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 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5Closed |
$233 - $255
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 0.42% |
$420 - $459
|
2.12K
$116K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14- 0.09% |
$653 - $713
|
14.9K
$821K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15- 9.93% |
$699 - $764
|
136
$7.47K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-21Closed |
$979 - $1.07K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22- 0.09% |
$1.03K - $1.12K
|
25.6K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 1.17% |
$1.07K - $1.17K
|
1.94K
$106K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-30- 0.65% |
$1.4K - $1.53K
|
4.57K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-31- 0.56% |
$1.45K - $1.58K
|
5.55K
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-36- 0.65% |
$1.68K - $1.83K
|
5.5K
$302K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-61- 6.05% |
$2.84K - $3.11K
|
948
$52.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-65- 1.47% |
$3.03K - $3.31K
|
4.36K
$239K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-82- 1.54% |
$3.82K - $4.18K
|
5.23K
$287K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-82- 0.75% |
$3.82K - $4.18K
|
10.8K
$593K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-83- 21.5% |
$3.87K - $4.23K
|
303
$16.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-94- 1.56% |
$4.38K - $4.79K
|
5.92K
$325K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-108- 1.08% |
$5.04K - $5.5K
|
9.85K
$541K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 15.37% |
$5.36K - $5.86K
|
633
$34.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-146- 0.95% |
$6.81K - $7.44K
|
15.3K
$839K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-152- 0.45% |
$7.09K - $7.74K
|
33.5K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-156- 1.89% |
$7.27K - $7.95K
|
8.1K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-166- 13.29% |
$7.74K - $8.46K
|
1.08K
$59.5K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-198- 2.54% |
$9.23K - $10.1K
|
7.59K
$417K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-200- 2.44% |
$9.33K - $10.2K
|
8K
$439K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-215- 26.09% |
$10K - $11K
|
609
$33.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-255- 7.56% |
$11.9K - $13K
|
3.12K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-259- 11.21% |
$12.1K - $13.2K
|
2.05K
$113K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-274- 3.0% |
$12.8K - $14K
|
8.87K
$487K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-281- 4.24% |
$13.1K - $14.3K
|
6.34K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-281- 4.24% |
$13.1K - $14.3K
|
6.34K
$348K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-286Closed |
$13.3K - $14.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-290- 0.29% |
$13.5K - $14.8K
|
98.8K
$5.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-321- 4.89% |
$15K - $16.4K
|
6.25K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-324- 0.48% |
$15.1K - $16.5K
|
66.9K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-328- 1.61% |
$15.3K - $16.7K
|
20.1K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-332- 1.13% |
$15.5K - $16.9K
|
29K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-340- 5.46% |
$15.9K - $17.3K
|
5.89K
$323K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-412- 0.41% |
$19.2K - $21K
|
101K
$5.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-430Closed |
$20.1K - $21.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-433- 3.53% |
$20.2K - $22.1K
|
11.8K
$650K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-466- 10.65% |
$21.7K - $23.7K
|
3.91K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-534- 3.76% |
$24.9K - $27.2K
|
13.7K
$751K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-537- 10.77% |
$25K - $27.4K
|
4.45K
$244K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-586- 6.51% |
$27.3K - $29.9K
|
8.42K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-591- 5.28% |
$27.6K - $30.1K
|
10.6K
$582K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-610- 8.58% |
$28.4K - $31.1K
|
6.5K
$357K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-695- 39.42% |
$32.4K - $35.4K
|
1.07K
$58.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-709Closed |
$33.1K - $36.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-744- 44.71% |
$34.7K - $37.9K
|
920
$50.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-843- 2.97% |
$39.3K - $43K
|
27.6K
$1.51M
|