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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.11KNew |
$240K - $276K
|
6.11K
$346K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.1K+ 6.2% |
$240K - $276K
|
104K
$5.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.09KNew |
$239K - $275K
|
6.09K
$345K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.07KNew |
$239K - $274K
|
6.07K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$238K - $274K
|
6.05K
$343K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6K+ 6.24% |
$236K - $271K
|
102K
$5.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.81K+ 1.79% |
$228K - $263K
|
330K
$18.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
5.76KNew |
$226K - $260K
|
5.76K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.73K+ 14.05% |
$225K - $259K
|
46.5K
$2.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.7K+ 19.46% |
$224K - $258K
|
35K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.67KNew |
$223K - $256K
|
5.67K
$321K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.62KNew |
$221K - $254K
|
5.62K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.37KNew |
$211K - $243K
|
5.37K
$304K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5.31KNew |
$209K - $240K
|
5.31K
$301K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.99KNew |
$196K - $225K
|
4.99K
$282K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
4.92KNew |
$193K - $222K
|
4.92K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.91KNew |
$193K - $222K
|
4.91K
$278K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$192K - $221K
|
4.89K
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.88K+ 2.19% |
$192K - $220K
|
228K
$12.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.84KNew |
$190K - $219K
|
4.84K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.8KNew |
$189K - $217K
|
4.8K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.68K+ 64.94% |
$184K - $211K
|
11.9K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 4.1% |
$183K - $210K
|
118K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.59K+ 5.39% |
$180K - $207K
|
89.8K
$5.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.56KNew |
$179K - $206K
|
4.56K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.28KNew |
$168K - $194K
|
4.28K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.25K+ 14.03% |
$167K - $192K
|
34.5K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.21K+ 9.5% |
$165K - $190K
|
48.5K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.19K+ 1.31% |
$165K - $189K
|
323K
$18.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.16K+ 69.97% |
$163K - $188K
|
10.1K
$572K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.07K+ 11.88% |
$160K - $184K
|
38.3K
$2.17M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.96K+ 8.67% |
$156K - $179K
|
49.6K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 23.6% |
$149K - $172K
|
19.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.79K+ 2.94% |
$149K - $172K
|
133K
$7.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.58K+ 1.94% |
$141K - $162K
|
189K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.31KNew |
$130K - $150K
|
3.31K
$188K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.3K+ 63.38% |
$130K - $149K
|
8.49K
$481K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.25K+ 144.88% |
$128K - $147K
|
5.5K
$311K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.21K+ 16.48% |
$126K - $145K
|
22.7K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.18K+ 3.4% |
$125K - $144K
|
96.6K
$5.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.17K+ 2.15% |
$125K - $143K
|
150K
$8.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.85K+ 2.05% |
$112K - $129K
|
142K
$8.02M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.67K+ 5.59% |
$105K - $121K
|
50.4K
$2.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.57K+ 38.35% |
$101K - $116K
|
9.26K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.49K+ 31.41% |
$98.1K - $113K
|
10.4K
$591K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.28KNew |
$89.8K - $103K
|
2.28K
$129K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.16K+ 2.88% |
$85K - $97.7K
|
77.4K
$4.38M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.13K+ 74.14% |
$83.6K - $96.2K
|
5K
$283K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.09K+ 26.61% |
$82.1K - $94.4K
|
9.93K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.08K+ 21.22% |
$81.7K - $93.9K
|
11.9K
$672K
|