Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Aug 12, 2021 Q2 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.58M
+ 20.9%
$128M - $137M
20.7M $741M
Jul 27, 2021 Q2 2021
Weitzel Financial Services, Inc.

BUY
 -
2.86M
+ 3646.24%
$103M - $110M
2.94M $105M
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
2.79M
New
$100M - $107M
2.79M $99.8M
Jul 14, 2021 Q2 2021
Brookstone Capital Management

BUY
 -
1.67M
New
$59.8M - $63.9M
1.67M $59.6M
Aug 11, 2021 Q2 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.66M
+ 351.88%
$59.6M - $63.7M
2.13M $76.2M
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.21M
+ 33.58%
$43.3M - $46.3M
4.8M $172M
Aug 13, 2021 Q2 2021
Horizon Investments, LLC

Charlotte, NC
BUY
 -
587K
+ 13.92%
$21.1M - $22.5M
4.8M $172M
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
428K
+ 4.69%
$15.3M - $16.4M
9.56M $342M
Aug 16, 2021 Q2 2021
Jane Street Group, LLC

New York, NY
BUY
 -
421K
+ 76.11%
$15.1M - $16.1M
974K $34.8M
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
385K
+ 1.15%
$13.8M - $14.8M
34M $1.22B
Jul 29, 2021 Q2 2021
Ifs Advisors, LLC

BUY
 -
356K
New
$12.8M - $13.6M
356K $12.7M
Aug 16, 2021 Q2 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
332K
+ 984.04%
$11.9M - $12.7M
365K $13.1M
Aug 16, 2021 Q2 2021
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
318K
New
$11.4M - $12.2M
318K $11.4M
Aug 16, 2021 Q2 2021
Nsi Retail Advisors, LLC

Pittsburgh, PA
BUY
 -
312K
New
$11.2M - $12M
312K $11.2M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
283K
New
$10.2M - $10.8M
283K $10.1M
Aug 03, 2021 Q2 2021
First Ascent Asset Management, LLC

BUY
 -
255K
+ 45.99%
$9.15M - $9.78M
810K $28.9M
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
221K
+ 6.8%
$7.91M - $8.46M
3.47M $124M
Jul 23, 2021 Q2 2021
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
212K
New
$7.62M - $8.15M
212K $7.59M
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
211K
+ 59.91%
$7.55M - $8.07M
562K $20.1M
Aug 16, 2021 Q2 2021
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
190K
+ 382.27%
$6.8M - $7.27M
239K $8.55M
Jul 29, 2021 Q2 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
183K
+ 22.53%
$6.57M - $7.02M
996K $35.6M
Aug 13, 2021 Q2 2021
Pfs Investments Inc.

Duluth, GA
BUY
 -
182K
+ 7.94%
$6.54M - $6.99M
2.48M $88.6M
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
173K
New
$6.22M - $6.64M
173K $6.19M
Jul 28, 2021 Q2 2021
St Germain D J CO Inc

Springfield, MA
BUY
 -
164K
+ 1130.73%
$5.88M - $6.29M
178K $6.38M
Aug 16, 2021 Q2 2021
Townsquare Capital LLC

BUY
 -
151K
+ 6.62%
$5.4M - $5.77M
2.42M $86.6M
Aug 11, 2021 Q2 2021
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
150K
+ 47.57%
$5.4M - $5.77M
467K $16.7M
Aug 04, 2021 Q2 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
148K
+ 11.82%
$5.3M - $5.67M
1.4M $50M
Jul 12, 2021 Q2 2021
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
142K
+ 25.14%
$5.09M - $5.44M
707K $25.3M
Aug 10, 2021 Q2 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
131K
+ 14.58%
$4.68M - $5.01M
1.03M $36.7M
Aug 19, 2021 Q2 2021
Advisor Resource Council

BUY
 -
126K
+ 2618.43%
$4.54M - $4.85M
131K $4.69M
Aug 10, 2021 Q2 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
120K
+ 22.98%
$4.31M - $4.61M
644K $23M
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
119K
+ 8.37%
$4.26M - $4.56M
1.54M $55M
Aug 12, 2021 Q2 2021
Private Advisor Group, LLC

BUY
 -
114K
+ 11.9%
$4.1M - $4.39M
1.08M $38.4M
Jul 29, 2021 Q2 2021
Concord Wealth Partners

BUY
 -
113K
+ 23.68%
$4.05M - $4.33M
590K $21.1M
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
109K
+ 105.0%
$3.9M - $4.17M
212K $7.59M
Aug 13, 2021 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
109K
+ 105.0%
$3.9M - $4.17M
212K $7.59M
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

BUY
 -
106K
+ 189.18%
$3.8M - $4.06M
162K $5.79M
Jul 27, 2021 Q2 2021
Aptus Capital Advisors, LLC

BUY
 -
105K
+ 12.43%
$3.77M - $4.02M
949K $33.9M
Aug 04, 2021 Q2 2021
Grimes & Company, Inc.

BUY
 -
99K
+ 5.04%
$3.55M - $3.8M
2.06M $73.8M
Jul 22, 2021 Q2 2021
Horizon Financial Services, LLC

BUY
 -
97.1K
New
$3.48M - $3.72M
97.1K $3.47M
Aug 13, 2021 Q2 2021
Advisory Alpha, LLC

BUY
 -
91.3K
+ 6.51%
$3.27M - $3.5M
1.49M $53.4M
Aug 12, 2021 Q2 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
87.6K
+ 173.56%
$3.14M - $3.36M
138K $4.93M
Jul 28, 2021 Q2 2021
Family Legacy, Inc.

BUY
 -
84.1K
New
$3.02M - $3.22M
84.1K $3.01M
Aug 11, 2021 Q2 2021
Cavalier Investments, LLC

BUY
 -
80.1K
New
$2.87M - $3.07M
80.1K $2.86M
Aug 06, 2021 Q2 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
80.1K
+ 39.25%
$2.87M - $3.07M
284K $10.2M
Jul 02, 2021 Q2 2021
Apella Capital, LLC

BUY
 -
78.5K
New
$2.82M - $3.01M
78.5K $2.81M
Aug 06, 2021 Q2 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
78.1K
+ 173.25%
$2.8M - $3M
123K $4.4M
Aug 05, 2021 Q2 2021
Park Avenue Securities LLC

BUY
 -
77.8K
+ 6.53%
$2.79M - $2.98M
1.27M $45.4M
Jul 09, 2024 Q2 2021
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
76.1K
+ 15.57%
$2.73M - $2.92M
565K $20.2M

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