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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
372+ 4.32% |
$17.3K - $19K
|
8.98K
$493K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
365+ 1.36% |
$17K - $18.6K
|
27.3K
$1.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
360New |
$16.8K - $18.3K
|
360
$19.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
356+ 0.69% |
$16.6K - $18.1K
|
52.1K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
314+ 0.52% |
$14.6K - $16K
|
60.4K
$3.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
314+ 7.29% |
$14.6K - $16K
|
4.62K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
300+ 2.08% |
$14K - $15.3K
|
14.7K
$808K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
278New |
$13K - $14.2K
|
278
$15.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
261New |
$12.2K - $13.3K
|
261
$14.3K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
247+ 0.72% |
$11.5K - $12.6K
|
34.6K
$1.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
183+ 13.83% |
$8.53K - $9.32K
|
1.51K
$82.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
179+ 2.11% |
$8.35K - $9.12K
|
8.64K
$475K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
158+ 5.92% |
$7.37K - $8.05K
|
2.83K
$155K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150New |
$6.99K - $7.64K
|
150
$8.24K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
148+ 1.72% |
$6.9K - $7.54K
|
8.73K
$480K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
128New |
$5.97K - $6.52K
|
128
$7.03K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
125+ 0.94% |
$5.83K - $6.37K
|
13.4K
$738K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
121+ 0.81% |
$5.64K - $6.16K
|
15K
$826K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
114+ 0.44% |
$5.32K - $5.81K
|
25.7K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
111+ 0.74% |
$5.18K - $5.66K
|
15.1K
$829K
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109+ 0.07% |
$5.08K - $5.55K
|
164K
$9.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
106+ 1.61% |
$4.94K - $5.4K
|
6.7K
$368K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$4.66K - $5.1K
|
100
$5.49K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92+ 0.42% |
$4.29K - $4.69K
|
21.8K
$1.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
92+ 0.4% |
$4.29K - $4.69K
|
23.2K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
76+ 0.58% |
$3.54K - $3.87K
|
13.2K
$724K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
65New |
$3.03K - $3.31K
|
65
$3.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
62New |
$2.89K - $3.16K
|
62
$3.41K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
58New |
$2.7K - $2.96K
|
58
$3.19K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
52+ 1.13% |
$2.42K - $2.65K
|
4.64K
$255K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49New |
$2.28K - $2.5K
|
49
$2.69K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
38New |
$1.77K - $1.94K
|
38
$2.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
34+ 0.37% |
$1.59K - $1.73K
|
9.22K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
32+ 0.14% |
$1.49K - $1.63K
|
22.8K
$1.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
25+ 0.49% |
$1.17K - $1.27K
|
5.09K
$280K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23New |
$1.07K - $1.17K
|
23
$1.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 5.53% |
$1.07K - $1.17K
|
439
$24.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
20+ 0.3% |
$933 - $1.02K
|
6.66K
$366K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
19+ 0.24% |
$886 - $968
|
7.97K
$438K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$886 - $968
|
8.68K
$477K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.28% |
$653 - $713
|
5.09K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8+ 0.12% |
$373 - $408
|
6.75K
$371K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.14% |
$280 - $306
|
4.35K
$239K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.1% |
$233 - $255
|
4.87K
$267K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3+ 0.19% |
$140 - $153
|
1.58K
$86.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$140 - $153
|
4.86K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$46.6 - $51
|
5.57K
$306K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$46.6 - $51
|
188
$10.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3- 0.05% |
$140 - $153
|
6.16K
$338K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-5- 0.08% |
$233 - $255
|
6.5K
$357K
|