Purchases and Sales Made in Q3 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
16.8K+ 3.05% |
$646K - $774K
|
566K
$32M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 85.02% |
$632K - $756K
|
35.7K
$2.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 11.49% |
$627K - $750K
|
158K
$8.93M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
16.1K+ 50.88% |
$620K - $743K
|
47.7K
$2.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.4K+ 243.45% |
$595K - $713K
|
21.8K
$1.23M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
13.5K+ 45.88% |
$521K - $624K
|
43K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 5.28% |
$510K - $611K
|
264K
$14.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.1K+ 52.51% |
$504K - $604K
|
38K
$2.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
12.8K+ 15.36% |
$492K - $589K
|
95.8K
$5.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 13.33% |
$474K - $567K
|
104K
$5.91M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
11.4K+ 64.37% |
$438K - $525K
|
29K
$1.64M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.8KNew |
$416K - $498K
|
10.8K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 10.43% |
$407K - $487K
|
112K
$6.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.1K+ 6.16% |
$391K - $468K
|
175K
$9.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.72KNew |
$375K - $449K
|
9.72K
$550K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.31K+ 2.75% |
$359K - $430K
|
347K
$19.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.92K+ 171.98% |
$344K - $412K
|
14.1K
$799K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.58K+ 21.27% |
$331K - $396K
|
48.9K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.94KNew |
$306K - $367K
|
7.94K
$450K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7.71KNew |
$297K - $356K
|
7.71K
$436K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.69K+ 14.09% |
$296K - $355K
|
62.3K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.67KNew |
$296K - $354K
|
7.67K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.24KNew |
$279K - $334K
|
7.24K
$410K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.2KNew |
$278K - $332K
|
7.2K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.54K+ 23.8% |
$252K - $302K
|
34K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.54KNew |
$252K - $302K
|
6.54K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.04K+ 7.63% |
$233K - $279K
|
85.2K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.92KNew |
$228K - $273K
|
5.92K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.74KNew |
$221K - $265K
|
5.74K
$325K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.73K+ 3.16% |
$221K - $265K
|
187K
$10.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$211K - $253K
|
5.49K
$311K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.35KNew |
$206K - $247K
|
5.35K
$303K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.27K+ 0.67% |
$203K - $243K
|
793K
$44.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.26K+ 11.8% |
$203K - $243K
|
49.9K
$2.83M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.24K+ 59.16% |
$202K - $242K
|
14.1K
$798K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.2KNew |
$200K - $240K
|
5.2K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.59K+ 41.06% |
$177K - $212K
|
15.8K
$894K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.42K+ 10.64% |
$170K - $204K
|
46K
$2.6M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.2K+ 12.07% |
$162K - $194K
|
39K
$2.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.13KNew |
$159K - $191K
|
4.13K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.87K+ 3.09% |
$149K - $179K
|
129K
$7.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.79K+ 11.7% |
$146K - $175K
|
36.2K
$2.05M
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.67K+ 29.22% |
$141K - $169K
|
16.2K
$919K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.62K+ 2.54% |
$140K - $167K
|
146K
$8.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.61K+ 21.16% |
$139K - $167K
|
20.7K
$1.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 2.08% |
$138K - $165K
|
175K
$9.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.54KNew |
$137K - $164K
|
3.54K
$201K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.47K+ 1.68% |
$134K - $160K
|
209K
$11.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
3.36K+ 39.42% |
$129K - $155K
|
11.9K
$673K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.32K+ 10.71% |
$128K - $153K
|
34.3K
$1.94M
|