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 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.48KClosed |
$211K - $253K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.54K- 19.83% |
$214K - $256K
|
22.4K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.59K- 2.35% |
$216K - $258K
|
232K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.61K- 8.16% |
$216K - $259K
|
63.2K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.21K- 16.87% |
$239K - $287K
|
30.6K
$1.68M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.41K- 53.81% |
$247K - $296K
|
5.5K
$302K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.22K- 5.29% |
$317K - $380K
|
147K
$8.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.82K- 31.15% |
$340K - $407K
|
19.5K
$1.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-10.6K- 52.01% |
$411K - $492K
|
9.82K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.9K- 5.11% |
$420K - $503K
|
202K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.3K- 41.24% |
$436K - $522K
|
16.1K
$885K
|
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-11.3K- 5.04% |
$437K - $523K
|
213K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 0.7% |
$451K - $540K
|
1.67M
$91.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 27.68% |
$452K - $542K
|
30.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.9K- 9.07% |
$458K - $549K
|
119K
$6.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.5K- 8.29% |
$521K - $624K
|
150K
$8.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.2K- 12.5% |
$548K - $657K
|
99.5K
$5.47M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.2K- 12.5% |
$548K - $657K
|
99.5K
$5.47M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-19.7KClosed |
$761K - $911K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.8K- 2.47% |
$762K - $913K
|
780K
$42.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-23.1K- 26.43% |
$892K - $1.07M
|
64.4K
$3.54M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.3K- 11.1% |
$1.01M - $1.21M
|
210K
$11.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.9K- 4.79% |
$1.12M - $1.34M
|
576K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29.5K- 10.77% |
$1.14M - $1.36M
|
244K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.7K- 31.07% |
$1.34M - $1.6M
|
76.9K
$4.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-36.7K- 77.82% |
$1.42M - $1.69M
|
10.5K
$575K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-45.1K- 50.63% |
$1.74M - $2.08M
|
43.9K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.1K- 6.11% |
$1.85M - $2.22M
|
739K
$40.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-52.4K- 9.48% |
$2.02M - $2.42M
|
500K
$27.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-52.5K- 15.38% |
$2.03M - $2.43M
|
289K
$15.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-57K- 8.67% |
$2.2M - $2.63M
|
600K
$33M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-58.2K- 59.18% |
$2.25M - $2.69M
|
40.2K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73.8K- 58.68% |
$2.85M - $3.41M
|
52K
$2.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-75.6K- 1.09% |
$2.91M - $3.49M
|
6.84M
$376M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88K- 92.95% |
$3.39M - $4.06M
|
6.67K
$367K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-110K- 29.49% |
$4.23M - $5.07M
|
262K
$14.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-117K- 88.73% |
$4.5M - $5.4M
|
14.8K
$816K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-126K- 12.72% |
$4.87M - $5.83M
|
867K
$47.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-158K- 83.55% |
$6.1M - $7.3M
|
31.1K
$1.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-566K- 97.41% |
$21.8M - $26.1M
|
15.1K
$828K
|