Purchases and Sales Made in Q4 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 2022. 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 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
209New |
$8.22K - $9.45K
|
209
$11.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
187+ 283.33% |
$7.35K - $8.45K
|
253
$14.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
178+ 2.92% |
$7K - $8.05K
|
6.28K
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
160+ 1.17% |
$6.29K - $7.23K
|
13.9K
$788K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
159+ 0.09% |
$6.25K - $7.19K
|
175K
$9.94M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
155New |
$6.09K - $7.01K
|
155
$8.79K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
143+ 0.04% |
$5.62K - $6.47K
|
347K
$19.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
100+ 12.99% |
$3.93K - $4.52K
|
870
$49.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
80+ 1.42% |
$3.15K - $3.62K
|
5.73K
$325K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
69+ 300.0% |
$2.71K - $3.12K
|
92
$5.22K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
68+ 0.65% |
$2.67K - $3.07K
|
10.6K
$600K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
64New |
$2.52K - $2.89K
|
64
$3.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51+ 4.06% |
$2.01K - $2.31K
|
1.31K
$74.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
47+ 0.15% |
$1.85K - $2.12K
|
31.1K
$1.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
37+ 0.06% |
$1.45K - $1.67K
|
63.3K
$3.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.4% |
$1.38K - $1.58K
|
8.83K
$501K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
30+ 0.45% |
$1.18K - $1.36K
|
6.7K
$380K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26New |
$1.02K - $1.18K
|
26
$1.47K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 0.36% |
$983 - $1.13K
|
6.88K
$390K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
21+ 0.39% |
$826 - $949
|
5.45K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$786 - $904
|
20
$1.13K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
11+ 0.18% |
$433 - $497
|
6.02K
$342K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$315 - $362
|
34.3K
$1.95M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4New |
$157 - $181
|
4
$227
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 0.83% |
$157 - $181
|
485
$27.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
4+ 0.06% |
$157 - $181
|
6.45K
$366K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.33% |
$78.6 - $90.4
|
612
$34.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$39.3 - $45.2
|
1.69K
$95.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$39.3 - $45.2
|
5.56K
$315K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$39.3 - $45.2
|
10.9K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.43% |
$39.3 - $45.2
|
235
$13.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$39.3 - $45.2
|
191
$10.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.01% |
$39.3 - $45.2
|
19.1K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.28% |
$39.3 - $45.2
|
355
$20.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 0.01% |
$39.3 - $45.2
|
13K
$737K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2- 0.01% |
$78.6 - $90.4
|
14.9K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 0.81% |
$275 - $316
|
853
$48.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-13- 0.18% |
$511 - $588
|
7.23K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 26.92% |
$550 - $633
|
38
$2.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-18- 0.27% |
$708 - $814
|
6.64K
$376K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-36- 0.53% |
$1.42K - $1.63K
|
6.78K
$384K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-38- 0.21% |
$1.49K - $1.72K
|
18.3K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-46- 0.46% |
$1.81K - $2.08K
|
10K
$570K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 1.98% |
$1.97K - $2.26K
|
2.48K
$141K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-62- 0.18% |
$2.44K - $2.8K
|
34K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-67- 1.0% |
$2.63K - $3.03K
|
6.66K
$378K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-67- 89.33% |
$2.63K - $3.03K
|
8
$454
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-93- 1.67% |
$3.66K - $4.2K
|
5.48K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-98- 0.28% |
$3.85K - $4.43K
|
35.4K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 7.11% |
$3.93K - $4.52K
|
1.31K
$74.1K
|