Purchases and Sales Made in Q1 2022 in Spdr Portfolio (SPMD)
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 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16K+ 11.13% |
$707K - $803K
|
160K
$9M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.7KNew |
$693K - $786K
|
15.7K
$883K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 3.07% |
$672K - $763K
|
510K
$28.7M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.9K+ 24.41% |
$658K - $747K
|
75.9K
$4.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
14.6K+ 8.22% |
$643K - $731K
|
192K
$10.8M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.2K+ 48.63% |
$627K - $712K
|
43.4K
$2.44M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
13.1K+ 8.08% |
$581K - $659K
|
176K
$9.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
12.9K+ 72.07% |
$571K - $649K
|
30.9K
$1.74M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 6.55% |
$571K - $648K
|
211K
$11.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
11.6KNew |
$511K - $580K
|
11.6K
$651K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.82K+ 3.82% |
$433K - $492K
|
267K
$15M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
9.7K+ 9.26% |
$428K - $487K
|
114K
$6.44M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.66K+ 9.43% |
$426K - $484K
|
112K
$6.31M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.45K+ 1022.84% |
$417K - $474K
|
10.4K
$584K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.15K+ 62.98% |
$404K - $459K
|
23.7K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.98K+ 8.45% |
$397K - $450K
|
115K
$6.49M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.61K+ 8.64% |
$380K - $432K
|
108K
$6.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.58K+ 12.35% |
$379K - $430K
|
78K
$4.39M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.37K+ 4.47% |
$369K - $420K
|
196K
$11M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
8.28K+ 5.72% |
$365K - $415K
|
153K
$8.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
8.25K+ 116.3% |
$364K - $414K
|
15.4K
$864K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.09K+ 32.01% |
$357K - $406K
|
33.4K
$1.88M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.05K+ 1.61% |
$355K - $403K
|
507K
$28.5M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.89K+ 29.64% |
$348K - $395K
|
34.5K
$1.94M
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7.49K+ 5.34% |
$331K - $375K
|
148K
$8.32M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.36K+ 15.68% |
$325K - $369K
|
54.3K
$3.06M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.28K+ 4.8% |
$321K - $365K
|
159K
$8.94M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.14K+ 37.78% |
$315K - $358K
|
26K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
6.98KNew |
$308K - $350K
|
6.98K
$393K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.86K+ 6.2% |
$303K - $344K
|
117K
$6.61M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.72KNew |
$297K - $337K
|
6.72K
$378K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.4KNew |
$282K - $321K
|
6.4K
$360K
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
6.35K+ 8.83% |
$280K - $318K
|
78.3K
$4.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$279K - $317K
|
6.33K
$356K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.16K+ 5.49% |
$272K - $309K
|
119K
$6.67M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
6.1K+ 207.9% |
$269K - $306K
|
9.04K
$509K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.8K+ 4.42% |
$256K - $291K
|
137K
$7.7M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.78KNew |
$255K - $290K
|
5.78K
$325K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
5.76KNew |
$254K - $289K
|
5.76K
$324K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
5.6KNew |
$247K - $281K
|
5.6K
$315K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.57K+ 32.6% |
$246K - $279K
|
22.7K
$1.28M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.37KNew |
$237K - $269K
|
5.37K
$302K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.35KNew |
$236K - $268K
|
5.35K
$301K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.3K+ 31.67% |
$234K - $266K
|
22K
$1.24M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.23K+ 62.11% |
$231K - $262K
|
13.6K
$768K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5K+ 21.99% |
$221K - $251K
|
27.8K
$1.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
4.86K+ 95.54% |
$215K - $244K
|
9.95K
$560K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.62K+ 101.09% |
$204K - $232K
|
9.19K
$517K
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
4.6KNew |
$203K - $231K
|
4.6K
$259K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.44KNew |
$196K - $222K
|
4.44K
$250K
|