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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-843- 2.97% |
$39.3K - $43K
|
27.6K
$1.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-873- 15.87% |
$40.7K - $44.5K
|
4.63K
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-904- 3.38% |
$42.2K - $46.1K
|
25.8K
$1.46M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-984- 1.38% |
$45.9K - $50.1K
|
70.2K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.09K- 0.69% |
$50.7K - $55.4K
|
157K
$8.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.18K- 0.88% |
$54.9K - $60K
|
133K
$7.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.22K- 18.92% |
$56.9K - $62.2K
|
5.23K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 1.73% |
$57.4K - $62.8K
|
70K
$3.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 0.66% |
$57.8K - $63.1K
|
187K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.32K- 2.41% |
$61.5K - $67.2K
|
53.4K
$3.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.38KClosed |
$64.4K - $70.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.39K- 5.61% |
$64.7K - $70.7K
|
23.4K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.9KClosed |
$88.6K - $96.8K
|
0
$0
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.41KClosed |
$112K - $123K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.43K- 1.31% |
$113K - $124K
|
183K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.54K- 8.91% |
$118K - $129K
|
26K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 2.5% |
$132K - $144K
|
111K
$6.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-3.06K- 8.68% |
$143K - $156K
|
32.2K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.11K- 3.11% |
$145K - $159K
|
97K
$5.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.57K- 17.74% |
$166K - $182K
|
16.5K
$937K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.59K- 34.14% |
$167K - $183K
|
6.92K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.77K- 17.68% |
$176K - $192K
|
17.5K
$994K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.34K- 8.39% |
$202K - $221K
|
47.4K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-4.45K- 14.23% |
$207K - $227K
|
26.8K
$1.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-4.94KClosed |
$230K - $252K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.98K- 26.69% |
$232K - $254K
|
13.7K
$774K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.11K- 7.59% |
$238K - $260K
|
62.2K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.35KClosed |
$249K - $273K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.36K- 5.51% |
$250K - $273K
|
91.9K
$5.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.04K- 6.28% |
$281K - $307K
|
90.1K
$5.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.39KClosed |
$298K - $325K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.36K- 32.75% |
$343K - $375K
|
15.1K
$856K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.51K- 48.32% |
$350K - $382K
|
8.03K
$455K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.27KClosed |
$386K - $421K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8.3KClosed |
$387K - $423K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.78KClosed |
$410K - $447K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.8K- 0.16% |
$505K - $551K
|
6.72M
$380M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 29.43% |
$530K - $579K
|
27.2K
$1.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-11.5K- 54.84% |
$536K - $585K
|
9.46K
$536K
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-11.7KClosed |
$544K - $594K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13K- 5.55% |
$606K - $662K
|
221K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$683K - $747K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-14.8K- 83.47% |
$690K - $754K
|
2.93K
$166K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 24.52% |
$720K - $786K
|
47.5K
$2.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.3KClosed |
$762K - $833K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.7K- 38.18% |
$917K - $1M
|
31.8K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-19.7KClosed |
$919K - $1M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-27.4K- 97.31% |
$1.28M - $1.4M
|
760
$43K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-28.4K- 11.63% |
$1.33M - $1.45M
|
216K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-34.6K- 93.43% |
$1.62M - $1.76M
|
2.44K
$138K
|