Purchases and Sales Made in Q1 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
223New |
$9.29K - $10.6K
|
223
$12.6K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
221+ 1105.0% |
$9.21K - $10.6K
|
241
$13.6K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
208+ 1.62% |
$8.67K - $9.93K
|
13.1K
$740K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
208+ 0.21% |
$8.67K - $9.93K
|
97.7K
$5.53M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
204+ 1.72% |
$8.5K - $9.74K
|
12.1K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
199+ 3.29% |
$8.29K - $9.5K
|
6.25K
$354K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
194+ 1.12% |
$8.08K - $9.26K
|
17.6K
$994K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
164+ 0.07% |
$6.83K - $7.83K
|
228K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
148+ 3.01% |
$6.17K - $7.07K
|
5.07K
$287K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
145+ 1.97% |
$6.04K - $6.92K
|
7.5K
$424K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
141+ 2.63% |
$5.88K - $6.73K
|
5.49K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
140+ 0.32% |
$5.83K - $6.68K
|
44.6K
$2.52M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
128+ 0.25% |
$5.33K - $6.11K
|
50.5K
$2.86M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
126+ 2.29% |
$5.25K - $6.02K
|
5.63K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
124New |
$5.17K - $5.92K
|
124
$7.02K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
81+ 0.63% |
$3.38K - $3.87K
|
12.9K
$729K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
80+ 0.06% |
$3.33K - $3.82K
|
142K
$8.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
79+ 438.89% |
$3.29K - $3.77K
|
97
$5.49K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
72+ 1.09% |
$3K - $3.44K
|
6.71K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66+ 3.04% |
$2.75K - $3.15K
|
2.23K
$127K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65+ 2.85% |
$2.71K - $3.1K
|
2.35K
$133K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
62+ 0.18% |
$2.58K - $2.96K
|
34.4K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
58+ 0.54% |
$2.42K - $2.77K
|
10.9K
$614K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
52+ 0.95% |
$2.17K - $2.48K
|
5.5K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
36+ 0.19% |
$1.5K - $1.72K
|
19K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.06% |
$1.46K - $1.67K
|
63.3K
$3.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
34+ 0.39% |
$1.42K - $1.62K
|
8.86K
$502K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$1.25K - $1.43K
|
30
$1.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
25+ 0.47% |
$1.04K - $1.19K
|
5.4K
$306K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 0.36% |
$1.04K - $1.19K
|
6.91K
$391K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
24New |
$1K - $1.15K
|
24
$1.36K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
22+ 0.22% |
$917 - $1.05K
|
9.82K
$556K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14+ 0.18% |
$583 - $668
|
7.79K
$441K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 0.3% |
$500 - $573
|
4.03K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$250 - $286
|
6
$340
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.12% |
$250 - $286
|
4.85K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4+ 50.0% |
$167 - $191
|
12
$680
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.49% |
$125 - $143
|
615
$34.8K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.02% |
$41.7 - $47.7
|
5.56K
$315K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$41.7 - $47.7
|
192
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$41.7 - $47.7
|
1.45K
$82.2K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1+ 0.02% |
$41.7 - $47.7
|
6.66K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.63% |
$41.7 - $47.7
|
39
$2.21K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 0.02% |
$41.7 - $47.7
|
5.39K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$41.7 - $47.7
|
5.48K
$310K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.48% |
$41.7 - $47.7
|
210
$11.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$41.7 - $47.7
|
1.69K
$95.5K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2- 0.1% |
$83.3 - $95.5
|
2.01K
$114K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 3.26% |
$125 - $143
|
89
$5.04K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10- 0.07% |
$417 - $477
|
14.9K
$845K
|