Purchases and Sales Made in Q3 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 2022. 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, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.49M+ 5.41% |
$95.8M - $115M
|
48.4M
$2.66B
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
931K+ 11.98% |
$35.9M - $43M
|
8.7M
$478M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
565K+ 3578.95% |
$21.8M - $26.1M
|
581K
$31.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
377K+ 71.8% |
$14.6M - $17.4M
|
903K
$49.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
331K+ 14693.03% |
$12.8M - $15.3M
|
333K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
176K+ 406.76% |
$6.77M - $8.11M
|
219K
$12M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
171K+ 32.85% |
$6.59M - $7.89M
|
691K
$38M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
170KNew |
$6.54M - $7.83M
|
170K
$9.32M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
131K+ 14.72% |
$5.05M - $6.05M
|
1.02M
$56.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
116K+ 1870.2% |
$4.47M - $5.35M
|
122K
$6.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
99.6KNew |
$3.84M - $4.6M
|
99.6K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97.6K+ 43.56% |
$3.76M - $4.51M
|
322K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
86K+ 27.18% |
$3.32M - $3.97M
|
403K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.3KNew |
$3.29M - $3.94M
|
85.3K
$4.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
69.6K+ 106.15% |
$2.68M - $3.21M
|
135K
$7.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
69K+ 29.91% |
$2.66M - $3.19M
|
300K
$16.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
66K+ 328.07% |
$2.54M - $3.05M
|
86.1K
$4.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.8K+ 6.1% |
$2.54M - $3.04M
|
1.15M
$62.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
63.4K+ 233.98% |
$2.45M - $2.93M
|
90.5K
$4.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
61.8K+ 27.11% |
$2.38M - $2.85M
|
290K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
58.2K+ 18.16% |
$2.24M - $2.69M
|
379K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.8K+ 300.51% |
$2.15M - $2.58M
|
74.4K
$4.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
54.4K+ 969.13% |
$2.1M - $2.51M
|
60.1K
$3.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49.5KNew |
$1.91M - $2.29M
|
49.5K
$2.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48.5KNew |
$1.87M - $2.24M
|
48.5K
$2.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.8K+ 0.63% |
$1.73M - $2.07M
|
7.21M
$396M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
44.1KNew |
$1.7M - $2.04M
|
44.1K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.5K+ 23.2% |
$1.68M - $2.01M
|
231K
$12.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.5K+ 386.53% |
$1.64M - $1.96M
|
53.5K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1K+ 69.12% |
$1.62M - $1.94M
|
103K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.1K+ 69.12% |
$1.62M - $1.94M
|
103K
$5.66M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.7K+ 23.55% |
$1.45M - $1.74M
|
198K
$10.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
35.9KNew |
$1.38M - $1.66M
|
35.9K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.8K+ 15.14% |
$1.3M - $1.56M
|
257K
$14.1M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
30.2K+ 195.36% |
$1.16M - $1.4M
|
45.7K
$2.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
29.9KNew |
$1.15M - $1.38M
|
29.9K
$1.64M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.9K+ 16.21% |
$1.08M - $1.29M
|
200K
$11M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
25.7KNew |
$990K - $1.19M
|
25.7K
$1.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.6K+ 26.99% |
$988K - $1.18M
|
121K
$6.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
24.7K+ 22.89% |
$951K - $1.14M
|
132K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
24.2KNew |
$935K - $1.12M
|
24.2K
$1.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
24K+ 12.12% |
$924K - $1.11M
|
222K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.7K+ 13.92% |
$915K - $1.1M
|
194K
$10.7M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.4K+ 282.78% |
$862K - $1.03M
|
30.3K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 7.18% |
$822K - $984K
|
318K
$17.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.2K+ 259.23% |
$815K - $977K
|
29.3K
$1.61M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
20.5K+ 9.69% |
$792K - $949K
|
233K
$12.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 95.74% |
$701K - $840K
|
37.2K
$2.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
17.6KNew |
$680K - $814K
|
17.6K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.9K+ 22.64% |
$651K - $780K
|
91.5K
$5.03M
|