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 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
596+ 90.17% |
$23K - $27.5K
|
1.26K
$69.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
595+ 6.0% |
$22.9K - $27.5K
|
10.5K
$578K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
594+ 6.82% |
$22.9K - $27.4K
|
9.31K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
536+ 1030.77% |
$20.7K - $24.7K
|
588
$32.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
511+ 2.72% |
$19.7K - $23.6K
|
19.3K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
488+ 2.39% |
$18.8K - $22.5K
|
20.9K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
480+ 22.86% |
$18.5K - $22.2K
|
2.58K
$142K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
455+ 7.32% |
$17.5K - $21K
|
6.67K
$367K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
455+ 11.91% |
$17.5K - $21K
|
4.28K
$235K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
450+ 79.65% |
$17.3K - $20.8K
|
1.02K
$55.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
437+ 0.48% |
$16.8K - $20.2K
|
91.8K
$5.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
418New |
$16.1K - $19.3K
|
418
$23K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
401New |
$15.5K - $18.5K
|
401
$22K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
376+ 6.67% |
$14.5K - $17.4K
|
6.01K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
359+ 0.57% |
$13.8K - $16.6K
|
63.7K
$3.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
354New |
$13.6K - $16.3K
|
354
$19.4K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
353+ 4.29% |
$13.6K - $16.3K
|
8.59K
$472K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
303+ 4.84% |
$11.7K - $14K
|
6.56K
$360K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
275New |
$10.6K - $12.7K
|
275
$15.1K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
271+ 4516.67% |
$10.4K - $12.5K
|
277
$15.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
253+ 2.41% |
$9.75K - $11.7K
|
10.7K
$590K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
222+ 2.88% |
$8.56K - $10.2K
|
7.92K
$435K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
184+ 0.08% |
$7.09K - $8.5K
|
223K
$12.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
170+ 2.72% |
$6.55K - $7.85K
|
6.43K
$353K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
166+ 0.72% |
$6.4K - $7.66K
|
23.2K
$1.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
159+ 0.45% |
$6.13K - $7.34K
|
35.4K
$1.94M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
159+ 0.45% |
$6.13K - $7.34K
|
35.4K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
131+ 0.31% |
$5.05K - $6.05K
|
41.9K
$2.3M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
125+ 0.52% |
$4.82K - $5.77K
|
24.3K
$1.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
115+ 1.47% |
$4.43K - $5.31K
|
7.96K
$437K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
109+ 0.42% |
$4.2K - $5.03K
|
26K
$1.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
106+ 1.91% |
$4.09K - $4.89K
|
5.65K
$311K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
94+ 4.75% |
$3.62K - $4.34K
|
2.07K
$114K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
92New |
$3.55K - $4.25K
|
92
$5.05K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
75+ 0.79% |
$2.89K - $3.46K
|
9.54K
$524K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
71+ 0.78% |
$2.74K - $3.28K
|
9.12K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58New |
$2.24K - $2.68K
|
58
$3.19K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
57+ 0.18% |
$2.2K - $2.63K
|
31K
$1.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
49+ 0.94% |
$1.89K - $2.26K
|
5.29K
$290K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
44+ 0.07% |
$1.7K - $2.03K
|
63.3K
$3.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
43+ 0.49% |
$1.66K - $1.99K
|
8.79K
$483K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
43+ 1.95% |
$1.66K - $1.99K
|
2.25K
$123K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
32+ 0.47% |
$1.23K - $1.48K
|
6.86K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 1.56% |
$887 - $1.06K
|
1.5K
$82.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 29.73% |
$848 - $1.02K
|
96
$5.27K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
21+ 0.23% |
$810 - $970
|
9.02K
$496K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16New |
$617 - $739
|
16
$879
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
15+ 0.04% |
$578 - $693
|
36.6K
$2.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
12+ 0.21% |
$463 - $554
|
5.83K
$320K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.03% |
$154 - $185
|
14.9K
$821K
|