Purchases and Sales Made in Q2 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.7K+ 1513.87% |
$608K - $746K
|
16.8K
$943K
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
15KNew |
$579K - $710K
|
15K
$843K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 5.06% |
$553K - $678K
|
297K
$16.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
14.3K+ 19.46% |
$551K - $677K
|
87.5K
$4.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 18.11% |
$546K - $671K
|
92.2K
$5.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.9K+ 7.22% |
$536K - $658K
|
206K
$11.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
13.4K+ 209.8% |
$519K - $637K
|
19.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12.6KNew |
$486K - $596K
|
12.6K
$707K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 8.41% |
$481K - $590K
|
160K
$9.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
12.3KNew |
$475K - $583K
|
12.3K
$691K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$458K - $562K
|
11.8K
$667K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.7KNew |
$454K - $557K
|
11.7K
$660K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.5K+ 5.29% |
$443K - $544K
|
228K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$433K - $531K
|
11.2K
$630K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
10.5K+ 105.78% |
$407K - $499K
|
20.5K
$1.15M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.75K+ 130.23% |
$338K - $415K
|
15.5K
$870K
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.2KNew |
$278K - $342K
|
7.2K
$405K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.06K+ 22.73% |
$273K - $335K
|
38.1K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.83KNew |
$264K - $324K
|
6.83K
$384K
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.8K+ 4.28% |
$263K - $322K
|
166K
$9.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
6.6KNew |
$255K - $313K
|
6.6K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.59K+ 6.09% |
$255K - $313K
|
115K
$6.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.51K+ 2.67% |
$252K - $309K
|
251K
$14.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.41K+ 24.62% |
$248K - $304K
|
32.4K
$1.83M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.34KNew |
$245K - $301K
|
6.34K
$357K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
6.27K+ 0.96% |
$242K - $297K
|
657K
$37M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.26KNew |
$242K - $297K
|
6.26K
$352K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.07K+ 84.5% |
$235K - $288K
|
13.3K
$746K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.85K+ 16.96% |
$226K - $278K
|
40.3K
$2.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.64K+ 4.8% |
$218K - $268K
|
123K
$6.93M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.64KNew |
$218K - $267K
|
5.64K
$317K
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
5.62KNew |
$217K - $267K
|
5.62K
$316K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.6KNew |
$217K - $266K
|
5.6K
$315K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
4.81K+ 6.14% |
$186K - $228K
|
83.1K
$4.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.47K+ 312.59% |
$173K - $212K
|
5.9K
$332K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.4KNew |
$170K - $209K
|
4.4K
$248K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.37K+ 12.98% |
$169K - $207K
|
38K
$2.14M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.35K+ 4.91% |
$168K - $207K
|
92.9K
$5.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.28K+ 48.08% |
$166K - $203K
|
13.2K
$743K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.17K+ 4.78% |
$161K - $198K
|
91.5K
$5.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.77K+ 2.42% |
$146K - $179K
|
159K
$8.97M
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
3.53K+ 10.68% |
$136K - $167K
|
36.5K
$2.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.29K+ 1.03% |
$127K - $156K
|
323K
$18.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25K+ 14.93% |
$126K - $154K
|
25.1K
$1.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.07K+ 55.66% |
$119K - $146K
|
8.59K
$483K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 1.8% |
$117K - $144K
|
171K
$9.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 8.4% |
$106K - $130K
|
35.2K
$1.98M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.73K+ 8.4% |
$106K - $130K
|
35.2K
$1.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.66K+ 3.95% |
$103K - $126K
|
69.8K
$3.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.57K+ 16.66% |
$99.3K - $122K
|
18K
$1.01M
|