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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
26.6KNew |
$1.24M - $1.36M
|
26.6K
$1.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.2KNew |
$1.22M - $1.33M
|
26.2K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
25.1KNew |
$1.17M - $1.28M
|
25.1K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 23.14% |
$1.14M - $1.25M
|
130K
$7.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
24.4K+ 30.36% |
$1.14M - $1.24M
|
105K
$5.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
23.8K+ 24.34% |
$1.11M - $1.21M
|
122K
$6.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.8K+ 8.67% |
$1.06M - $1.16M
|
285K
$15.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22.5KNew |
$1.05M - $1.15M
|
22.5K
$1.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
22.3KNew |
$1.04M - $1.14M
|
22.3K
$1.22M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$990K - $1.08M
|
21.2K
$1.17M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.2KNew |
$989K - $1.08M
|
21.2K
$1.17M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.4KNew |
$952K - $1.04M
|
20.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
20.2K+ 25.79% |
$941K - $1.03M
|
98.5K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 15.29% |
$893K - $976K
|
144K
$7.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
19K+ 20.61% |
$887K - $970K
|
111K
$6.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
19K+ 4.06% |
$887K - $969K
|
487K
$26.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
18.9KNew |
$881K - $962K
|
18.9K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$855K - $934K
|
18.3K
$1.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
18KNew |
$838K - $915K
|
18K
$987K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 126.79% |
$816K - $891K
|
31.3K
$1.72M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17.5KNew |
$815K - $891K
|
17.5K
$960K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 11.76% |
$805K - $879K
|
164K
$9.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 86.29% |
$800K - $874K
|
37K
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
16.6K+ 2.85% |
$773K - $845K
|
598K
$32.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.9K+ 7.65% |
$741K - $810K
|
224K
$12.3M
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
15.2K+ 4.07% |
$708K - $773K
|
388K
$21.3M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15.1KNew |
$704K - $769K
|
15.1K
$830K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14.6KNew |
$681K - $744K
|
14.6K
$802K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.5KNew |
$630K - $688K
|
13.5K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1K+ 81.37% |
$611K - $667K
|
29.2K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
12.6K+ 66.43% |
$590K - $644K
|
31.7K
$1.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.5K+ 1.62% |
$584K - $638K
|
787K
$43.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12.5K+ 8.43% |
$582K - $636K
|
161K
$8.82M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
12.5K+ 9.43% |
$581K - $635K
|
145K
$7.95M
|
|
|
Feb 09, 2022
Q4 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
12.2K+ 7.98% |
$570K - $623K
|
165K
$9.09M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8KNew |
$548K - $599K
|
11.8K
$646K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11.7K+ 4.29% |
$545K - $595K
|
284K
$15.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 23.6% |
$544K - $594K
|
61K
$3.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.3KNew |
$527K - $576K
|
11.3K
$621K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 90.14% |
$525K - $574K
|
23.8K
$1.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.2KNew |
$522K - $570K
|
11.2K
$615K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 20.05% |
$509K - $556K
|
65.4K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 12.07% |
$501K - $547K
|
99.7K
$5.48M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
10.3KNew |
$481K - $526K
|
10.3K
$567K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
9.96K+ 1.74% |
$465K - $508K
|
583K
$32M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
9.53K+ 5.68% |
$444K - $486K
|
177K
$9.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.11K+ 7.78% |
$425K - $464K
|
126K
$6.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.96K+ 4.85% |
$418K - $457K
|
194K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
8.05KNew |
$375K - $410K
|
8.05K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
8.01K+ 20.58% |
$374K - $408K
|
46.9K
$2.58M
|