Purchases and Sales Made in Q3 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.87K- 1.52% |
$129K - $140K
|
186K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.12K- 0.63% |
$140K - $152K
|
495K
$27.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.45K- 4.89% |
$156K - $168K
|
67.2K
$3.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.89K- 3.85% |
$175K - $189K
|
97.2K
$5.34M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.24KClosed |
$191K - $207K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.24KClosed |
$191K - $207K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.29KClosed |
$193K - $209K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.3KClosed |
$194K - $209K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.39KClosed |
$198K - $214K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.5K- 3.28% |
$203K - $219K
|
133K
$7.29M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.52K- 4.49% |
$204K - $220K
|
96.1K
$5.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.81K- 97.33% |
$217K - $234K
|
132
$7.25K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.17KClosed |
$233K - $251K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.25KClosed |
$236K - $255K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5.35K- 7.83% |
$241K - $260K
|
63K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.44K- 41.9% |
$245K - $265K
|
7.54K
$414K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.77K- 18.59% |
$260K - $281K
|
25.3K
$1.39M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-5.88KClosed |
$265K - $286K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-6.76K- 9.12% |
$304K - $329K
|
67.3K
$3.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-7.08K- 7.12% |
$319K - $344K
|
92.4K
$5.07M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-7.25K- 33.98% |
$327K - $353K
|
14.1K
$774K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.9KClosed |
$356K - $384K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.79K- 8.34% |
$396K - $428K
|
96.6K
$5.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.49KClosed |
$427K - $462K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.3KClosed |
$509K - $550K
|
0
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-11.4K- 8.96% |
$513K - $554K
|
116K
$6.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-12.5K- 11.09% |
$563K - $608K
|
100K
$5.5M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15.4K- 92.54% |
$694K - $750K
|
1.24K
$68.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.8KClosed |
$711K - $768K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-16.4K- 48.04% |
$738K - $797K
|
17.7K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 39.95% |
$753K - $813K
|
25.1K
$1.38M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-17.1K- 43.26% |
$772K - $834K
|
22.5K
$1.23M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.3K- 13.21% |
$871K - $941K
|
127K
$6.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.9K- 57.63% |
$987K - $1.07M
|
16.1K
$885K
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-27.9KClosed |
$1.26M - $1.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29K- 35.87% |
$1.3M - $1.41M
|
51.8K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.6K- 68.99% |
$1.47M - $1.59M
|
14.7K
$805K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.7K- 73.85% |
$1.52M - $1.64M
|
11.9K
$656K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.2K- 6.79% |
$2.08M - $2.25M
|
635K
$34.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-50KClosed |
$2.25M - $2.43M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
SELL
|
- |
-55.2K- 29.73% |
$2.48M - $2.68M
|
130K
$7.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-58.5KClosed |
$2.64M - $2.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.7K- 92.43% |
$3.36M - $3.63M
|
6.12K
$336K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-82.2KClosed |
$3.7M - $4M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-137K- 89.98% |
$6.16M - $6.65M
|
15.2K
$836K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-169K- 26.52% |
$7.62M - $8.23M
|
468K
$25.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-199K- 27.62% |
$8.95M - $9.67M
|
521K
$28.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-205K- 85.63% |
$9.25M - $9.99M
|
34.5K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-611K- 8.05% |
$27.5M - $29.8M
|
6.98M
$384M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-646K- 41.17% |
$29.1M - $31.4M
|
923K
$50.7M
|