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 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.3K+ 22.16% |
$797K - $916K
|
112K
$6.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
20.1K+ 20.21% |
$792K - $910K
|
120K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
19.8K+ 231.08% |
$780K - $897K
|
28.4K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5K+ 25.39% |
$768K - $883K
|
96.4K
$5.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.3KNew |
$760K - $874K
|
19.3K
$1.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
19.1K+ 38.54% |
$751K - $863K
|
68.6K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6KNew |
$731K - $841K
|
18.6K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17.4K+ 316.1% |
$683K - $786K
|
22.9K
$1.29M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
17.3KNew |
$681K - $782K
|
17.3K
$974K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.2K+ 7.39% |
$675K - $777K
|
250K
$14.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
16.9K+ 7.62% |
$664K - $764K
|
239K
$13.4M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
16.1KNew |
$632K - $726K
|
16.1K
$904K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
15.6K+ 24.28% |
$615K - $707K
|
80K
$4.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
15.3KNew |
$603K - $694K
|
15.3K
$864K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.2K+ 69.63% |
$596K - $686K
|
36.9K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
14.8K+ 2.62% |
$583K - $670K
|
581K
$32.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
14.4KNew |
$566K - $650K
|
14.4K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$564K - $648K
|
14.3K
$807K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 7.21% |
$551K - $633K
|
208K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.5K+ 30.73% |
$533K - $612K
|
57.6K
$3.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.5K+ 12.1% |
$532K - $612K
|
125K
$7.05M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12.9KNew |
$505K - $581K
|
12.9K
$724K
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.8KNew |
$503K - $578K
|
12.8K
$720K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.2K+ 24.43% |
$479K - $551K
|
62.1K
$3.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.6KNew |
$455K - $523K
|
11.6K
$651K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
11.4K+ 13.25% |
$448K - $516K
|
97.5K
$5.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 2.12% |
$447K - $514K
|
547K
$30.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
11.1K+ 7.13% |
$438K - $504K
|
168K
$9.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.1K+ 29.25% |
$437K - $503K
|
49.1K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
10.5K+ 10.99% |
$414K - $476K
|
106K
$5.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.8KNew |
$385K - $443K
|
9.8K
$551K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.42K+ 6.93% |
$370K - $426K
|
145K
$8.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.32K+ 1.62% |
$366K - $421K
|
585K
$32.9M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.14KNew |
$360K - $413K
|
9.14K
$515K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.14KNew |
$359K - $413K
|
9.14K
$514K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.74K+ 6.93% |
$344K - $395K
|
135K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.67K+ 4.64% |
$341K - $392K
|
195K
$11M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.35KNew |
$328K - $378K
|
8.35K
$470K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.3KNew |
$326K - $375K
|
8.3K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.01K+ 23.53% |
$315K - $362K
|
42K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.94KNew |
$312K - $359K
|
7.94K
$447K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.92K+ 1.0% |
$311K - $358K
|
801K
$45.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.46K+ 47.27% |
$293K - $337K
|
23.2K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.45KNew |
$293K - $337K
|
7.45K
$419K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.2KNew |
$283K - $326K
|
7.2K
$405K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.04KNew |
$277K - $318K
|
7.04K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.87K+ 5.76% |
$270K - $311K
|
126K
$7.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47K+ 6.2% |
$255K - $293K
|
111K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.44KNew |
$253K - $291K
|
6.44K
$362K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.19K+ 17.09% |
$243K - $280K
|
42.4K
$2.39M
|