Purchases and Sales Made in Q1 2023 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 2023. 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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.96KNew |
$208K - $228K
|
6.96K
$254K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.9KNew |
$206K - $226K
|
6.9K
$251K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.89KNew |
$206K - $225K
|
6.89K
$251K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
6.83K+ 11.0% |
$204K - $224K
|
68.9K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
6.83KNew |
$204K - $223K
|
6.83K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.76KNew |
$202K - $221K
|
6.76K
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6.73KNew |
$201K - $220K
|
6.73K
$245K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.57K+ 7.32% |
$196K - $215K
|
96.4K
$3.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.47K+ 22.82% |
$193K - $212K
|
34.8K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
6.44KNew |
$192K - $211K
|
6.44K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6.4KNew |
$191K - $209K
|
6.4K
$233K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.38K+ 26.06% |
$190K - $209K
|
30.9K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.38KNew |
$190K - $209K
|
6.38K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.33KNew |
$189K - $207K
|
6.33K
$231K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
6.29KNew |
$188K - $206K
|
6.29K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
6.26KNew |
$187K - $205K
|
6.26K
$228K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
6.23KNew |
$186K - $204K
|
6.23K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
5.86K+ 39.11% |
$175K - $192K
|
20.8K
$759K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
5.84K+ 4.27% |
$174K - $191K
|
143K
$5.19M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.74K+ 63.28% |
$171K - $188K
|
14.8K
$539K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.63K+ 3.12% |
$168K - $184K
|
186K
$6.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.59K+ 28.63% |
$167K - $183K
|
25.1K
$916K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.36K+ 2.82% |
$160K - $175K
|
196K
$7.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.12K+ 32.36% |
$153K - $167K
|
20.9K
$763K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.04K+ 6.68% |
$150K - $165K
|
80.4K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.02K+ 2.46% |
$150K - $164K
|
209K
$7.63M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.97K+ 39.23% |
$148K - $163K
|
17.6K
$643K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.95K+ 1.24% |
$148K - $162K
|
405K
$14.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.92K+ 3.54% |
$147K - $161K
|
144K
$5.24M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.53K+ 21.36% |
$135K - $148K
|
25.8K
$939K
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.35K+ 7.72% |
$130K - $142K
|
60.6K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.31K+ 45.83% |
$129K - $141K
|
13.7K
$500K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
4.28K+ 3.23% |
$128K - $140K
|
137K
$4.98M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
4.21K+ 10.69% |
$126K - $138K
|
43.6K
$1.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.21KNew |
$126K - $138K
|
4.21K
$153K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.18K+ 2.63% |
$125K - $137K
|
163K
$5.94M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
4.15K+ 5.52% |
$124K - $136K
|
79.3K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.08K+ 6.1% |
$122K - $133K
|
71K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
4.06K+ 3.57% |
$121K - $133K
|
118K
$4.29M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.9K+ 20.3% |
$116K - $127K
|
23.1K
$841K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.62K+ 38.7% |
$108K - $118K
|
13K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.47K+ 27.33% |
$103K - $113K
|
16.1K
$588K
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.46K+ 5.0% |
$103K - $113K
|
72.6K
$2.65M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.39K+ 1.49% |
$101K - $111K
|
231K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.37K+ 5.94% |
$100K - $110K
|
60K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.36K+ 54.37% |
$100K - $110K
|
9.55K
$348K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.31K+ 2.92% |
$98.7K - $108K
|
117K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
3.27K+ 2.93% |
$97.7K - $107K
|
115K
$4.19M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.23K+ 0.71% |
$96.3K - $106K
|
457K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
3.21K+ 1.95% |
$95.7K - $105K
|
168K
$6.1M
|