Purchases and Sales Made in Q4 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.78M+ 9.88% |
$176M - $193M
|
42.1M
$2.31B
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.61M+ 887.54% |
$122M - $133M
|
2.91M
$160M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.14MNew |
$53.3M - $58.2M
|
1.14M
$62.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505K+ 79.5% |
$23.5M - $25.7M
|
1.14M
$62.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
489K+ 52.95% |
$22.8M - $24.9M
|
1.41M
$77.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
366KNew |
$17.1M - $18.7M
|
366K
$20.1M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
260KNew |
$12.1M - $13.2M
|
260K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
258K+ 747.89% |
$12M - $13.1M
|
292K
$16M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
253KNew |
$11.8M - $12.9M
|
253K
$13.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
203KNew |
$9.45M - $10.3M
|
203K
$11.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
195K+ 113.11% |
$9.08M - $9.92M
|
367K
$20.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
192K+ 138.36% |
$8.96M - $9.79M
|
331K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
188K+ 25.98% |
$8.78M - $9.59M
|
913K
$50.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
152K+ 473.62% |
$7.09M - $7.74M
|
184K
$10.1M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
152KNew |
$7.07M - $7.72M
|
152K
$8.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
140KNew |
$6.54M - $7.15M
|
140K
$7.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
136K+ 19.36% |
$6.34M - $6.93M
|
838K
$46M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
135KNew |
$6.29M - $6.88M
|
135K
$7.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
128K+ 20240.32% |
$5.95M - $6.5M
|
128K
$7.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
101KNew |
$4.72M - $5.15M
|
101K
$5.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89.1K+ 36.25% |
$4.15M - $4.54M
|
335K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
86.6K+ 29.39% |
$4.04M - $4.41M
|
381K
$20.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
86.5KNew |
$4.04M - $4.41M
|
86.5K
$4.75M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
83.7KNew |
$3.9M - $4.26M
|
83.7K
$4.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
75.5K+ 86.49% |
$3.52M - $3.85M
|
163K
$8.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
73.4KNew |
$3.42M - $3.74M
|
73.4K
$4.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
72.5K+ 6300.0% |
$3.38M - $3.69M
|
73.7K
$4.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
72.5K+ 39.28% |
$3.38M - $3.69M
|
257K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.5K+ 463.11% |
$3.29M - $3.59M
|
85.7K
$4.71M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
67.8KNew |
$3.16M - $3.46M
|
67.8K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60.7K+ 241.41% |
$2.83M - $3.09M
|
85.8K
$4.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
59.1KNew |
$2.75M - $3.01M
|
59.1K
$3.25M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
58.3K+ 68.03% |
$2.72M - $2.97M
|
144K
$7.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.3KNew |
$2.49M - $2.72M
|
53.3K
$2.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.8K+ 442.06% |
$2.46M - $2.69M
|
64.7K
$3.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
51.6K+ 7.03% |
$2.41M - $2.63M
|
786K
$43.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
49.2K+ 42.52% |
$2.29M - $2.51M
|
165K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1K+ 786.87% |
$2.24M - $2.45M
|
54.2K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 0.74% |
$2.15M - $2.35M
|
6.24M
$343M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.8K+ 59.2% |
$1.95M - $2.13M
|
112K
$6.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
36.9K+ 105.33% |
$1.72M - $1.88M
|
71.9K
$3.95M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
36.7KNew |
$1.71M - $1.87M
|
36.7K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.3KNew |
$1.6M - $1.75M
|
34.3K
$1.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
33.6K+ 3.7% |
$1.57M - $1.71M
|
942K
$51.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$1.44M - $1.58M
|
31K
$1.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
28.9K+ 6.21% |
$1.35M - $1.47M
|
495K
$27.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
27.9KNew |
$1.3M - $1.42M
|
27.9K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.9K+ 9.8% |
$1.3M - $1.42M
|
312K
$17.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
27.7K+ 5.71% |
$1.29M - $1.41M
|
512K
$28.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
27.1K+ 405.34% |
$1.26M - $1.38M
|
33.8K
$1.85M
|