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 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.25K+ 1.64% |
$125K - $150K
|
202K
$11.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.24K+ 152.93% |
$125K - $149K
|
5.35K
$294K
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 2.43% |
$124K - $149K
|
136K
$7.46M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 3.36% |
$120K - $144K
|
96.1K
$5.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.12K+ 2.54% |
$120K - $144K
|
126K
$6.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 6.32% |
$120K - $143K
|
52.2K
$2.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.07K+ 49.03% |
$118K - $142K
|
9.33K
$512K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.77K+ 1.67% |
$107K - $128K
|
168K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.77K+ 7.28% |
$107K - $128K
|
40.8K
$2.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.68K+ 1.47% |
$103K - $124K
|
185K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.67K+ 5.26% |
$103K - $123K
|
53.5K
$2.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.52K+ 5.86% |
$97K - $116K
|
45.5K
$2.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.48KNew |
$95.6K - $115K
|
2.48K
$136K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.33K+ 3.2% |
$89.9K - $108K
|
75.2K
$4.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.29K+ 2.61% |
$88.4K - $106K
|
90.1K
$4.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.2K+ 5.77% |
$84.7K - $101K
|
40.3K
$2.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$84.5K - $101K
|
2.19K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 0.96% |
$83.3K - $99.8K
|
228K
$12.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 3.64% |
$83.3K - $99.7K
|
61.5K
$3.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.14KNew |
$82.6K - $98.9K
|
2.14K
$118K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.98K+ 2.17% |
$76.3K - $91.4K
|
93.4K
$5.13M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.95K+ 17.23% |
$75.3K - $90.2K
|
13.3K
$730K
|
|
|
Nov 09, 2022
Q3 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.7K+ 3.39% |
$65.5K - $78.4K
|
51.8K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.53K+ 2254.41% |
$59.1K - $70.8K
|
1.6K
$88K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.51K+ 34.36% |
$58.3K - $69.8K
|
5.91K
$325K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 10.71% |
$55.6K - $66.6K
|
14.9K
$820K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.42K+ 10.7% |
$54.7K - $65.5K
|
14.7K
$806K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.41KNew |
$54.2K - $64.9K
|
1.41K
$77.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.36K+ 9.11% |
$52.6K - $63K
|
16.3K
$897K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$50.9K - $61K
|
1.32K
$72.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29K+ 20.05% |
$49.8K - $59.7K
|
7.74K
$425K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 5.47% |
$49.8K - $59.7K
|
24.9K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.22K+ 9.79% |
$47.1K - $56.4K
|
13.7K
$752K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.22K+ 28.98% |
$47K - $56.3K
|
5.43K
$298K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.18K+ 2.31% |
$45.6K - $54.6K
|
52.4K
$2.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.18K+ 0.86% |
$45.5K - $54.5K
|
138K
$7.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.12K+ 16.99% |
$43.3K - $51.8K
|
7.72K
$424K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.09K+ 0.34% |
$42.1K - $50.5K
|
324K
$17.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.05K+ 51.5% |
$40.5K - $48.5K
|
3.09K
$170K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.04K+ 4.45% |
$40K - $47.9K
|
24.3K
$1.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
970+ 2.19% |
$37.4K - $44.8K
|
45.3K
$2.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
844+ 14.43% |
$32.5K - $39K
|
6.69K
$368K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
831+ 5.36% |
$32K - $38.4K
|
16.3K
$897K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
831+ 12.52% |
$32K - $38.4K
|
7.47K
$410K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
796+ 2.99% |
$30.7K - $36.8K
|
27.4K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
788+ 4.1% |
$30.4K - $36.4K
|
20K
$1.1M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
759+ 35.97% |
$29.3K - $35K
|
2.87K
$158K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
739+ 2.88% |
$28.5K - $34.1K
|
26.4K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
706+ 4.84% |
$27.2K - $32.6K
|
15.3K
$839K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
673+ 2.25% |
$25.9K - $31.1K
|
30.6K
$1.68M
|