Purchases and Sales Made in Q4 2021 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
7.96KNew |
$371K - $406K
|
7.96K
$452K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
7.83KNew |
$365K - $399K
|
7.83K
$444K
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
7.82KNew |
$365K - $399K
|
7.82K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.82KNew |
$365K - $399K
|
7.82K
$444K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.72K+ 9.74% |
$360K - $393K
|
87K
$4.94M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.19KNew |
$335K - $366K
|
7.19K
$408K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.01K+ 11.23% |
$327K - $357K
|
69.4K
$3.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.7K+ 50.78% |
$312K - $341K
|
19.9K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
6.59K+ 3.97% |
$307K - $336K
|
173K
$9.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.53KNew |
$304K - $333K
|
6.53K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.37K+ 2.25% |
$297K - $325K
|
290K
$16.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.23KNew |
$290K - $317K
|
6.23K
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.2K+ 21.45% |
$289K - $316K
|
35.1K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.87K+ 3.06% |
$274K - $299K
|
198K
$11.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.82K+ 6.02% |
$271K - $296K
|
102K
$5.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.74KNew |
$268K - $292K
|
5.74K
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
5.58KNew |
$260K - $284K
|
5.58K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.58KNew |
$260K - $284K
|
5.58K
$317K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
5.56KNew |
$259K - $283K
|
5.56K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.48KNew |
$256K - $279K
|
5.48K
$311K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.41KNew |
$252K - $276K
|
5.41K
$307K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
5.39K+ 6.02% |
$251K - $274K
|
94.9K
$5.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.24KNew |
$244K - $267K
|
5.24K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.2KNew |
$242K - $265K
|
5.2K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
5.2KNew |
$242K - $265K
|
5.2K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.86K+ 86.12% |
$227K - $248K
|
10.5K
$597K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.7K+ 1.89% |
$219K - $240K
|
253K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.67KNew |
$218K - $238K
|
4.67K
$265K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.51KNew |
$210K - $230K
|
4.51K
$256K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.41KNew |
$206K - $225K
|
4.41K
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.34KNew |
$202K - $221K
|
4.34K
$246K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.29KNew |
$200K - $218K
|
4.29K
$243K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.19KNew |
$196K - $214K
|
4.19K
$238K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.11K+ 3.23% |
$191K - $209K
|
131K
$7.44M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
4.1KNew |
$191K - $209K
|
4.1K
$233K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.1K+ 2.42% |
$191K - $209K
|
174K
$9.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.04KNew |
$188K - $206K
|
4.04K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.98K+ 42.95% |
$185K - $203K
|
13.2K
$752K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.96K+ 3.87% |
$185K - $202K
|
106K
$6.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.82K+ 4.34% |
$178K - $195K
|
91.8K
$5.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.75K+ 0.76% |
$175K - $191K
|
499K
$28.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 34.69% |
$175K - $191K
|
14.5K
$825K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.47K+ 5.82% |
$162K - $177K
|
63.1K
$3.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.43KNew |
$160K - $175K
|
3.43K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.35KNew |
$156K - $170K
|
3.35K
$190K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.2K+ 15.46% |
$149K - $163K
|
23.9K
$1.36M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
3.09K+ 16.23% |
$144K - $157K
|
22.1K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.93K+ 50.56% |
$137K - $149K
|
8.72K
$495K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.78K+ 1.51% |
$130K - $142K
|
187K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.73K+ 8.82% |
$127K - $139K
|
33.7K
$1.91M
|