Purchases and Sales Made in Q2 2022 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 2022. 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 10, 2024 Q2 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-4.02K
- 0.99%
$115K - $140K
402K $14.4M
Jul 11, 2022 Q2 2022
Weitzel Financial Services, Inc.

SELL
 -
-4.09K
- 4.67%
$117K - $142K
83.5K $2.98M
Aug 15, 2022 Q2 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-4.12K
- 3.09%
$118K - $143K
129K $4.62M
Aug 04, 2022 Q2 2022
Redwood Financial Network Corp

SELL
 -
-4.22K
- 13.93%
$121K - $147K
26.1K $932K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-4.3K
- 2.25%
$123K - $149K
187K $6.68M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-4.35K
- 4.56%
$124K - $151K
91K $3.25M
Aug 12, 2022 Q2 2022
H. L. Ormond & Company, LLC

Greenville, NC
SELL
 -
-4.56K
- 8.93%
$130K - $158K
46.5K $1.66M
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-4.64K
- 1.26%
$133K - $161K
363K $13M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

SELL
 -
-4.68K
- 8.41%
$134K - $163K
51K $1.82M
Aug 05, 2022 Q2 2022
Tempus Wealth Planning, LLC

SELL
 -
-4.7K
- 7.16%
$134K - $163K
60.9K $2.18M
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

SELL
 -
-4.79K
- 11.82%
$137K - $166K
35.7K $1.28M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-4.81K
- 10.01%
$137K - $167K
43.2K $1.55M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-4.81K
- 8.14%
$138K - $167K
54.3K $1.94M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.94K
- 2.02%
$141K - $172K
240K $8.59M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.94K
- 2.02%
$141K - $172K
240K $8.59M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-4.95K
- 13.06%
$141K - $172K
32.9K $1.18M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

SELL
 -
-4.99K
- 9.78%
$142K - $173K
46K $1.64M
Aug 10, 2022 Q2 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-5.07K
- 12.34%
$145K - $176K
36K $1.29M
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-5.32K
- 29.21%
$152K - $185K
12.9K $461K
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-5.36K
- 17.2%
$153K - $186K
25.8K $923K
Aug 15, 2022 Q2 2022
First Manhattan CO

New York, NY
SELL
 -
-5.38K
- 9.95%
$154K - $187K
48.6K $1.74M
Aug 01, 2022 Q2 2022
Dfpg Investments, LLC

SELL
 -
-5.42K
- 33.92%
$155K - $188K
10.6K $378K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-5.68K
- 2.19%
$162K - $197K
254K $9.07M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-5.69K
- 6.75%
$163K - $198K
78.7K $2.81M
Aug 09, 2022 Q2 2022
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-5.82K
- 21.02%
$166K - $202K
21.9K $782K
Jul 06, 2022 Q2 2022
Independence Bank Of Kentucky

SELL
 -
-5.83K
- 48.9%
$167K - $203K
6.1K $218K
Jul 28, 2022 Q2 2022
True North Advisors, LLC

SELL
 -
-5.9K
- 2.3%
$168K - $205K
250K $8.94M
Aug 15, 2022 Q2 2022
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-5.94K
- 6.3%
$170K - $206K
88.4K $3.16M
Jul 28, 2022 Q2 2022
Alta Wealth Advisors LLC

SELL
 -
-6K
Closed
$172K - $209K
0 $0
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-6.01K
Closed
$172K - $209K
0 $0
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

SELL
 -
-6.11K
Closed
$175K - $212K
0 $0
Aug 08, 2022 Q2 2022
Spears Abacus Advisors LLC

SELL
 -
-6.33K
Closed
$181K - $220K
0 $0
Aug 16, 2022 Q2 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-6.34K
Closed
$181K - $220K
0 $0
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

SELL
 -
-6.44K
Closed
$184K - $224K
0 $0
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-6.45K
- 4.41%
$184K - $224K
140K $5M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

SELL
 -
-6.48K
- 2.1%
$185K - $225K
302K $10.8M
Jul 20, 2022 Q2 2022
Alliance Wealth Advisors, LLC

SELL
 -
-6.51K
Closed
$186K - $226K
0 $0
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-6.55K
- 23.1%
$187K - $227K
21.8K $779K
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

SELL
 -
-6.73K
Closed
$192K - $234K
0 $0
Jul 26, 2022 Q2 2022
Nbt Bank N A

SELL
 -
-6.79K
- 5.11%
$194K - $236K
126K $4.51M
Aug 08, 2022 Q2 2022
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-6.8K
Closed
$194K - $236K
0 $0
Aug 12, 2022 Q2 2022
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-6.95K
Closed
$199K - $241K
0 $0
Aug 15, 2022 Q2 2022
Fsa Wealth Management LLC

Needham, MA
SELL
 -
-7K
Closed
$200K - $243K
0 $0
Jul 14, 2022 Q2 2022
Ballast, Inc.

SELL
 -
-7.33K
Closed
$209K - $255K
0 $0
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-7.38K
- 1.13%
$211K - $256K
644K $23M
Aug 06, 2024 Q2 2022
Hantz Financial Services, Inc.

SELL
 -
-7.41K
- 98.79%
$212K - $257K
91 $3.25K
Aug 03, 2022 Q2 2022
Oakwell Private Wealth Management, LLC

SELL
 -
-7.5K
- 36.26%
$214K - $261K
13.2K $472K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-7.73K
- 49.95%
$221K - $269K
7.75K $277K
Jul 11, 2022 Q2 2022
Eclectic Associates Inc

SELL
 -
-7.77K
- 6.14%
$222K - $270K
119K $4.25M

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