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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-546- 1.81% |
$21K - $25.2K
|
29.6K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-568- 5.65% |
$21.9K - $26.2K
|
9.49K
$521K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-568- 5.65% |
$21.9K - $26.2K
|
9.49K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-581- 2.32% |
$22.4K - $26.8K
|
24.5K
$1.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-591- 3.03% |
$22.8K - $27.3K
|
18.9K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-617- 5.21% |
$23.8K - $28.5K
|
11.2K
$617K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-630- 6.26% |
$24.3K - $29.1K
|
9.44K
$519K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-632- 4.75% |
$24.4K - $29.2K
|
12.7K
$696K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-679- 6.49% |
$26.2K - $31.3K
|
9.79K
$538K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-704- 59.41% |
$27.1K - $32.5K
|
481
$26.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-747- 20.83% |
$28.8K - $34.5K
|
2.84K
$156K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-829- 3.57% |
$32K - $38.3K
|
22.4K
$1.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-834- 11.98% |
$32.2K - $38.5K
|
6.13K
$337K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-866- 5.83% |
$33.4K - $40K
|
14K
$769K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-944- 6.43% |
$36.4K - $43.6K
|
13.7K
$754K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-983- 12.31% |
$37.9K - $45.4K
|
7K
$385K
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.01K- 8.25% |
$39.1K - $46.8K
|
11.3K
$619K
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.03K- 5.34% |
$39.9K - $47.7K
|
18.3K
$1.01M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.08KClosed |
$41.6K - $49.9K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.18K- 0.74% |
$45.6K - $54.6K
|
159K
$8.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.36K- 10.3% |
$52.4K - $62.7K
|
11.8K
$650K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.47K- 10.75% |
$56.7K - $67.9K
|
12.2K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.48K- 3.22% |
$56.9K - $68.1K
|
44.3K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.49K- 1.06% |
$57.4K - $68.7K
|
139K
$7.63M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.53K- 5.63% |
$59K - $70.7K
|
25.7K
$1.41M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.39% |
$61.6K - $73.8K
|
113K
$6.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.6K- 8.5% |
$61.7K - $73.9K
|
17.2K
$947K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.68K- 6.08% |
$64.8K - $77.6K
|
26K
$1.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.68K- 5.87% |
$64.9K - $77.7K
|
27K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.69K- 2.76% |
$65.2K - $78.1K
|
59.7K
$3.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 6.69% |
$67.7K - $81.1K
|
24.5K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 1.95% |
$75.6K - $90.5K
|
98.3K
$5.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.96% |
$78K - $93.4K
|
101K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 9.81% |
$79.4K - $95.1K
|
18.9K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.39K- 3.39% |
$91.9K - $110K
|
68K
$3.74M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.42K- 2.79% |
$93.1K - $112K
|
84.2K
$4.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.47K- 6.72% |
$95.4K - $114K
|
34.3K
$1.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.61K- 3.74% |
$101K - $120K
|
67.2K
$3.69M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-2.64K- 91.08% |
$102K - $122K
|
258
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.66K- 1.97% |
$103K - $123K
|
132K
$7.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.94K- 1.29% |
$113K - $136K
|
225K
$12.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 0.55% |
$115K - $137K
|
535K
$29.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.02K- 1.9% |
$117K - $140K
|
156K
$8.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-3.03K- 11.23% |
$117K - $140K
|
23.9K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.04K- 18.97% |
$117K - $140K
|
13K
$714K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.49K- 17.28% |
$135K - $161K
|
16.7K
$918K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.39K- 5.71% |
$169K - $203K
|
72.4K
$3.98M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-5.06K- 8.3% |
$195K - $234K
|
55.9K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.16K- 7.74% |
$199K - $238K
|
61.5K
$3.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.29K- 6.2% |
$204K - $244K
|
80K
$4.39M
|