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 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-656Closed |
$23.5K - $25.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-669Closed |
$24K - $25.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-671Closed |
$24.1K - $25.7K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-672- 0.92% |
$24.1K - $25.8K
|
72.5K
$2.59M
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-708- 2.81% |
$25.4K - $27.1K
|
24.5K
$876K
|
|
|
Aug 11, 2021
Q2 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-723- 1.59% |
$25.9K - $27.7K
|
44.8K
$1.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-728- 1.68% |
$26.1K - $27.9K
|
42.5K
$1.52M
|
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-765- 2.74% |
$27.4K - $29.3K
|
27.1K
$971K
|
|
|
Jul 06, 2021
Q2 2021
|
Boltwood Capital Management
|
SELL
|
- |
-775- 0.35% |
$27.8K - $29.7K
|
218K
$7.78M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-825Closed |
$29.6K - $31.6K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-831- 50.52% |
$29.8K - $31.9K
|
814
$29.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-848- 0.72% |
$30.4K - $32.5K
|
117K
$4.17M
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-912- 1.55% |
$32.7K - $35K
|
58K
$2.07M
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-913- 8.9% |
$32.7K - $35K
|
9.35K
$334K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-946- 8.29% |
$33.9K - $36.3K
|
10.5K
$374K
|
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-955- 0.96% |
$34.3K - $36.6K
|
98.4K
$3.52M
|
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.03KClosed |
$36.8K - $39.3K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-1.04K- 0.99% |
$37.3K - $39.9K
|
105K
$3.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 1.73% |
$39.3K - $42K
|
62.2K
$2.22M
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.16K- 1.36% |
$41.8K - $44.6K
|
84.4K
$3.02M
|
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.18K- 9.47% |
$42.4K - $45.3K
|
11.3K
$404K
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.22K- 0.24% |
$43.6K - $46.6K
|
514K
$18.4M
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.23K- 99.92% |
$44K - $47.1K
|
1
$35.8
|
|
|
Jul 14, 2021
Q2 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.29K- 17.94% |
$46.3K - $49.5K
|
5.91K
$211K
|
|
|
Aug 03, 2021
Q2 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1.37K- 1.13% |
$49.2K - $52.6K
|
120K
$4.29M
|
|
|
Jul 29, 2021
Q2 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.41K- 14.35% |
$50.6K - $54.1K
|
8.43K
$301K
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.46K- 9.5% |
$52.2K - $55.8K
|
13.9K
$495K
|
|
|
Jul 29, 2021
Q2 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.49K- 4.75% |
$53.6K - $57.3K
|
29.9K
$1.07M
|
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.53K- 1.13% |
$55K - $58.7K
|
133K
$4.77M
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 5.57% |
$58.3K - $62.3K
|
27.5K
$983K
|
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.67K- 2.62% |
$59.8K - $63.9K
|
62K
$2.22M
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.79K- 6.51% |
$64.2K - $68.6K
|
25.7K
$919K
|
|
|
Jul 29, 2021
Q2 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.97K- 1.95% |
$70.6K - $75.5K
|
98.8K
$3.53M
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.98K- 1.51% |
$71K - $75.9K
|
130K
$4.63M
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.16KClosed |
$77.3K - $82.6K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.18K- 4.71% |
$78.2K - $83.6K
|
44.1K
$1.58M
|
|
|
Aug 13, 2021
Q2 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.24K- 23.8% |
$80.2K - $85.7K
|
7.16K
$256K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.52K- 4.58% |
$90.3K - $96.5K
|
52.5K
$1.88M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 1.49% |
$93.1K - $99.5K
|
172K
$6.15M
|
|
|
Aug 10, 2021
Q2 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.6K- 0.29% |
$93.4K - $99.8K
|
910K
$32.5M
|
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.62K- 20.32% |
$94.1K - $101K
|
10.3K
$368K
|
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-2.63K- 18.22% |
$94.3K - $101K
|
11.8K
$422K
|
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.64K- 2.5% |
$94.7K - $101K
|
103K
$3.67M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.73K- 15.72% |
$98K - $105K
|
14.6K
$524K
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.95K- 2.08% |
$106K - $113K
|
139K
$4.95M
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.96KClosed |
$106K - $113K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.02K- 20.37% |
$108K - $116K
|
11.8K
$422K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.04K- 14.31% |
$109K - $117K
|
18.2K
$651K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-3.05KClosed |
$109K - $117K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.08K- 2.79% |
$111K - $118K
|
107K
$3.84M
|