Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
4.72M
+ 12.41%
$148M - $174M
42.8M $1.53B
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.62M
+ 13.04%
$114M - $134M
31.4M $1.12B
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
2.4M
+ 49.29%
$75.4M - $88.5M
7.27M $260M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
1.71M
+ 55.56%
$53.6M - $62.9M
4.77M $171M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.48M
+ 15.65%
$46.5M - $54.6M
10.9M $391M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
1.26M
New
$39.6M - $46.5M
1.26M $45M
May 16, 2022 Q1 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
1.15M
+ 34.54%
$36M - $42.3M
4.47M $160M
Apr 13, 2022 Q1 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.12M
+ 17.27%
$35.1M - $41.3M
7.59M $272M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
857K
+ 244.54%
$26.9M - $31.6M
1.21M $43.2M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
857K
+ 32.52%
$26.9M - $31.6M
3.49M $125M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
676K
+ 6.19%
$21.2M - $25M
11.6M $414M
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
579K
+ 18.59%
$18.2M - $21.4M
3.69M $132M
May 12, 2022 Q1 2022
Financial Advisory Group

Houston, TX
BUY
 -
541K
+ 138.51%
$17M - $20M
932K $33.3M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
488K
+ 9.71%
$15.3M - $18M
5.52M $197M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
464K
+ 15.3%
$14.6M - $17.1M
3.5M $125M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
407K
+ 116.4%
$12.8M - $15M
758K $27.1M
Apr 28, 2022 Q1 2022
Townsquare Capital LLC

BUY
 -
393K
+ 14.14%
$12.4M - $14.5M
3.17M $113M
Apr 19, 2022 Q1 2022
Signature Estate & Investment Advisors LLC

BUY
 -
370K
+ 8.53%
$11.6M - $13.7M
4.71M $168M
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
367K
New
$11.5M - $13.6M
367K $13.1M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
355K
+ 11264.17%
$11.1M - $13.1M
358K $12.8M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
319K
New
$10M - $11.8M
319K $11.4M
May 12, 2022 Q1 2022
Jrm Investment Counsel, LLC

BUY
 -
296K
+ 177.77%
$9.3M - $10.9M
463K $16.5M
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
268K
+ 1594.46%
$8.42M - $9.89M
285K $10.2M
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

BUY
 -
265K
+ 30.54%
$8.32M - $9.78M
1.13M $40.5M
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
265K
+ 11.28%
$8.32M - $9.77M
2.61M $93.3M
May 10, 2022 Q1 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
254K
+ 680.5%
$7.98M - $9.38M
291K $10.4M
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

BUY
 -
235K
+ 962.66%
$7.38M - $8.67M
259K $9.27M
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
224K
+ 71.63%
$7.05M - $8.28M
537K $19.2M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
214K
+ 16.94%
$6.73M - $7.9M
1.48M $52.8M
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

BUY
 -
213K
+ 67.65%
$6.69M - $7.86M
528K $18.9M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
176K
+ 11.72%
$5.54M - $6.51M
1.68M $60.2M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
175K
New
$5.51M - $6.47M
175K $6.27M
May 04, 2022 Q1 2022
First Ascent Asset Management, LLC

BUY
 -
174K
+ 15.34%
$5.45M - $6.4M
1.3M $46.6M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
166K
+ 25.71%
$5.2M - $6.11M
810K $28.9M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
160K
New
$5.04M - $5.92M
160K $5.74M
Apr 08, 2022 Q1 2022
Trilogy Capital Inc.

BUY
 -
155K
+ 10.97%
$4.85M - $5.7M
1.56M $55.9M
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
141K
+ 5.04%
$4.45M - $5.22M
2.95M $105M
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
139K
+ 8.79%
$4.35M - $5.11M
1.71M $61.3M
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
139K
New
$4.35M - $5.11M
139K $4.95M
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
131K
+ 26.24%
$4.11M - $4.83M
629K $22.5M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
129K
New
$4.05M - $4.76M
129K $4.61M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
124K
+ 35.65%
$3.89M - $4.57M
471K $16.8M
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
122K
+ 97.56%
$3.85M - $4.52M
248K $8.86M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
122K
+ 130.7%
$3.84M - $4.51M
216K $7.72M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
119K
+ 6.13%
$3.74M - $4.4M
2.06M $73.7M
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
118K
+ 40.04%
$3.71M - $4.35M
413K $14.8M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
117K
+ 885.26%
$3.67M - $4.31M
130K $4.65M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
116K
+ 22.62%
$3.64M - $4.27M
628K $22.4M
May 12, 2022 Q1 2022
Ironwood Wealth Management, Llc.

BUY
 -
106K
+ 102.44%
$3.34M - $3.92M
210K $7.5M

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