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
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-824- 7.12% |
$31.9K - $39.1K
|
10.8K
$605K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-942- 3.38% |
$36.4K - $44.7K
|
26.9K
$1.52M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-954Closed |
$36.9K - $45.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-977- 3.77% |
$37.8K - $46.4K
|
24.9K
$1.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 14.0% |
$38.8K - $47.6K
|
6.17K
$347K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.04KClosed |
$40.1K - $49.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.08K- 15.49% |
$41.8K - $51.3K
|
5.9K
$332K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 1.65% |
$43.2K - $53K
|
66.6K
$3.75M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.14K- 12.55% |
$43.9K - $53.9K
|
7.91K
$445K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.16K- 9.99% |
$44.9K - $55.1K
|
10.5K
$589K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-1.19K- 14.82% |
$45.8K - $56.2K
|
6.81K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.24K- 0.91% |
$48.1K - $59K
|
135K
$7.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.35K- 24.28% |
$52.2K - $64.1K
|
4.21K
$237K
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.43K- 2.27% |
$55.2K - $67.8K
|
61.4K
$3.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$59.6K - $73.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.54K- 6.22% |
$59.6K - $73.1K
|
23.2K
$1.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.59K- 76.95% |
$61.6K - $75.5K
|
477
$26.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.64K- 31.32% |
$63.2K - $77.6K
|
3.59K
$202K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.66K- 3.13% |
$64.1K - $78.6K
|
51.2K
$2.88M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.73K- 15.44% |
$66.8K - $82K
|
9.47K
$533K
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.82K- 5.69% |
$70.4K - $86.4K
|
30.2K
$1.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.99K- 7.05% |
$76.9K - $94.4K
|
26.2K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.02K- 58.77% |
$78.2K - $96K
|
1.42K
$79.9K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-2.02K- 24.44% |
$78.3K - $96K
|
6.26K
$352K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.17K- 21.09% |
$83.7K - $103K
|
8.1K
$456K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 4.72% |
$84.9K - $104K
|
44.3K
$2.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.26K- 10.08% |
$87.5K - $107K
|
20.2K
$1.14M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.5KClosed |
$96.8K - $119K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.67K- 1.39% |
$103K - $127K
|
189K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.69K- 3.29% |
$104K - $128K
|
79.1K
$4.45M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.21K- 4.36% |
$124K - $152K
|
70.4K
$3.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.3K- 3.36% |
$128K - $156K
|
95K
$5.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.36K- 20.72% |
$130K - $159K
|
12.9K
$724K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.38K- 39.7% |
$131K - $160K
|
5.13K
$289K
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.49K- 40.0% |
$135K - $166K
|
5.24K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.81KClosed |
$147K - $181K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.02K- 98.38% |
$155K - $191K
|
66
$3.71K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.29KClosed |
$166K - $203K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.32KClosed |
$167K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 18.63% |
$171K - $209K
|
19.3K
$1.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.41KClosed |
$171K - $209K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.58KClosed |
$177K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-4.6KClosed |
$178K - $218K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-4.61KClosed |
$178K - $219K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.64KClosed |
$179K - $220K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.67KClosed |
$181K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.77K- 4.03% |
$185K - $227K
|
114K
$6.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.83KClosed |
$187K - $229K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.85KClosed |
$187K - $230K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.86KClosed |
$188K - $230K
|
0
$0
|