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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-110- 2.66% |
$4.33K - $4.97K
|
4.02K
$228K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-110- 7.81% |
$4.33K - $4.97K
|
1.3K
$73.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-113- 1.46% |
$4.44K - $5.11K
|
7.61K
$432K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-116- 0.77% |
$4.56K - $5.24K
|
14.9K
$845K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-123- 2.23% |
$4.84K - $5.56K
|
5.38K
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-140- 2.29% |
$5.5K - $6.33K
|
5.99K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-150- 1.89% |
$5.9K - $6.78K
|
7.77K
$441K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-150- 1.69% |
$5.9K - $6.78K
|
8.71K
$495K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-156- 1.73% |
$6.13K - $7.05K
|
8.87K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-170- 2.2% |
$6.68K - $7.69K
|
7.57K
$430K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-179- 1.35% |
$7.04K - $8.09K
|
13.1K
$745K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-189- 0.47% |
$7.43K - $8.54K
|
40K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-208- 0.79% |
$8.18K - $9.4K
|
26.2K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-225- 2.44% |
$8.85K - $10.2K
|
8.99K
$510K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-229- 0.88% |
$9K - $10.4K
|
25.7K
$1.46M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-229- 2.51% |
$9K - $10.4K
|
8.89K
$505K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-230- 1.03% |
$9.04K - $10.4K
|
22K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-237- 4.43% |
$9.32K - $10.7K
|
5.11K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-241- 3.65% |
$9.48K - $10.9K
|
6.37K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-248- 2.61% |
$9.75K - $11.2K
|
9.24K
$525K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-248- 2.61% |
$9.75K - $11.2K
|
9.24K
$525K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-272- 3.89% |
$10.7K - $12.3K
|
6.73K
$382K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-273- 0.62% |
$10.7K - $12.3K
|
43.7K
$2.48M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-277Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-283- 0.31% |
$11.1K - $12.8K
|
89.9K
$5.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-292- 3.82% |
$11.5K - $13.2K
|
7.35K
$417K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-295- 0.57% |
$11.6K - $13.3K
|
51.9K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-300- 2.04% |
$11.8K - $13.6K
|
14.4K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-326- 1.56% |
$12.8K - $14.7K
|
20.5K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-351- 1.53% |
$13.8K - $15.9K
|
22.6K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-355- 2.62% |
$14K - $16K
|
13.2K
$748K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-360- 2.8% |
$14.2K - $16.3K
|
12.5K
$710K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-371- 6.23% |
$14.6K - $16.8K
|
5.59K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-373- 1.43% |
$14.7K - $16.9K
|
25.8K
$1.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-402- 1.73% |
$15.8K - $18.2K
|
22.8K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-426- 0.71% |
$16.8K - $19.3K
|
59.3K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-440- 3.92% |
$17.3K - $19.9K
|
10.8K
$613K
|
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-478- 0.92% |
$18.8K - $21.6K
|
51.3K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-531- 0.23% |
$20.9K - $24K
|
228K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-612- 5.92% |
$24.1K - $27.7K
|
9.72K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-634- 2.44% |
$24.9K - $28.7K
|
25.4K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-635- 10.73% |
$25K - $28.7K
|
5.28K
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-689- 5.64% |
$27.1K - $31.1K
|
11.5K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-709- 2.32% |
$27.9K - $32.1K
|
29.9K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-748- 3.8% |
$29.4K - $33.8K
|
19K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-763- 3.19% |
$30K - $34.5K
|
23.1K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-808- 10.21% |
$31.8K - $36.5K
|
7.11K
$404K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-865- 0.39% |
$34K - $39.1K
|
224K
$12.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-944- 4.89% |
$37.1K - $42.7K
|
18.3K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-959- 7.57% |
$37.7K - $43.4K
|
11.7K
$665K
|