Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)
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 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41.6K+ 2.31% |
$1.31M - $1.53M
|
1.84M
$65.9M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39.8KNew |
$1.25M - $1.47M
|
39.8K
$1.42M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
39.7K+ 51.87% |
$1.25M - $1.47M
|
116K
$4.16M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
39K+ 2.17% |
$1.22M - $1.44M
|
1.84M
$65.7M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
36.7K+ 10.93% |
$1.15M - $1.36M
|
373K
$13.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
35.4K+ 5.02% |
$1.11M - $1.31M
|
741K
$26.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.3K+ 303.1% |
$1.11M - $1.3M
|
46.9K
$1.68M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
34.9K+ 10.34% |
$1.1M - $1.29M
|
373K
$13.3M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
34.5KNew |
$1.08M - $1.27M
|
34.5K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33.8K+ 17.75% |
$1.06M - $1.25M
|
224K
$8.01M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
33.6K+ 20.64% |
$1.06M - $1.24M
|
197K
$7.03M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.5K+ 27.68% |
$1.05M - $1.24M
|
155K
$5.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
32.2K+ 3.99% |
$1.01M - $1.19M
|
837K
$29.9M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
31.1K+ 18.07% |
$978K - $1.15M
|
203K
$7.27M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
30.4K+ 65.66% |
$954K - $1.12M
|
76.6K
$2.74M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
30.3KNew |
$952K - $1.12M
|
30.3K
$1.08M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
29.4KNew |
$925K - $1.09M
|
29.4K
$1.05M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.3KNew |
$919K - $1.08M
|
29.3K
$1.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
28.9K+ 6.1% |
$908K - $1.07M
|
503K
$18M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28.8K+ 11.13% |
$906K - $1.06M
|
288K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.8K+ 9.66% |
$905K - $1.06M
|
327K
$11.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
28.5K+ 11.83% |
$894K - $1.05M
|
269K
$9.62M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
28KNew |
$880K - $1.03M
|
28K
$1M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.7KNew |
$869K - $1.02M
|
27.7K
$989K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.6K+ 8.64% |
$866K - $1.02M
|
347K
$12.4M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
27.3K+ 110.79% |
$858K - $1.01M
|
52K
$1.86M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
26.4K+ 1.86% |
$829K - $974K
|
1.45M
$51.8M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
26.1K+ 7.67% |
$820K - $963K
|
366K
$13.1M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25.4K+ 18.92% |
$797K - $937K
|
159K
$5.7M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
24.9K+ 88.8% |
$784K - $921K
|
53K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.8KNew |
$778K - $914K
|
24.8K
$885K
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
24.5KNew |
$768K - $902K
|
24.5K
$874K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 693.58% |
$751K - $882K
|
27.3K
$977K
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
23.8KNew |
$747K - $877K
|
23.8K
$850K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
23.7K+ 12.58% |
$744K - $874K
|
212K
$7.57M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
23.2KNew |
$730K - $858K
|
23.2K
$831K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
22.9K+ 81.75% |
$719K - $844K
|
50.9K
$1.82M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
22.8K+ 10.36% |
$717K - $842K
|
243K
$8.68M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
22.1K+ 7.73% |
$695K - $817K
|
308K
$11M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
21.7K+ 1.78% |
$683K - $802K
|
1.24M
$44.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
21.6K+ 3.11% |
$680K - $799K
|
717K
$25.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
21.1K+ 9.44% |
$664K - $780K
|
245K
$8.76M
|
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
20.6K+ 6.02% |
$647K - $760K
|
363K
$13M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.5K+ 21.45% |
$645K - $758K
|
116K
$4.16M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
19.8K+ 104.65% |
$621K - $730K
|
38.7K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19K+ 24.03% |
$597K - $701K
|
98K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.6KNew |
$583K - $685K
|
18.6K
$663K
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
18.1K+ 43.92% |
$570K - $670K
|
59.4K
$2.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
18.1K+ 44.95% |
$568K - $668K
|
58.3K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 15.55% |
$567K - $666K
|
134K
$4.8M
|