Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPMD)

SPMD Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 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
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
2.64M
+ 6.27%
$116M - $132M
44.7M $2.52B
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.19M
+ 228.35%
$52.5M - $59.6M
1.71M $96.2M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.02M
+ 3936.53%
$45.1M - $51.2M
1.05M $59M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
800K
+ 255.24%
$35.3M - $40.1M
1.11M $62.7M
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

BUY
 -
683K
+ 7383.26%
$30.2M - $34.3M
693K $39M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
514K
+ 8.24%
$22.7M - $25.8M
6.76M $380M
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
208K
New
$9.2M - $10.5M
208K $11.7M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
200K
+ 17.53%
$8.83M - $10M
1.34M $75.4M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
164K
+ 243.83%
$7.23M - $8.21M
231K $13M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
156K
New
$6.87M - $7.8M
156K $8.76M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
130K
+ 15.55%
$5.75M - $6.53M
968K $54.5M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
118K
+ 119.81%
$5.21M - $5.92M
216K $12.2M
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
115K
+ 19.78%
$5.09M - $5.78M
698K $39.3M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
98.3K
New
$4.34M - $4.93M
98.3K $5.53M
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
80.4K
+ 1467.74%
$3.55M - $4.03M
85.9K $4.84M
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
69.9K
+ 20.86%
$3.08M - $3.5M
405K $22.8M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
58.7K
New
$2.59M - $2.94M
58.7K $3.3M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
53K
+ 127.28%
$2.34M - $2.66M
94.7K $5.33M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
50.4K
+ 26.05%
$2.23M - $2.53M
244K $13.7M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

BUY
 -
44.8K
New
$1.98M - $2.25M
44.8K $2.52M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
43.6K
+ 13.95%
$1.92M - $2.19M
356K $20M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
37.7K
+ 26.09%
$1.66M - $1.89M
182K $10.2M
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
36.3K
+ 22.59%
$1.6M - $1.82M
197K $11.1M
Apr 29, 2022 Q1 2022
Financial Strategies Group, Inc.

BUY
 -
35.6K
+ 12.55%
$1.57M - $1.79M
320K $18M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
34.5K
+ 0.51%
$1.52M - $1.73M
6.75M $380M
May 09, 2022 Q1 2022
Black Diamond Financial, LLC

BUY
 -
33.7K
New
$1.49M - $1.69M
33.7K $1.9M
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
33.5K
+ 11.76%
$1.48M - $1.68M
319K $17.9M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
32.5K
New
$1.43M - $1.63M
32.5K $1.83M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
31.5K
+ 291.72%
$1.39M - $1.58M
42.3K $2.38M
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
30.5K
New
$1.35M - $1.53M
30.5K $1.72M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
29.9K
+ 3.27%
$1.32M - $1.5M
943K $53.1M
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
27.6K
+ 96.89%
$1.22M - $1.38M
56.1K $3.16M
May 10, 2022 Q1 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
27K
New
$1.19M - $1.36M
27K $1.52M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
25.5K
+ 19.57%
$1.13M - $1.28M
156K $8.76M
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
25.5K
+ 5799.09%
$1.12M - $1.28M
25.9K $1.46M
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
25.3K
+ 562.42%
$1.12M - $1.27M
29.8K $1.68M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
23.6K
+ 6.42%
$1.04M - $1.18M
391K $22M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
23.3K
New
$1.03M - $1.17M
23.3K $1.31M
May 02, 2022 Q1 2022
Gsb Wealth Management, LLC

BUY
 -
22.4K
+ 24.44%
$991K - $1.13M
114K $6.43M
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
21.6K
+ 17.11%
$952K - $1.08M
148K $8.31M
Apr 18, 2022 Q1 2022
Waller Financial Planning Group, Inc

BUY
 -
21.2K
+ 2.69%
$935K - $1.06M
808K $45.5M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
21.1K
+ 9.43%
$930K - $1.06M
245K $13.8M
May 12, 2022 Q1 2022
Beta Wealth Group, Inc.

BUY
 -
19.9K
New
$880K - $999K
19.9K $1.12M
Apr 20, 2022 Q1 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
19.7K
New
$871K - $989K
19.7K $1.11M
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

BUY
 -
19.4K
+ 28.56%
$856K - $972K
87.2K $4.91M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.2K
+ 35.34%
$846K - $961K
73.4K $4.13M
Apr 22, 2022 Q1 2022
Pcg Wealth Advisors, LLC

BUY
 -
19.1K
New
$842K - $957K
19.1K $1.07M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
17.3K
+ 12.87%
$762K - $866K
151K $8.52M
May 11, 2022 Q1 2022
New Perspectives, Inc

Tougaloo, MS
BUY
 -
16.5K
+ 9.98%
$729K - $828K
182K $10.2M

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