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
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.9K+ 21.26% |
$711K - $761K
|
114K
$4.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.9K+ 19.7% |
$711K - $761K
|
121K
$4.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
19.5K+ 5.49% |
$697K - $745K
|
375K
$13.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
19K+ 4.4% |
$676K - $724K
|
450K
$16.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.9K+ 15.62% |
$676K - $723K
|
140K
$5.16M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.2K+ 8.73% |
$649K - $695K
|
227K
$8.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.7K+ 6.72% |
$630K - $674K
|
280K
$10.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 9.94% |
$622K - $665K
|
193K
$7.09M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.2K+ 1072.01% |
$615K - $658K
|
18.8K
$693K
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16.3K+ 7.36% |
$582K - $622K
|
238K
$8.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.2K+ 13.43% |
$578K - $618K
|
137K
$5.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
15.9K+ 7.28% |
$566K - $605K
|
234K
$8.59M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.8K+ 12.1% |
$563K - $602K
|
146K
$5.37M
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
15.2K+ 3.12% |
$541K - $578K
|
500K
$18.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14.9K+ 8.46% |
$533K - $570K
|
192K
$7.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
14.5K+ 8.64% |
$518K - $554K
|
182K
$6.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 8.74% |
$512K - $548K
|
179K
$6.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14.2K+ 2.01% |
$507K - $542K
|
721K
$26.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.2K+ 8.31% |
$507K - $542K
|
185K
$6.81M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14K+ 10.07% |
$498K - $533K
|
153K
$5.61M
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13.5K+ 1.79% |
$482K - $516K
|
770K
$28.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 3.99% |
$476K - $509K
|
348K
$12.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
13.3K+ 16.93% |
$474K - $508K
|
91.8K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 26.03% |
$440K - $471K
|
59.8K
$2.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
12K+ 105.44% |
$427K - $456K
|
23.3K
$857K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$424K - $454K
|
11.9K
$437K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
11.8KNew |
$420K - $449K
|
11.8K
$433K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.5KNew |
$410K - $439K
|
11.5K
$423K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10.5K+ 7.48% |
$375K - $401K
|
151K
$5.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10KNew |
$358K - $383K
|
10K
$369K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.95KNew |
$355K - $380K
|
9.95K
$366K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.63KNew |
$343K - $367K
|
9.63K
$354K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
9.53KNew |
$340K - $364K
|
9.53K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.38KNew |
$335K - $358K
|
9.38K
$345K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
9.27KNew |
$331K - $354K
|
9.27K
$341K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.77K+ 7.97% |
$313K - $335K
|
119K
$4.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
7.69K+ 8.13% |
$274K - $294K
|
102K
$3.76M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.6K+ 20.02% |
$271K - $290K
|
45.5K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.51K+ 17.3% |
$268K - $287K
|
51K
$1.87M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.5K+ 27.12% |
$268K - $286K
|
35.2K
$1.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.45K+ 6.48% |
$266K - $285K
|
122K
$4.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.37K+ 37.05% |
$263K - $281K
|
27.3K
$1M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
7.34KNew |
$262K - $280K
|
7.34K
$270K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.19K+ 16.32% |
$257K - $274K
|
51.2K
$1.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.19K+ 1.17% |
$256K - $274K
|
619K
$22.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
7.09K+ 3.51% |
$253K - $270K
|
209K
$7.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.07KNew |
$252K - $270K
|
7.07K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.96K+ 3.89% |
$248K - $265K
|
186K
$6.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
6.88K+ 3.55% |
$246K - $263K
|
201K
$7.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.69K+ 5.6% |
$239K - $255K
|
126K
$4.64M
|