Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.03M+ 14.61% |
$108M - $116M
|
23.7M
$838M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.61M+ 54.28% |
$93M - $99.5M
|
7.41M
$262M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.62MNew |
$57.8M - $61.9M
|
1.62M
$57.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.29M+ 136.24% |
$46.2M - $49.4M
|
2.24M
$79.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21M+ 3.56% |
$43.2M - $46.2M
|
35.2M
$1.24B
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
886K+ 998.69% |
$31.6M - $33.8M
|
974K
$34.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
799K+ 54.97% |
$28.5M - $30.5M
|
2.25M
$79.5M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
786K+ 2672.98% |
$28M - $30M
|
815K
$28.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
726K+ 331.51% |
$25.9M - $27.7M
|
945K
$33.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
603K+ 24.35% |
$21.5M - $23M
|
3.08M
$109M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
566K+ 5.92% |
$20.2M - $21.6M
|
10.1M
$357M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
453K+ 49.77% |
$16.2M - $17.3M
|
1.36M
$48.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
422K+ 39.22% |
$15.1M - $16.1M
|
1.5M
$52.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
394K+ 17.6% |
$14.1M - $15.1M
|
2.63M
$93M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
322K+ 9.3% |
$11.5M - $12.3M
|
3.79M
$134M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
305K+ 12.55% |
$10.9M - $11.6M
|
2.73M
$96.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
287K+ 27.99% |
$10.2M - $11M
|
1.31M
$46.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
214K+ 13.95% |
$7.65M - $8.19M
|
1.75M
$61.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
211K+ 219.29% |
$7.54M - $8.07M
|
308K
$10.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
194K+ 814.31% |
$6.92M - $7.4M
|
218K
$7.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
183K+ 448.33% |
$6.53M - $6.99M
|
224K
$7.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180K+ 4.65% |
$6.44M - $6.88M
|
4.06M
$143M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
157K+ 10.53% |
$5.62M - $6.01M
|
1.65M
$58.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
154K+ 6.34% |
$5.49M - $5.87M
|
2.58M
$90.9M
|
|
|
Nov 15, 2021
Q3 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
149K+ 18.34% |
$5.3M - $5.67M
|
958K
$33.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
144K+ 6.33% |
$5.12M - $5.48M
|
2.41M
$85.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
140KNew |
$4.99M - $5.33M
|
140K
$4.93M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
123K+ 12.38% |
$4.4M - $4.71M
|
1.12M
$39.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
122K+ 4.38% |
$4.37M - $4.67M
|
2.91M
$103M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
122K+ 57.44% |
$4.35M - $4.66M
|
334K
$11.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
104K+ 11.75% |
$3.71M - $3.97M
|
988K
$34.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
103K+ 4.99% |
$3.67M - $3.93M
|
2.17M
$76.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
101K+ 15.26% |
$3.61M - $3.87M
|
765K
$27M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
98.6K+ 7.05% |
$3.52M - $3.76M
|
1.5M
$52.8M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
94.8KNew |
$3.38M - $3.62M
|
94.8K
$3.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
93.5K+ 14.52% |
$3.33M - $3.57M
|
737K
$26M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
90.4K+ 9.77% |
$3.23M - $3.45M
|
1.02M
$35.9M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
86.9KNew |
$3.1M - $3.32M
|
86.9K
$3.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
82.7K+ 9.78% |
$2.95M - $3.16M
|
929K
$32.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
78.7K+ 19.28% |
$2.81M - $3.01M
|
487K
$17.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
78.2K+ 1.31% |
$2.79M - $2.98M
|
6.07M
$214M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78K+ 56.49% |
$2.78M - $2.98M
|
216K
$7.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
73.2K+ 59.45% |
$2.61M - $2.8M
|
196K
$6.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
68.6KNew |
$2.45M - $2.62M
|
68.6K
$2.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
66.2K+ 14.18% |
$2.36M - $2.53M
|
533K
$18.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
65.6K+ 2.45% |
$2.34M - $2.51M
|
2.75M
$97M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
60.3K+ 17.09% |
$2.15M - $2.3M
|
413K
$14.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
57.8K+ 59.53% |
$2.06M - $2.21M
|
155K
$5.46M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
56.2K+ 37.11% |
$2.01M - $2.15M
|
208K
$7.33M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
52.5K+ 32.03% |
$1.87M - $2.01M
|
217K
$7.64M
|