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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Advisors Management Group Inc
|
BUY
|
- |
3.83K+ 17.75% |
$137K - $147K
|
25.4K
$954K
|
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.79K+ 2.27% |
$136K - $145K
|
171K
$6.42M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.74K+ 9.41% |
$134K - $144K
|
43.5K
$1.64M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.55K+ 13.08% |
$127K - $136K
|
30.7K
$1.15M
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.36K+ 2.64% |
$121K - $129K
|
131K
$4.9M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.18K+ 4.83% |
$114K - $122K
|
69K
$2.59M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.16K+ 7.14% |
$113K - $121K
|
47.4K
$1.78M
|
|
|
Jul 27, 2021
Q2 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.07K+ 9.4% |
$110K - $118K
|
35.7K
$1.34M
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.01K+ 32.59% |
$108K - $115K
|
12.2K
$460K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.93K+ 2.62% |
$105K - $112K
|
115K
$4.31M
|
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
BUY
|
- |
2.92K+ 4.98% |
$105K - $112K
|
61.6K
$2.32M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.88K+ 3.95% |
$103K - $110K
|
75.9K
$2.85M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.75K+ 14.14% |
$98.6K - $105K
|
22.2K
$834K
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.73K+ 3.66% |
$97.9K - $105K
|
77.3K
$2.91M
|
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.73K+ 14.51% |
$97.8K - $105K
|
21.5K
$809K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.71K+ 3.21% |
$97.3K - $104K
|
87.3K
$3.28M
|
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 0.62% |
$95.6K - $102K
|
431K
$16.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.59K+ 10.29% |
$92.8K - $99.1K
|
27.7K
$1.04M
|
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.45K+ 0.68% |
$87.7K - $93.8K
|
365K
$13.7M
|
|
|
Jul 16, 2021
Q2 2021
|
Trh Financial, LLC
|
BUY
|
- |
2.37K+ 2.55% |
$85K - $90.9K
|
95.5K
$3.59M
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.37K+ 8.45% |
$84.9K - $90.8K
|
30.4K
$1.14M
|
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.35K+ 6.19% |
$84.3K - $90.1K
|
40.3K
$1.52M
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
2.29K+ 4.78% |
$82.1K - $87.8K
|
50.2K
$1.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
2.17K+ 3.48% |
$77.8K - $83.2K
|
64.5K
$2.42M
|
|
|
Aug 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.14K+ 22.82% |
$76.6K - $81.9K
|
11.5K
$432K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2K+ 20.22% |
$71.7K - $76.6K
|
11.9K
$446K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.98K+ 95.92% |
$70.9K - $75.8K
|
4.04K
$152K
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.97K+ 1.28% |
$70.5K - $75.4K
|
156K
$5.85M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.9K+ 11.51% |
$68.3K - $73K
|
18.4K
$693K
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
1.79KNew |
$64.3K - $68.7K
|
1.79K
$67.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.75K+ 12.48% |
$62.6K - $66.9K
|
15.7K
$591K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.72K+ 10.35% |
$61.5K - $65.8K
|
18.3K
$687K
|
|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.6K+ 20.5% |
$57.3K - $61.3K
|
9.39K
$353K
|
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.52K+ 9.37% |
$54.4K - $58.1K
|
17.7K
$665K
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.51K+ 1.33% |
$54.3K - $58K
|
115K
$4.32M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51K+ 2.31% |
$54.3K - $58K
|
66.9K
$2.51M
|
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.36K+ 2.15% |
$48.6K - $52K
|
64.3K
$2.42M
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.33K+ 21.93% |
$47.6K - $50.8K
|
7.37K
$277K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.25K+ 427.3% |
$44.9K - $48K
|
1.55K
$58K
|
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.24K+ 13.45% |
$44.4K - $47.4K
|
10.4K
$392K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.2K+ 10.89% |
$43K - $46K
|
12.2K
$459K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
1.16K+ 213.21% |
$41.7K - $44.6K
|
1.71K
$64.1K
|
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
BUY
|
- |
1.13K+ 3.59% |
$40.4K - $43.1K
|
32.4K
$1.22M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 12.62% |
$39K - $41.7K
|
9.7K
$364K
|
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
1K+ 9.11% |
$35.9K - $38.4K
|
12K
$450K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 57.37% |
$35.9K - $38.3K
|
2.74K
$103K
|
|
|
Jul 14, 2021
Q2 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
982+ 1.9% |
$35.2K - $37.6K
|
52.7K
$1.98M
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
842New |
$30.2K - $32.3K
|
842
$31.6K
|
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
823+ 2.3% |
$29.5K - $31.6K
|
36.6K
$1.38M
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
815+ 7.74% |
$29.2K - $31.2K
|
11.3K
$426K
|