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 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.01% |
$42.2 - $45.9
|
18.4K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.56% |
$42.2 - $45.9
|
40
$2.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.52% |
$42.2 - $45.9
|
193
$10.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$42.2 - $45.9
|
1.69K
$95.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$42.2 - $45.9
|
8.87K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$42.2 - $45.9
|
5.91K
$335K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.13% |
$253 - $275
|
4.59K
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-10- 11.24% |
$422 - $459
|
79
$4.47K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-27- 0.52% |
$1.14K - $1.24K
|
5.2K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 0.49% |
$1.73K - $1.88K
|
8.39K
$475K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 0.49% |
$1.73K - $1.88K
|
8.39K
$475K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-44- 0.28% |
$1.86K - $2.02K
|
15.9K
$900K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-51- 0.2% |
$2.15K - $2.34K
|
25.2K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-62- 1.23% |
$2.62K - $2.85K
|
4.98K
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-63- 0.47% |
$2.66K - $2.89K
|
13.4K
$759K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-69- 0.33% |
$2.91K - $3.17K
|
21.1K
$1.19M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-75- 0.61% |
$3.17K - $3.44K
|
12.2K
$690K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-79- 81.44% |
$3.33K - $3.63K
|
18
$1.02K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-92- 0.94% |
$3.88K - $4.22K
|
9.72K
$551K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-95- 1.22% |
$4.01K - $4.36K
|
7.69K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-100- 0.92% |
$4.22K - $4.59K
|
10.8K
$612K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-119- 0.67% |
$5.02K - $5.46K
|
17.6K
$999K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-120- 1.4% |
$5.07K - $5.51K
|
8.44K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-153- 0.14% |
$6.46K - $7.02K
|
112K
$6.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-170- 2.15% |
$7.18K - $7.8K
|
7.73K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.03% |
$7.34K - $7.98K
|
566K
$32.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-183- 22.13% |
$7.72K - $8.4K
|
644
$36.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-197- 2.96% |
$8.32K - $9.04K
|
6.47K
$366K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-200- 22.99% |
$8.44K - $9.18K
|
670
$37.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-201- 1.76% |
$8.48K - $9.22K
|
11.2K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-202- 1.67% |
$8.53K - $9.27K
|
11.9K
$672K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-208- 1.09% |
$8.78K - $9.55K
|
18.8K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-210- 4.49% |
$8.86K - $9.64K
|
4.47K
$253K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-222- 4.05% |
$9.37K - $10.2K
|
5.26K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-232- 1.63% |
$9.79K - $10.6K
|
14K
$791K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-232- 1.84% |
$9.79K - $10.6K
|
12.4K
$703K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-236- 1.07% |
$9.96K - $10.8K
|
21.8K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-237- 2.24% |
$10K - $10.9K
|
10.3K
$585K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-254- 2.96% |
$10.7K - $11.7K
|
8.33K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-259- 0.44% |
$10.9K - $11.9K
|
59.2K
$3.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-264- 4.89% |
$11.1K - $12.1K
|
5.13K
$291K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-285- 19.96% |
$12K - $13.1K
|
1.14K
$64.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-290- 3.14% |
$12.2K - $13.3K
|
8.94K
$506K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 0.72% |
$12.9K - $14K
|
42.3K
$2.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-325- 0.83% |
$13.7K - $14.9K
|
38.8K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-340- 7.92% |
$14.4K - $15.6K
|
3.96K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-342- 2.32% |
$14.4K - $15.7K
|
14.4K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-346- 0.95% |
$14.6K - $15.9K
|
35.9K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-376- 66.67% |
$15.9K - $17.3K
|
188
$10.6K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-415- 0.82% |
$17.5K - $19K
|
50.1K
$2.84M
|