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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.53KNew |
$97.8K - $120K
|
2.53K
$143K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.48K+ 37.76% |
$95.9K - $118K
|
9.05K
$513K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
2.43K+ 19.58% |
$94K - $115K
|
14.9K
$841K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.35K+ 40.52% |
$91K - $112K
|
8.16K
$462K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.3K+ 22.67% |
$89.1K - $109K
|
12.5K
$706K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.13K+ 7.66% |
$82.3K - $101K
|
29.9K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.12K+ 13.29% |
$82K - $101K
|
18.1K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.02K+ 6.98% |
$78.1K - $95.8K
|
31K
$1.75M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.98K+ 12.61% |
$76.5K - $93.9K
|
17.7K
$1M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.91K+ 2.23% |
$73.9K - $90.7K
|
87.8K
$4.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.87KNew |
$72.2K - $88.5K
|
1.87K
$106K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.73K+ 2.81% |
$67K - $82.2K
|
63.3K
$3.58M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.66KNew |
$64.3K - $79K
|
1.66K
$94.2K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
1.65K+ 25.1% |
$63.9K - $78.4K
|
8.23K
$466K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.6K+ 14.08% |
$61.8K - $75.8K
|
12.9K
$733K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.58K+ 296.62% |
$61K - $74.9K
|
2.11K
$119K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 39.99% |
$60.4K - $74.2K
|
5.47K
$310K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.56K+ 18.29% |
$60.2K - $73.9K
|
10.1K
$570K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48K+ 5.9% |
$57.4K - $70.4K
|
26.6K
$1.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.43K+ 4.28% |
$55.2K - $67.8K
|
34.8K
$1.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.41K+ 31.88% |
$54.7K - $67.1K
|
5.85K
$331K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.4K+ 24.44% |
$54.1K - $66.4K
|
7.13K
$404K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.39K+ 161.98% |
$53.9K - $66.1K
|
2.25K
$128K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.37K+ 18.58% |
$52.8K - $64.8K
|
8.71K
$493K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.36K+ 5.29% |
$52.7K - $64.6K
|
27.1K
$1.54M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
1.33K+ 4.74% |
$51.6K - $63.3K
|
29.5K
$1.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.28K+ 25.46% |
$49.5K - $60.8K
|
6.31K
$358K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.28K+ 7.12% |
$49.4K - $60.6K
|
19.2K
$1.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.22K+ 9.14% |
$47.2K - $57.9K
|
14.6K
$825K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.22K+ 18.84% |
$47.2K - $57.9K
|
7.7K
$436K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.18K+ 2.65% |
$45.7K - $56.1K
|
45.8K
$2.59M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.04K+ 37.25% |
$40.1K - $49.2K
|
3.82K
$216K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.03K+ 7.53% |
$39.8K - $48.8K
|
14.7K
$831K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 107.77% |
$39.7K - $48.7K
|
1.98K
$112K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
994+ 1.6% |
$38.4K - $47.2K
|
63.2K
$3.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
868New |
$33.6K - $41.2K
|
868
$49.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
818+ 2.35% |
$31.6K - $38.8K
|
35.6K
$2.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
764+ 8.35% |
$29.5K - $36.3K
|
9.92K
$562K
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
644+ 4.86% |
$24.9K - $30.6K
|
13.9K
$787K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
631+ 9.97% |
$24.4K - $29.9K
|
6.96K
$394K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
631+ 40.14% |
$24.4K - $29.9K
|
2.2K
$125K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
565New |
$21.8K - $26.8K
|
565
$32K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
560+ 1191.49% |
$21.7K - $26.6K
|
607
$34.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
557+ 1.15% |
$21.5K - $26.4K
|
49.1K
$2.78M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
532+ 0.29% |
$20.6K - $25.2K
|
182K
$10.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
515+ 32.49% |
$19.9K - $24.4K
|
2.1K
$119K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
475+ 1.15% |
$18.4K - $22.5K
|
41.7K
$2.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
449+ 36.39% |
$17.4K - $21.3K
|
1.68K
$95.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
424New |
$16.4K - $20.1K
|
424
$24K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
424New |
$16.4K - $20.1K
|
424
$24K
|