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
|
Brio Consultants, LLC
|
SELL
|
- |
-2.94K- 4.83% |
$124K - $135K
|
57.9K
$3.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.31K- 1.53% |
$140K - $152K
|
214K
$12.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.5K- 2.02% |
$148K - $160K
|
169K
$9.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.51K- 9.8% |
$148K - $161K
|
32.3K
$1.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.57K- 1.57% |
$151K - $164K
|
224K
$12.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.63K- 3.72% |
$153K - $167K
|
94.1K
$5.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.85K- 2.53% |
$163K - $177K
|
148K
$8.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.14K- 6.54% |
$175K - $190K
|
59.1K
$3.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.86K- 48.17% |
$205K - $223K
|
5.23K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.04K- 45.54% |
$213K - $231K
|
6.02K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-5.71K- 12.65% |
$241K - $262K
|
39.4K
$2.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.91K- 20.65% |
$250K - $271K
|
22.7K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.93K- 50.94% |
$250K - $272K
|
5.72K
$324K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.17K- 27.75% |
$260K - $283K
|
16.1K
$909K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.18K- 16.54% |
$261K - $284K
|
31.2K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.42K- 19.77% |
$271K - $294K
|
26K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.95K- 30.96% |
$336K - $365K
|
17.7K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.12K- 29.27% |
$343K - $372K
|
19.6K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.5K- 18.53% |
$359K - $390K
|
37.4K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.53K- 44.74% |
$360K - $391K
|
10.5K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.18K- 4.55% |
$387K - $421K
|
193K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.32K- 5.48% |
$393K - $428K
|
161K
$9.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-10.5K- 1.78% |
$445K - $484K
|
583K
$33M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-11.8K- 53.26% |
$500K - $543K
|
10.4K
$589K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 14.01% |
$636K - $691K
|
92.4K
$5.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-15.3K- 12.36% |
$644K - $701K
|
108K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 49.36% |
$667K - $726K
|
16.2K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.7K- 97.87% |
$917K - $997K
|
473
$26.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-23.4K- 46.97% |
$990K - $1.08M
|
26.5K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-27.5K- 12.83% |
$1.16M - $1.26M
|
187K
$10.6M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-34.2K- 24.08% |
$1.44M - $1.57M
|
108K
$6.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-35K- 86.33% |
$1.48M - $1.61M
|
5.55K
$314K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.8K- 16.47% |
$1.55M - $1.69M
|
187K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37K- 47.1% |
$1.56M - $1.7M
|
41.6K
$2.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.4K- 88.37% |
$1.66M - $1.81M
|
5.19K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-45.4K- 49.58% |
$1.91M - $2.08M
|
46.1K
$2.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-47.3K- 27.62% |
$2M - $2.17M
|
124K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.8K- 19.34% |
$2.27M - $2.47M
|
224K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-76.1K- 91.25% |
$3.21M - $3.49M
|
7.31K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-77.9K- 86.51% |
$3.29M - $3.58M
|
12.2K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-86K- 47.86% |
$3.63M - $3.95M
|
93.7K
$5.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-90.6K- 76.28% |
$3.83M - $4.16M
|
28.2K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-104K- 57.63% |
$4.37M - $4.76M
|
76.2K
$4.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-119K- 19.92% |
$5.03M - $5.47M
|
479K
$27.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-134K- 74.35% |
$5.67M - $6.17M
|
46.4K
$2.62M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-154K- 82.59% |
$6.52M - $7.08M
|
32.5K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-202K- 97.7% |
$8.53M - $9.27M
|
4.75K
$269K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-205K- 97.17% |
$8.66M - $9.42M
|
5.97K
$338K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-206K- 3.43% |
$8.68M - $9.44M
|
5.79M
$328M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-234K- 27.85% |
$9.89M - $10.8M
|
607K
$34.4M
|