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 13, 2022 Q2 2022
Pcg Wealth Advisors, LLC

BUY
 -
575
+ 0.93%
$16.4K - $20K
62.5K $2.23M
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

BUY
 -
539
+ 1.41%
$15.4K - $18.7K
38.7K $1.38M
Aug 15, 2022 Q2 2022
Vericrest Private Wealth

Newtown, PA
BUY
 -
513
+ 0.58%
$14.7K - $17.8K
88.5K $3.16M
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

BUY
 -
509
+ 3.92%
$14.5K - $17.7K
13.5K $481K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
486
New
$13.9K - $16.9K
486 $17.4K
Aug 01, 2022 Q2 2022
Ifg Advisors, LLC

BUY
 -
478
+ 2.01%
$13.7K - $16.6K
24.2K $866K
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

BUY
 -
475
+ 1.76%
$13.6K - $16.5K
27.4K $980K
Aug 15, 2022 Q2 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
470
+ 3.8%
$13.4K - $16.3K
12.8K $458K
Aug 05, 2022 Q2 2022
Keystone Financial Group

BUY
 -
464
+ 0.66%
$13.3K - $16.1K
71.3K $2.54M
Oct 18, 2024 Q2 2022
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
380
+ 0.8%
$10.9K - $13.2K
48K $1.71M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
348
+ 0.26%
$9.94K - $12.1K
134K $4.79M
Aug 15, 2022 Q2 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
334
New
$9.54K - $11.6K
334 $11.9K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
300
+ 0.96%
$8.57K - $10.4K
31.6K $1.13M
Jul 29, 2022 Q2 2022
Kingfisher Capital LLC

BUY
 -
295
+ 1.98%
$8.43K - $10.2K
15.2K $543K
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
266
+ 165.22%
$7.6K - $9.24K
427 $15.2K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
252
+ 0.3%
$7.2K - $8.75K
85.7K $3.06M
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
249
+ 7.0%
$7.11K - $8.65K
3.81K $136K
Aug 22, 2022 Q2 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
246
+ 1.15%
$7.03K - $8.55K
21.6K $770K
Jul 25, 2022 Q2 2022
Time Scale Financial, Inc.

BUY
 -
242
+ 1.99%
$6.91K - $8.41K
12.4K $443K
Aug 15, 2022 Q2 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
218
+ 1.93%
$6.23K - $7.57K
11.5K $410K
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
210
New
$6K - $7.3K
210 $7.5K
Aug 09, 2022 Q2 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
203
+ 0.04%
$5.8K - $7.05K
522K $18.6M
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

BUY
 -
200
New
$5.71K - $6.95K
200 $7.14K
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
189
+ 2.0%
$5.4K - $6.57K
9.64K $344K
Aug 15, 2022 Q2 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
175
+ 1.12%
$5K - $6.08K
15.8K $566K
Aug 04, 2022 Q2 2022
Penobscot Wealth Management

BUY
 -
161
+ 1.14%
$4.6K - $5.59K
14.2K $508K
Aug 08, 2022 Q2 2022
Tlwm

San Antonio, TX
BUY
 -
154
+ 1.28%
$4.4K - $5.35K
12.2K $436K
Jul 19, 2022 Q2 2022
Beacon Financial Group

BUY
 -
154
+ 1.41%
$4.4K - $5.35K
11.1K $396K
Jul 11, 2022 Q2 2022
Range Financial Group LLC

BUY
 -
153
+ 0.35%
$4.37K - $5.32K
43.5K $1.55M
Jul 08, 2022 Q2 2022
Old Port Advisors

BUY
 -
134
+ 1.46%
$3.83K - $4.66K
9.3K $332K
Jul 29, 2022 Q2 2022
Tpg Financial Advisors, LLC

BUY
 -
130
+ 0.08%
$3.71K - $4.52K
169K $6.04M
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
128
+ 3.74%
$3.66K - $4.45K
3.55K $127K
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
128
+ 0.83%
$3.66K - $4.45K
15.5K $553K
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
115
New
$3.29K - $4K
115 $4.11K
Aug 05, 2022 Q2 2022
Wolff Financial Management LLC

BUY
 -
114
+ 1.58%
$3.26K - $3.96K
7.33K $262K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
111
New
$3.17K - $3.86K
111 $3.96K
Aug 03, 2022 Q2 2022
Advisors Management Group Inc

BUY
 -
106
+ 0.43%
$3.03K - $3.68K
24.7K $881K
Aug 15, 2022 Q2 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
98
+ 0.31%
$2.8K - $3.4K
32.1K $1.15M
Jul 19, 2022 Q2 2022
Investment Research & Advisory Group, Inc.

BUY
 -
98
+ 42.24%
$2.8K - $3.4K
330 $11.8K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
90
+ 0.2%
$2.57K - $3.13K
45.9K $1.64M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
85
+ 0.48%
$2.43K - $2.95K
17.8K $634K
Aug 02, 2022 Q2 2022
Resource Planning Group

BUY
 -
65
+ 0.63%
$1.86K - $2.26K
10.4K $371K
Aug 12, 2022 Q2 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
57
+ 0.1%
$1.63K - $1.98K
54.5K $1.95M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

BUY
 -
37
+ 0.33%
$1.06K - $1.29K
11.1K $398K
Jul 20, 2022 Q2 2022
Bck Partners, Inc.

BUY
 -
33
+ 0.42%
$943 - $1.15K
7.89K $282K
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
24
+ 2.37%
$686 - $834
1.04K $37.1K
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
23
New
$657 - $799
23 $821
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
21
+ 0.61%
$600 - $730
3.48K $124K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
19
+ 0.2%
$543 - $660
9.53K $340K

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