Purchases and Sales Made in Q2 2021 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 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 16, 2021
Q2 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
22.5KNew |
$807K - $863K
|
22.5K
$826K
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22K+ 99.89% |
$790K - $844K
|
44.1K
$1.62M
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
20.1K+ 14.96% |
$720K - $770K
|
154K
$5.67M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.9K+ 8.2% |
$714K - $764K
|
263K
$9.65M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.9KNew |
$713K - $763K
|
19.9K
$731K
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
19.5K+ 3.08% |
$698K - $746K
|
651K
$23.9M
|
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 3.16% |
$693K - $741K
|
630K
$23.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
19.1K+ 100.55% |
$686K - $733K
|
38.1K
$1.4M
|
|
|
Jul 22, 2021
Q2 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
18.4K+ 2.23% |
$661K - $706K
|
846K
$31.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.3K+ 24.16% |
$655K - $700K
|
93.8K
$3.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
18.1K+ 12.73% |
$650K - $695K
|
160K
$5.89M
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.1K+ 0.47% |
$649K - $694K
|
3.88M
$142M
|
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
17.4K+ 23.38% |
$625K - $668K
|
91.9K
$3.37M
|
|
|
Jul 21, 2021
Q2 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
17.4K+ 3.71% |
$623K - $666K
|
485K
$17.8M
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
17.1K+ 2.69% |
$613K - $656K
|
654K
$24M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17K+ 107.28% |
$611K - $653K
|
32.9K
$1.21M
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 7.44% |
$606K - $648K
|
244K
$8.97M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.2K+ 84.87% |
$579K - $619K
|
35.2K
$1.29M
|
|
|
Aug 11, 2021
Q2 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15.8K+ 49.94% |
$567K - $606K
|
47.5K
$1.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 27.51% |
$558K - $596K
|
72.1K
$2.65M
|
|
|
Aug 09, 2021
Q2 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
15.5K+ 12.21% |
$555K - $594K
|
142K
$5.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15K+ 156.85% |
$538K - $575K
|
24.6K
$902K
|
|
|
Aug 12, 2021
Q2 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
14.9K+ 5.32% |
$535K - $572K
|
296K
$10.9M
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
14.6K+ 4.9% |
$524K - $560K
|
312K
$11.5M
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.2K+ 79.04% |
$509K - $544K
|
32.1K
$1.18M
|
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
BUY
|
- |
13.6KNew |
$488K - $522K
|
13.6K
$500K
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
13.5K+ 35.29% |
$483K - $516K
|
51.6K
$1.89M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.3K+ 9.31% |
$477K - $509K
|
156K
$5.73M
|
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12.8K+ 45.78% |
$460K - $492K
|
40.9K
$1.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
12.7K+ 7.0% |
$455K - $486K
|
194K
$7.12M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.5K+ 93.52% |
$449K - $480K
|
25.9K
$951K
|
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12.4K+ 11.61% |
$446K - $477K
|
120K
$4.39M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
12.4K+ 51.51% |
$446K - $476K
|
36.5K
$1.34M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 14.76% |
$445K - $475K
|
96.4K
$3.54M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.4KNew |
$444K - $474K
|
12.4K
$454K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 12.39% |
$435K - $465K
|
110K
$4.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 4.35% |
$430K - $460K
|
287K
$10.6M
|
|
|
Jun 07, 2022
Q2 2021
|
True North Advisors, LLC
|
BUY
|
- |
11.6K+ 5.95% |
$415K - $444K
|
206K
$7.58M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.6KNew |
$414K - $443K
|
11.6K
$424K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.5K+ 43.94% |
$413K - $442K
|
37.7K
$1.39M
|
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
11.3K+ 13.63% |
$407K - $435K
|
94.6K
$3.47M
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11.3KNew |
$405K - $433K
|
11.3K
$415K
|
|
|
Aug 10, 2021
Q2 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11K+ 7.72% |
$394K - $421K
|
153K
$5.62M
|
|
|
Jul 16, 2021
Q2 2021
|
Insight Folios Inc
|
BUY
|
- |
10.9KNew |
$390K - $417K
|
10.9K
$399K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.8KNew |
$389K - $416K
|
10.8K
$398K
|
|
|
Aug 06, 2021
Q2 2021
|
Burney CO
Reston, VA |
BUY
|
- |
10.8KNew |
$387K - $414K
|
10.8K
$396K
|
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
10.7KNew |
$383K - $410K
|
10.7K
$392K
|
|
|
Jul 19, 2021
Q2 2021
|
Triumph Capital Management
|
BUY
|
- |
10.6KNew |
$380K - $406K
|
10.6K
$389K
|
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
BUY
|
- |
10.5K+ 28.6% |
$377K - $403K
|
47.3K
$1.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
10.1KNew |
$363K - $388K
|
10.1K
$371K
|