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 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.33K+ 9.9% |
$109K - $119K
|
25.8K
$1.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.25K+ 8.56% |
$105K - $114K
|
28.5K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.1K+ 12.42% |
$97.8K - $107K
|
19K
$1.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 4.64% |
$95.6K - $104K
|
46.3K
$2.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 4.4% |
$93K - $102K
|
47.3K
$2.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.96K+ 2.6% |
$91.2K - $99.6K
|
77.2K
$4.24M
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.85K+ 7.9% |
$86.3K - $94.3K
|
25.3K
$1.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.73K+ 25.61% |
$80.6K - $88K
|
8.48K
$466K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.7KNew |
$79.3K - $86.6K
|
1.7K
$93.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 4.18% |
$77.9K - $85.1K
|
41.7K
$2.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.66K+ 5.14% |
$77.3K - $84.5K
|
33.9K
$1.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 18.06% |
$77K - $84.1K
|
10.8K
$593K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.63K+ 4.29% |
$76.1K - $83.2K
|
39.7K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61K+ 21.03% |
$75.3K - $82.2K
|
9.29K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.61K+ 0.52% |
$75.1K - $82K
|
313K
$17.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.51K+ 7.6% |
$70.5K - $77K
|
21.4K
$1.17M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.47K+ 118.45% |
$68.5K - $74.9K
|
2.71K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.39K+ 17.69% |
$64.6K - $70.6K
|
9.21K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.38K+ 17.49% |
$64.3K - $70.2K
|
9.26K
$508K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 5.78% |
$61K - $66.6K
|
23.9K
$1.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.25K+ 2.83% |
$58.4K - $63.8K
|
45.5K
$2.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
1.25K+ 4.39% |
$58.1K - $63.4K
|
29.6K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 3.07% |
$54K - $59.1K
|
38.9K
$2.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.05K+ 136.36% |
$49K - $53.5K
|
1.82K
$100K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.05K+ 3.29% |
$48.7K - $53.2K
|
32.8K
$1.8M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
954New |
$44.5K - $48.6K
|
954
$52.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
924New |
$43.1K - $47.1K
|
924
$50.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
861+ 15.76% |
$40.1K - $43.9K
|
6.32K
$347K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
860New |
$40.1K - $43.8K
|
860
$47.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
825New |
$38.5K - $42K
|
825
$45.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
737New |
$34.4K - $37.6K
|
737
$40.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
737New |
$34.4K - $37.6K
|
737
$40.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
708+ 1.35% |
$33K - $36.1K
|
53K
$2.91M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
698+ 9.69% |
$32.5K - $35.6K
|
7.9K
$434K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
689+ 2.3% |
$32.1K - $35.1K
|
30.6K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
666+ 27.35% |
$31.1K - $33.9K
|
3.1K
$170K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
656+ 8.13% |
$30.6K - $33.4K
|
8.73K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
647+ 5.55% |
$30.2K - $33K
|
12.3K
$675K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
636+ 6.26% |
$29.7K - $32.4K
|
10.8K
$593K
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
605+ 0.37% |
$28.2K - $30.8K
|
163K
$8.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
584+ 5.53% |
$27.2K - $29.8K
|
11.1K
$612K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
568+ 30.62% |
$26.5K - $28.9K
|
2.42K
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
552+ 0.42% |
$25.7K - $28.1K
|
133K
$7.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
505+ 6.7% |
$23.5K - $25.7K
|
8.05K
$442K
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
500+ 10.79% |
$23.3K - $25.5K
|
5.14K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
443+ 7.59% |
$20.7K - $22.6K
|
6.28K
$345K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
414+ 0.83% |
$19.3K - $21.1K
|
50.5K
$2.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
399+ 9.61% |
$18.6K - $20.3K
|
4.55K
$250K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
383+ 4.42% |
$17.9K - $19.5K
|
9.06K
$498K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
381+ 2.71% |
$17.8K - $19.4K
|
14.5K
$795K
|