Purchases and Sales Made in Q2 2023 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
6.36K+ 2.4% |
$269K - $292K
|
271K
$15.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.28K+ 23.63% |
$265K - $288K
|
32.9K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.14K+ 109.6% |
$259K - $282K
|
11.8K
$665K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6.07K+ 6.89% |
$256K - $278K
|
94.1K
$5.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
6.01KNew |
$254K - $276K
|
6.01K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.83KNew |
$246K - $268K
|
5.83K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.72KNew |
$241K - $262K
|
5.72K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.63KNew |
$238K - $258K
|
5.63K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.39KNew |
$228K - $247K
|
5.39K
$305K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.37K+ 3.12% |
$226K - $246K
|
178K
$10.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.36K+ 28.67% |
$226K - $246K
|
24K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.99K+ 9.29% |
$210K - $229K
|
58.7K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.87K+ 1.17% |
$206K - $224K
|
422K
$23.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.65K+ 20.02% |
$196K - $213K
|
27.9K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$194K - $211K
|
4.6K
$260K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.56KNew |
$192K - $209K
|
4.56K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 9.24% |
$179K - $194K
|
50K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 66.93% |
$170K - $185K
|
10.1K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.92K+ 3.54% |
$166K - $180K
|
115K
$6.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.44K+ 2.55% |
$145K - $158K
|
138K
$7.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 1.07% |
$143K - $155K
|
320K
$18.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.19K+ 6.62% |
$135K - $146K
|
51.4K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.12K+ 22.25% |
$132K - $143K
|
17.2K
$972K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.89K+ 5.28% |
$122K - $133K
|
57.7K
$3.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.7K+ 5.18% |
$114K - $124K
|
54.8K
$3.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.64K+ 1.12% |
$112K - $121K
|
239K
$13.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.63K+ 4.33% |
$111K - $121K
|
63.3K
$3.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.6K+ 49.0% |
$110K - $119K
|
7.89K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.49K+ 1.66% |
$105K - $114K
|
153K
$8.67M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.45K+ 9.41% |
$103K - $112K
|
28.5K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.42K+ 119.26% |
$102K - $111K
|
4.44K
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.36KNew |
$99.4K - $108K
|
2.36K
$133K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.3K+ 10.95% |
$97.2K - $106K
|
23.3K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.27K+ 40.3% |
$95.7K - $104K
|
7.89K
$447K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.25K+ 9.64% |
$95K - $103K
|
25.6K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.23K+ 4.84% |
$94K - $102K
|
48.3K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.16K+ 35.66% |
$91K - $99K
|
8.21K
$465K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.13KNew |
$90.1K - $97.9K
|
2.13K
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.08K+ 11.66% |
$88K - $95.6K
|
20K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.05K+ 1.82% |
$86.3K - $93.8K
|
114K
$6.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.96K+ 8.22% |
$82.5K - $89.7K
|
25.7K
$1.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.91KNew |
$80.7K - $87.7K
|
1.91K
$108K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.79K+ 1.21% |
$75.3K - $81.9K
|
150K
$8.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.76K+ 1.01% |
$74.4K - $80.9K
|
177K
$10M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 8.22% |
$72.2K - $78.5K
|
22.5K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.65K+ 6.21% |
$69.5K - $75.5K
|
28.2K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.59K+ 25.19% |
$67.2K - $73K
|
7.91K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.59K+ 2.61% |
$67.1K - $73K
|
62.4K
$3.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.57K+ 3.81% |
$66.1K - $71.8K
|
42.6K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.48K+ 13.37% |
$62.4K - $67.9K
|
12.5K
$710K
|