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 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-974- 0.99% |
$38.3K - $44K
|
97.7K
$5.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-992- 6.65% |
$39K - $44.8K
|
13.9K
$784K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.04K- 6.39% |
$41.1K - $47.2K
|
15.3K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-1.12K- 17.13% |
$44.2K - $50.8K
|
5.44K
$306K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-1.21K- 6.39% |
$47.5K - $54.7K
|
17.7K
$997K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.28K- 4.73% |
$50.1K - $57.6K
|
25.7K
$1.45M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.28K- 4.19% |
$50.4K - $57.9K
|
29.3K
$1.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 2.45% |
$51.5K - $59.2K
|
52.2K
$2.94M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.38K- 8.26% |
$54.3K - $62.4K
|
15.3K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.39K- 2.07% |
$54.6K - $62.8K
|
65.8K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.43K- 10.41% |
$56.1K - $64.5K
|
12.3K
$690K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.44K- 3.44% |
$56.7K - $65.2K
|
40.4K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 7.63% |
$56.8K - $65.3K
|
17.5K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.45K- 9.59% |
$56.8K - $65.3K
|
13.6K
$767K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.46K- 2.35% |
$57.4K - $66K
|
60.8K
$3.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 4.87% |
$58.7K - $67.5K
|
29.2K
$1.64M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 6.73% |
$61.6K - $70.8K
|
21.7K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 2.99% |
$72.3K - $83.1K
|
59.7K
$3.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.91K- 4.15% |
$75K - $86.2K
|
44.1K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.91K- 2.11% |
$75.1K - $86.3K
|
88.6K
$4.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.16K- 4.75% |
$84.9K - $97.7K
|
43.3K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 4.82% |
$85.9K - $98.7K
|
43.1K
$2.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.3K- 1.57% |
$90.2K - $104K
|
144K
$8.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.3K- 21.41% |
$90.5K - $104K
|
8.45K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.37K- 1.79% |
$93.1K - $107K
|
130K
$7.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.43K- 31.61% |
$95.4K - $110K
|
5.25K
$295K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.54K- 16.71% |
$99.7K - $115K
|
12.6K
$711K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.6K- 10.7% |
$102K - $118K
|
21.7K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.63K- 1.67% |
$103K - $119K
|
155K
$8.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.65K- 4.95% |
$104K - $120K
|
50.9K
$2.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2.65K- 23.52% |
$104K - $120K
|
8.62K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.7K- 21.86% |
$106K - $122K
|
9.64K
$543K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-2.77K- 5.29% |
$109K - $125K
|
49.6K
$2.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.96K- 28.29% |
$116K - $134K
|
7.5K
$422K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.07K- 15.33% |
$121K - $139K
|
16.9K
$953K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.25K- 40.4% |
$128K - $147K
|
4.8K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-3.64K- 3.96% |
$143K - $164K
|
88.1K
$4.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-3.65K- 12.21% |
$143K - $165K
|
26.2K
$1.47M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 4.99% |
$165K - $190K
|
80K
$4.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.54K- 6.27% |
$179K - $205K
|
67.9K
$3.82M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.69K- 4.62% |
$184K - $212K
|
96.8K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.02K- 34.21% |
$197K - $227K
|
9.66K
$543K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.22K- 8.49% |
$205K - $236K
|
56.3K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.38K- 11.08% |
$211K - $243K
|
43.2K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.74K- 7.17% |
$226K - $259K
|
74.3K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.57K- 22.16% |
$258K - $297K
|
23.1K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.72K- 2.24% |
$264K - $304K
|
293K
$16.5M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.84K- 9.41% |
$269K - $309K
|
65.8K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.39K- 2.8% |
$290K - $334K
|
256K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.44K- 33.21% |
$293K - $336K
|
15K
$843K
|