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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
50.8KNew |
$1.81M - $1.94M
|
50.8K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.2K+ 72.74% |
$1.79M - $1.91M
|
119K
$4.25M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
49.8K+ 25.86% |
$1.78M - $1.9M
|
242K
$8.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
45.6K+ 20.03% |
$1.63M - $1.74M
|
273K
$9.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
45.5K+ 14.25% |
$1.62M - $1.74M
|
365K
$13M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.3K+ 7.29% |
$1.62M - $1.73M
|
667K
$23.8M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
45K+ 8.0% |
$1.6M - $1.72M
|
607K
$21.7M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44K+ 24.67% |
$1.57M - $1.68M
|
222K
$7.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
43.1K+ 6.81% |
$1.54M - $1.64M
|
676K
$24.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41.4K+ 117.78% |
$1.48M - $1.58M
|
76.6K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
40.4K+ 21.32% |
$1.44M - $1.54M
|
230K
$8.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
40K+ 1.53% |
$1.43M - $1.53M
|
2.66M
$95M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
37.8K+ 22.27% |
$1.35M - $1.44M
|
207K
$7.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.4K+ 10.77% |
$1.3M - $1.39M
|
375K
$13.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
36.1K+ 35.12% |
$1.29M - $1.38M
|
139K
$4.96M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
36K+ 6.32% |
$1.28M - $1.37M
|
606K
$21.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.9K+ 30.03% |
$1.28M - $1.37M
|
155K
$5.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35K+ 7.25% |
$1.25M - $1.34M
|
517K
$18.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
34.7K+ 5.31% |
$1.24M - $1.33M
|
688K
$24.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33.8K+ 4.29% |
$1.21M - $1.29M
|
822K
$29.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.2K+ 98.52% |
$1.18M - $1.27M
|
66.9K
$2.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33K+ 21.98% |
$1.18M - $1.26M
|
183K
$6.54M
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32.7K+ 2.39% |
$1.17M - $1.25M
|
1.4M
$49.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.6K+ 13.24% |
$1.09M - $1.17M
|
262K
$9.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
29.3K+ 2663.85% |
$1.05M - $1.12M
|
30.4K
$1.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
BUY
|
- |
29.2K+ 317.2% |
$1.04M - $1.11M
|
38.4K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
29.1K+ 4.62% |
$1.04M - $1.11M
|
659K
$23.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
28.7KNew |
$1.02M - $1.09M
|
28.7K
$1.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
28.5K+ 2.25% |
$1.02M - $1.09M
|
1.3M
$46.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
28.5K+ 9.13% |
$1.02M - $1.09M
|
341K
$12.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
27.9K+ 2.41% |
$994K - $1.06M
|
1.19M
$42.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
27.3K+ 29.1% |
$975K - $1.04M
|
121K
$4.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.3K+ 62.69% |
$974K - $1.04M
|
70.8K
$2.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.3K+ 9.51% |
$938K - $1M
|
303K
$10.8M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
26KNew |
$929K - $993K
|
26K
$929K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9K+ 22.69% |
$924K - $989K
|
140K
$5M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
25.9K+ 16.77% |
$923K - $988K
|
180K
$6.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
25.5K+ 10.43% |
$909K - $972K
|
270K
$9.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.4K+ 106.51% |
$907K - $971K
|
49.3K
$1.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23.6K+ 16.57% |
$841K - $900K
|
166K
$5.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23KNew |
$820K - $878K
|
23K
$821K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
22.2K+ 3.93% |
$792K - $848K
|
587K
$21M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
22.2KNew |
$791K - $847K
|
22.2K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22K+ 169.49% |
$786K - $841K
|
35K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.9K+ 7.61% |
$781K - $835K
|
309K
$11M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.6K+ 27.23% |
$769K - $823K
|
101K
$3.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.3K+ 12.29% |
$760K - $813K
|
195K
$6.95M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$737K - $789K
|
20.7K
$738K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
20.1K+ 53.25% |
$717K - $767K
|
57.8K
$2.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20K+ 26.29% |
$712K - $762K
|
95.9K
$3.42M
|