Purchases and Sales Made in Q2 2022 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 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 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7K+ 3.14% |
$364K - $443K
|
419K
$15M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.4K+ 35.35% |
$354K - $431K
|
47.5K
$1.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12.3K+ 14.16% |
$350K - $426K
|
98.8K
$3.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
12.2K+ 3.44% |
$349K - $424K
|
367K
$13.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12KNew |
$344K - $418K
|
12K
$430K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
11.9K+ 15.51% |
$339K - $413K
|
88.5K
$3.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$337K - $410K
|
11.8K
$421K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 54.07% |
$334K - $406K
|
33.3K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11.6K+ 10.87% |
$333K - $405K
|
119K
$4.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.6K+ 5.17% |
$331K - $403K
|
236K
$8.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.4K+ 154.95% |
$326K - $396K
|
18.8K
$670K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
11.3K+ 24.42% |
$322K - $392K
|
57.5K
$2.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
11.2K+ 3.48% |
$319K - $388K
|
332K
$11.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.1KNew |
$318K - $387K
|
11.1K
$398K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 2.19% |
$310K - $376K
|
505K
$18M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.8KNew |
$307K - $374K
|
10.8K
$384K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 5.63% |
$305K - $370K
|
200K
$7.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.5K+ 47.2% |
$301K - $366K
|
32.9K
$1.17M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.4K+ 82.5% |
$298K - $363K
|
23.1K
$824K
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.4K+ 6.69% |
$297K - $361K
|
166K
$5.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
10.4K+ 5.02% |
$297K - $361K
|
217K
$7.76M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10KNew |
$286K - $348K
|
10K
$357K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
9.85K+ 15.31% |
$281K - $342K
|
74.2K
$2.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
9.73K+ 7.42% |
$278K - $338K
|
141K
$5.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
9.55K+ 78.73% |
$273K - $332K
|
21.7K
$774K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.54K+ 4.25% |
$273K - $331K
|
234K
$8.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.43K+ 2.78% |
$269K - $328K
|
349K
$12.5M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.39K+ 78.72% |
$268K - $326K
|
21.3K
$761K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
9.14K+ 5.31% |
$261K - $317K
|
181K
$6.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.93KNew |
$255K - $310K
|
8.93K
$319K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.64KNew |
$247K - $300K
|
8.64K
$308K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.57K+ 12.54% |
$245K - $298K
|
76.9K
$2.74M
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
8.53K+ 28.83% |
$244K - $296K
|
38.1K
$1.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.53K+ 31.29% |
$244K - $296K
|
35.8K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.5KNew |
$243K - $295K
|
8.5K
$303K
|
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
8.42KNew |
$241K - $293K
|
8.42K
$301K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
8.41K+ 8.29% |
$240K - $292K
|
110K
$3.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.18KNew |
$234K - $284K
|
8.18K
$292K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.02KNew |
$229K - $279K
|
8.02K
$286K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
7.97K+ 10.54% |
$228K - $277K
|
83.5K
$2.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.88KNew |
$225K - $274K
|
7.88K
$281K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.86K+ 61.66% |
$225K - $273K
|
20.6K
$736K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.75KNew |
$221K - $269K
|
7.75K
$277K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
7.64K+ 4.12% |
$218K - $265K
|
193K
$6.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7.49K+ 14.12% |
$214K - $260K
|
60.5K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.44K+ 6.4% |
$213K - $259K
|
124K
$4.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.28K+ 44.31% |
$208K - $253K
|
23.7K
$846K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.27K+ 16.71% |
$208K - $252K
|
50.7K
$1.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.11KNew |
$203K - $247K
|
7.11K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.1KNew |
$203K - $247K
|
7.1K
$253K
|