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 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.86KClosed |
$188K - $231K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.88KClosed |
$189K - $232K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.91KClosed |
$190K - $233K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.98K- 3.83% |
$193K - $236K
|
125K
$7.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.1KClosed |
$197K - $242K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.27K- 5.73% |
$204K - $250K
|
86.6K
$4.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.32KClosed |
$206K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.37KClosed |
$208K - $255K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-5.43K- 21.04% |
$210K - $258K
|
20.4K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.46K- 2.93% |
$211K - $259K
|
181K
$10.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-5.47K- 3.3% |
$212K - $260K
|
160K
$9.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.52K- 2.62% |
$213K - $262K
|
205K
$11.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.54K- 6.09% |
$214K - $263K
|
85.3K
$4.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.55KClosed |
$215K - $263K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-5.55K- 41.23% |
$215K - $263K
|
7.91K
$445K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-5.6KClosed |
$216K - $265K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.71KClosed |
$221K - $271K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-5.76KClosed |
$223K - $273K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.78KClosed |
$223K - $274K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-5.98K- 18.56% |
$231K - $284K
|
26.3K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6.44KClosed |
$249K - $306K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.61KClosed |
$256K - $314K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-6.65K- 5.81% |
$257K - $315K
|
108K
$6.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.89K- 51.67% |
$266K - $327K
|
6.44K
$363K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.9K- 33.0% |
$305K - $375K
|
16K
$902K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-7.97KClosed |
$308K - $378K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-8.03K- 3.27% |
$311K - $381K
|
237K
$13.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.43K- 44.55% |
$326K - $400K
|
10.5K
$590K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.52K- 38.73% |
$329K - $404K
|
13.5K
$759K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.84K- 11.36% |
$381K - $467K
|
76.8K
$4.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.4KClosed |
$401K - $492K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.8K- 9.42% |
$416K - $511K
|
104K
$5.83M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-11.3K- 33.37% |
$436K - $535K
|
22.5K
$1.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.5K- 19.65% |
$446K - $548K
|
47.2K
$2.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12.5KClosed |
$482K - $592K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 67.57% |
$499K - $612K
|
6.2K
$349K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.1K- 38.36% |
$505K - $620K
|
21K
$1.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.7K- 2.43% |
$529K - $649K
|
549K
$30.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-14.5K- 25.93% |
$562K - $690K
|
41.5K
$2.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-15.1K- 55.99% |
$586K - $719K
|
11.9K
$670K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16K- 36.87% |
$619K - $759K
|
27.4K
$1.54M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-16.2K- 10.62% |
$628K - $770K
|
137K
$7.69M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.9K- 63.17% |
$729K - $894K
|
11K
$619K
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-18.9K- 8.42% |
$732K - $898K
|
206K
$11.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-20.2K- 2.5% |
$780K - $957K
|
788K
$44.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.6K- 9.41% |
$798K - $979K
|
199K
$11.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-21.2K- 43.13% |
$820K - $1.01M
|
28K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.5K- 73.77% |
$868K - $1.07M
|
7.98K
$449K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-22.9K- 23.89% |
$884K - $1.09M
|
72.9K
$4.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-25.6K- 27.13% |
$990K - $1.22M
|
68.8K
$3.87M
|