Purchases and Sales Made in Q4 2022 in Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
236M+ 96442.04% |
$9.26B - $10.7B
|
236M
$13.3B
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.33M+ 6.89% |
$131M - $151M
|
51.7M
$2.91B
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.38M+ 814.93% |
$54.3M - $62.5M
|
1.55M
$87.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
1.04MNew |
$40.9M - $47M
|
1.04M
$58.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.04MNew |
$40.7M - $46.9M
|
1.04M
$58.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1MNew |
$39.4M - $45.4M
|
1M
$56.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
517KNew |
$20.3M - $23.4M
|
517K
$29.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
493K+ 2859.23% |
$19.4M - $22.3M
|
510K
$28.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
451K+ 5.18% |
$17.7M - $20.4M
|
9.15M
$515M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
264K+ 102.7% |
$10.4M - $11.9M
|
520K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
233K+ 26.92% |
$9.18M - $10.6M
|
1.1M
$61.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
230K+ 33.28% |
$9.04M - $10.4M
|
921K
$51.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
215KNew |
$8.44M - $9.71M
|
215K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
209KNew |
$8.23M - $9.47M
|
209K
$11.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
202K+ 19.82% |
$7.96M - $9.15M
|
1.22M
$68.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
194K+ 3552.02% |
$7.63M - $8.77M
|
199K
$11.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
177K+ 55.12% |
$6.97M - $8.01M
|
499K
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
166K+ 75.67% |
$6.51M - $7.48M
|
384K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
157K+ 440.91% |
$6.18M - $7.11M
|
193K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
147K+ 2671.49% |
$5.76M - $6.62M
|
152K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
127KNew |
$5M - $5.75M
|
127K
$7.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108K+ 104.9% |
$4.25M - $4.88M
|
211K
$11.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
92.9K+ 46.46% |
$3.65M - $4.2M
|
293K
$16.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
92.2KNew |
$3.63M - $4.17M
|
92.2K
$5.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
89.8KNew |
$3.53M - $4.06M
|
89.8K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
85.1K+ 17.01% |
$3.35M - $3.85M
|
585K
$33M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.2KNew |
$2.99M - $3.44M
|
76.2K
$4.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
64.5K+ 22.3% |
$2.53M - $2.91M
|
354K
$19.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
64.4KNew |
$2.53M - $2.91M
|
64.4K
$3.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
59.3K+ 22.6% |
$2.33M - $2.68M
|
322K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
58.2KNew |
$2.29M - $2.63M
|
58.2K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53.2KNew |
$2.09M - $2.41M
|
53.2K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
53.1K+ 14.01% |
$2.09M - $2.4M
|
432K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
52.5K+ 43.5% |
$2.06M - $2.37M
|
173K
$9.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
51K+ 1649.92% |
$2M - $2.3M
|
54.1K
$3.04M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44.9K+ 673.39% |
$1.77M - $2.03M
|
51.6K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
44.4KNew |
$1.75M - $2.01M
|
44.4K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
42.8K+ 23.54% |
$1.68M - $1.94M
|
225K
$12.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
42.4KNew |
$1.67M - $1.91M
|
42.4K
$2.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.3K+ 86.51% |
$1.66M - $1.91M
|
91.3K
$5.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40.3K+ 20.37% |
$1.58M - $1.82M
|
238K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.9K+ 53.6% |
$1.57M - $1.8M
|
114K
$6.43M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38.9K+ 21.72% |
$1.53M - $1.76M
|
218K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
37.7KNew |
$1.48M - $1.7M
|
37.7K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.1KNew |
$1.42M - $1.63M
|
36.1K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
33.1K+ 24.52% |
$1.3M - $1.5M
|
168K
$9.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.7K+ 14.16% |
$1.29M - $1.48M
|
264K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
24.5KNew |
$964K - $1.11M
|
24.5K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
22.8KNew |
$898K - $1.03M
|
22.8K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
21.9K+ 16.51% |
$860K - $989K
|
154K
$8.69M
|