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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.98K+ 46.4% |
$78K - $89.7K
|
6.26K
$355K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.98K+ 131.89% |
$77.7K - $89.4K
|
3.48K
$197K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
1.98K+ 8.12% |
$77.7K - $89.3K
|
26.3K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 11.0% |
$76.3K - $87.7K
|
19.6K
$1.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.91K+ 1.14% |
$75.2K - $86.5K
|
170K
$9.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.89KNew |
$74.2K - $85.3K
|
1.89K
$107K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.88K+ 7.54% |
$73.8K - $84.8K
|
26.8K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.87K+ 4.64% |
$73.6K - $84.6K
|
42.2K
$2.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.72K+ 29.02% |
$67.5K - $77.6K
|
7.63K
$432K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.54K+ 8.11% |
$60.4K - $69.4K
|
20.5K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.53K+ 5.96% |
$60.2K - $69.2K
|
27.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.53KNew |
$60.1K - $69.1K
|
1.53K
$86.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.32K+ 6.36% |
$51.7K - $59.5K
|
22K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.28K+ 10.76% |
$50.3K - $57.8K
|
13.2K
$745K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.24K+ 7.39% |
$48.6K - $55.8K
|
17.9K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.07K+ 7.88% |
$41.9K - $48.2K
|
14.6K
$826K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.05K+ 5.95% |
$41.2K - $47.3K
|
18.6K
$1.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.03K+ 6.27% |
$40.3K - $46.3K
|
17.4K
$983K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
969+ 10.39% |
$38.1K - $43.8K
|
10.3K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
922+ 1.54% |
$36.3K - $41.7K
|
61K
$3.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
889New |
$35K - $40.2K
|
889
$50.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
825+ 3.37% |
$32.4K - $37.3K
|
25.3K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
781+ 8.27% |
$30.7K - $35.3K
|
10.2K
$579K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
780+ 1.23% |
$30.7K - $35.3K
|
64.4K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
778+ 7.92% |
$30.6K - $35.2K
|
10.6K
$600K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
691+ 7.52% |
$27.2K - $31.2K
|
9.88K
$559K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
665+ 4.1% |
$26.1K - $30.1K
|
16.9K
$957K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
624+ 1.6% |
$24.5K - $28.2K
|
39.6K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
582+ 10.64% |
$22.9K - $26.3K
|
6.05K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
567+ 35.42% |
$22.3K - $25.6K
|
2.17K
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
537+ 3.51% |
$21.1K - $24.3K
|
15.8K
$896K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
528+ 20.47% |
$20.8K - $23.9K
|
3.11K
$176K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
528+ 1.49% |
$20.8K - $23.9K
|
35.9K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
491+ 6.2% |
$19.3K - $22.2K
|
8.41K
$476K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
488+ 5.24% |
$19.2K - $22.1K
|
9.79K
$555K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
460+ 7.16% |
$18.1K - $20.8K
|
6.89K
$390K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
458+ 5.33% |
$18K - $20.7K
|
9.04K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
453+ 0.22% |
$17.8K - $20.5K
|
205K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
399+ 1.45% |
$15.7K - $18K
|
27.8K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
393+ 0.91% |
$15.5K - $17.8K
|
43.4K
$2.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
385New |
$15.1K - $17.4K
|
385
$21.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
342+ 0.54% |
$13.4K - $15.5K
|
63.5K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
342+ 9.66% |
$13.4K - $15.5K
|
3.88K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
341New |
$13.4K - $15.4K
|
341
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
333New |
$13.1K - $15.1K
|
333
$18.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
315New |
$12.4K - $14.2K
|
315
$17.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
315New |
$12.4K - $14.2K
|
315
$17.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
257New |
$10.1K - $11.6K
|
257
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
252+ 4.39% |
$9.91K - $11.4K
|
5.99K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
228+ 100.0% |
$8.96K - $10.3K
|
456
$25.8K
|