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 11, 2021 Q2 2021
Calton & Associates, Inc.

BUY
 -
68
+ 0.56%
$2.44K - $2.61K
12.2K $450K
Jul 19, 2021 Q2 2021
Sky Oak Wealth, LLC

BUY
 -
52
+ 0.07%
$1.87K - $1.99K
79.8K $2.93M
Jul 29, 2021 Q2 2021
Vantage Investment Partners, LLC

BUY
 -
50
+ 0.49%
$1.79K - $1.92K
10.4K $380K
Aug 06, 2021 Q2 2021
Surevest, LLC

Los Angeles, CA
BUY
 -
48
+ 0.15%
$1.72K - $1.84K
32.5K $1.19M
Jul 16, 2021 Q2 2021
Johnson Midwest Financial, LLC

BUY
 -
41
New
$1.47K - $1.57K
41 $1.51K
Jul 30, 2021 Q2 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
40
+ 0.08%
$1.43K - $1.53K
47.5K $1.74M
Aug 02, 2021 Q2 2021
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
39
+ 0.55%
$1.4K - $1.5K
7.13K $262K
Aug 03, 2021 Q2 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
29
New
$1.04K - $1.11K
29 $1.07K
Aug 10, 2021 Q2 2021
Bck Partners, Inc.

BUY
 -
28
+ 0.36%
$1K - $1.07K
7.8K $286K
Aug 10, 2021 Q2 2021
Advisor Os, LLC

BUY
 -
13
+ 0.02%
$466 - $498
86.3K $3.17M
Jul 13, 2021 Q2 2021
Global Trust Asset Management, LLC

BUY
 -
3
+ 1.46%
$108 - $115
208 $7.64K
Aug 16, 2021 Q2 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2
+ 0.02%
$71.7 - $76.7
9.37K $344K
Aug 12, 2021 Q2 2021
Jacobi Capital Management LLC

BUY
 -
1
+ 1.33%
$35.9 - $38.3
76 $2.79K
Aug 13, 2021 Q2 2021
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
1
New
$35.9 - $38.3
1 $36.7
Aug 05, 2021 Q2 2021
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-13
- 0.08%
$466 - $498
16.4K $603K
Aug 16, 2021 Q2 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-18
- 0.02%
$646 - $690
89.5K $3.29M
Sep 07, 2021 Q2 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-23
- 3.45%
$825 - $882
644 $23.7K
Jul 22, 2021 Q2 2021
Burleson & Company, LLC

SELL
 -
-26
Closed
$933 - $997
0 $0
Jul 19, 2021 Q2 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-30
- 0.12%
$1.08K - $1.15K
26K $955K
Aug 12, 2021 Q2 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-32
- 0.33%
$1.15K - $1.23K
9.79K $360K
Aug 30, 2021 Q2 2021
Old Second National Bank Of Aurora

SELL
 -
-45
- 0.58%
$1.61K - $1.73K
7.73K $284K
Aug 09, 2021 Q2 2021
Laird Norton Trust Company, LLC

SELL
 -
-50
- 0.36%
$1.79K - $1.92K
14K $514K
Jul 15, 2021 Q2 2021
Telos Capital Management, Inc.

SELL
 -
-51
- 0.5%
$1.83K - $1.96K
10.2K $374K
Aug 13, 2021 Q2 2021
Franklin Resources Inc

San Mateo, CA
SELL
 -
-58
- 0.28%
$2.08K - $2.22K
20.5K $752K
Jul 29, 2021 Q2 2021
Wade Financial Advisory, Inc

SELL
 -
-67
- 0.13%
$2.4K - $2.57K
50.2K $1.85M
Aug 10, 2021 Q2 2021
Black Swift Group, LLC

Boulder, CO
SELL
 -
-83
Closed
$2.98K - $3.18K
0 $0
Aug 19, 2021 Q2 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-123
- 1.54%
$4.41K - $4.72K
7.88K $290K
Aug 13, 2021 Q2 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-134
- 1.15%
$4.81K - $5.14K
11.5K $423K
Jul 19, 2021 Q2 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-173
- 1.21%
$6.21K - $6.63K
14.1K $517K
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-196
Closed
$7.03K - $7.51K
0 $0
Aug 04, 2021 Q2 2021
Jfs Wealth Advisors, LLC

SELL
 -
-199
- 0.24%
$7.14K - $7.63K
82.4K $3.03M
Aug 13, 2021 Q2 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-218
- 2.88%
$7.82K - $8.36K
7.35K $270K
Jul 23, 2021 Q2 2021
Prairie View Partners, LLC

SELL
 -
-229
- 5.17%
$8.21K - $8.78K
4.2K $154K
Aug 16, 2021 Q2 2021
Balentine LLC

Atlanta, GA
SELL
 -
-241
- 0.1%
$8.64K - $9.24K
250K $9.19M
Aug 12, 2021 Q2 2021
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-284
- 2.87%
$10.2K - $10.9K
9.61K $353K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-290
- 1.01%
$10.4K - $11.1K
28.4K $1.04M
Jul 14, 2021 Q2 2021
Echo Wealth Management, LLC

SELL
 -
-302
- 2.62%
$10.8K - $11.6K
11.2K $412K
Jul 27, 2021 Q2 2021
Seven Springs Wealth Group, LLC

SELL
 -
-305
- 0.11%
$10.9K - $11.7K
268K $9.84M
Aug 16, 2021 Q2 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-310
- 28.18%
$11.1K - $11.9K
790 $29K
Jul 20, 2021 Q2 2021
Firethorn Wealth Partners, LLC

SELL
 -
-353
- 6.03%
$12.7K - $13.5K
5.5K $202K
Aug 04, 2021 Q2 2021
Ballast, Inc.

SELL
 -
-384
- 4.02%
$13.8K - $14.7K
9.17K $337K
Aug 03, 2021 Q2 2021
Sheets Smith Wealth Management

SELL
 -
-414
- 1.4%
$14.9K - $15.9K
29.2K $1.07M
Jul 09, 2021 Q2 2021
Ferguson Shapiro LLC

SELL
 -
-419
- 1.97%
$15K - $16.1K
20.9K $767K
Aug 10, 2021 Q2 2021
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-428
- 5.03%
$15.4K - $16.4K
8.09K $297K
Aug 19, 2021 Q2 2021
True Link Financial Advisors, LLC

SELL
 -
-436
- 19.06%
$15.6K - $16.7K
1.85K $68K
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-444
- 12.78%
$15.9K - $17K
3.03K $111K
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

SELL
 -
-504
- 0.23%
$18.1K - $19.3K
214K $7.87M
Aug 13, 2021 Q2 2021
Resource Planning Group

SELL
 -
-537
- 4.37%
$19.3K - $20.6K
11.7K $431K
Jul 19, 2021 Q2 2021
Wt Wealth Management

SELL
 -
-633
- 4.57%
$22.7K - $24.3K
13.2K $485K

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