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 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-8.02K- 5.04% |
$315K - $363K
|
151K
$8.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.3K- 12.2% |
$326K - $375K
|
59.7K
$3.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-9.02K- 60.78% |
$355K - $408K
|
5.82K
$328K
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-9.27K- 25.35% |
$364K - $419K
|
27.3K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.27K- 4.41% |
$364K - $419K
|
201K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-10K- 32.25% |
$395K - $454K
|
21.1K
$1.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10.4K- 4.47% |
$408K - $469K
|
222K
$12.5M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.8KClosed |
$424K - $487K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.5K- 34.79% |
$491K - $565K
|
23.4K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-13.1K- 58.57% |
$516K - $593K
|
9.28K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.9K- 13.95% |
$546K - $628K
|
85.6K
$4.82M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.9K- 13.95% |
$546K - $628K
|
85.6K
$4.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-15.7K- 2.61% |
$615K - $708K
|
585K
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 43.77% |
$640K - $736K
|
20.9K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.8K- 2.27% |
$659K - $758K
|
723K
$40.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20.6K- 11.81% |
$810K - $932K
|
154K
$8.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.5K- 11.67% |
$926K - $1.06M
|
178K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 50.27% |
$1.03M - $1.18M
|
25.9K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-26.9K- 12.85% |
$1.06M - $1.22M
|
183K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-43.5K- 0.64% |
$1.71M - $1.96M
|
6.79M
$382M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.5K- 90.24% |
$1.91M - $2.19M
|
5.25K
$295K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-52.4K- 13.03% |
$2.06M - $2.37M
|
350K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59.1K- 69.3% |
$2.32M - $2.67M
|
26.2K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-71.4K- 21.42% |
$2.81M - $3.23M
|
262K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-92.9K- 45.96% |
$3.65M - $4.2M
|
109K
$6.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-111K- 91.29% |
$4.38M - $5.04M
|
10.6K
$598K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-137K- 47.36% |
$5.4M - $6.2M
|
152K
$8.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-138K- 12.04% |
$5.42M - $6.24M
|
1.01M
$56.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-337K- 37.35% |
$13.3M - $15.3M
|
566K
$31.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-889K- 53.37% |
$34.9M - $40.2M
|
776K
$43.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.14M- 29.7% |
$84.2M - $96.8M
|
5.07M
$285M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-236M- 100.0% |
$9.27B - $10.7B
|
5.46K
$307K
|