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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.43KNew |
$60.3K - $65.6K
|
1.43K
$81.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42K+ 2.15% |
$59.9K - $65.1K
|
67.4K
$3.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.37K+ 5.45% |
$58K - $63K
|
26.6K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.37K+ 6.99% |
$57.6K - $62.6K
|
20.9K
$1.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$57.3K - $62.3K
|
1.36K
$77.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.3K+ 12.25% |
$54.9K - $59.7K
|
11.9K
$677K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 4.23% |
$54.8K - $59.6K
|
32K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3K+ 275.74% |
$54.7K - $59.5K
|
1.77K
$100K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.23K+ 10.13% |
$52.1K - $56.6K
|
13.4K
$762K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.21K+ 15.14% |
$51.1K - $55.6K
|
9.21K
$523K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2KNew |
$50.6K - $55K
|
1.2K
$68.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.2K+ 4.24% |
$50.6K - $55K
|
29.5K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.18K+ 12.89% |
$49.7K - $54.1K
|
10.3K
$586K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.13K+ 17.75% |
$47.7K - $51.9K
|
7.5K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.06K+ 4.15% |
$44.7K - $48.6K
|
26.6K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.03K+ 36.82% |
$43.3K - $47.1K
|
3.82K
$217K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.02KNew |
$43.1K - $46.9K
|
1.02K
$58K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.01K+ 10.49% |
$42.5K - $46.2K
|
10.6K
$602K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
933+ 2.96% |
$39.4K - $42.8K
|
32.5K
$1.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
916+ 14.78% |
$38.7K - $42K
|
7.12K
$404K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
903+ 0.86% |
$38.1K - $41.4K
|
106K
$6.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
890+ 3.94% |
$37.6K - $40.8K
|
23.5K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
880+ 2.36% |
$37.1K - $40.4K
|
38.1K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
876+ 5.28% |
$37K - $40.2K
|
17.5K
$993K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
849+ 0.96% |
$35.8K - $39K
|
89.7K
$5.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
787+ 1.6% |
$33.2K - $36.1K
|
50.1K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
782+ 324.48% |
$33K - $35.9K
|
1.02K
$58.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
716+ 0.68% |
$30.2K - $32.9K
|
106K
$6.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
646+ 4.21% |
$27.3K - $29.6K
|
16K
$908K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
631+ 3.59% |
$26.6K - $29K
|
18.2K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
589+ 5.52% |
$24.9K - $27K
|
11.3K
$639K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
525+ 2.43% |
$22.2K - $24.1K
|
22.2K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
521+ 3.72% |
$22K - $23.9K
|
14.5K
$824K
|
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
512+ 1.02% |
$21.6K - $23.5K
|
50.9K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$21.1K - $22.9K
|
500
$28.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
485+ 2.26% |
$20.5K - $22.3K
|
21.9K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
469+ 3.59% |
$19.8K - $21.5K
|
13.5K
$769K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
457+ 3.91% |
$19.3K - $21K
|
12.1K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
430+ 0.68% |
$18.2K - $19.7K
|
64.1K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
424+ 3.98% |
$17.9K - $19.5K
|
11.1K
$629K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
391+ 2.94% |
$16.5K - $17.9K
|
13.7K
$778K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
379+ 3.97% |
$16K - $17.4K
|
9.92K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
361+ 0.85% |
$15.2K - $16.6K
|
42.7K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
338+ 2.68% |
$14.3K - $15.5K
|
13K
$737K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
333+ 6.3% |
$14.1K - $15.3K
|
5.62K
$319K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
329+ 2.03% |
$13.9K - $15.1K
|
16.6K
$940K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
309+ 6.73% |
$13K - $14.2K
|
4.9K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
282New |
$11.9K - $12.9K
|
282
$16K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
277+ 4.64% |
$11.7K - $12.7K
|
6.24K
$355K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
271+ 3.43% |
$11.4K - $12.4K
|
8.18K
$464K
|