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 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
6.61KNew |
$236K - $252K
|
6.61K
$233K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
6.55K+ 13.84% |
$234K - $250K
|
53.8K
$1.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.46K+ 0.11% |
$230K - $247K
|
5.77M
$203M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.26K+ 7.17% |
$223K - $239K
|
93.5K
$3.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
6.2K+ 15.15% |
$221K - $237K
|
47.1K
$1.66M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.14K+ 1.19% |
$219K - $234K
|
521K
$18.4M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.03KNew |
$215K - $230K
|
6.03K
$213K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.87K+ 4.06% |
$209K - $224K
|
150K
$5.31M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.71K+ 49.72% |
$204K - $218K
|
17.2K
$607K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.69K+ 1.76% |
$203K - $217K
|
329K
$11.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
5.68KNew |
$202K - $217K
|
5.68K
$200K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.64KNew |
$201K - $215K
|
5.64K
$199K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
5.56KNew |
$198K - $212K
|
5.56K
$196K
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.41K+ 5.48% |
$193K - $206K
|
104K
$3.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5K+ 3.35% |
$178K - $191K
|
154K
$5.44M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.84K+ 18.09% |
$173K - $185K
|
31.6K
$1.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
4.68K+ 9.07% |
$167K - $179K
|
56.3K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.67K+ 31.86% |
$167K - $178K
|
19.3K
$682K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.63K+ 1.17% |
$165K - $177K
|
399K
$14.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.63K+ 7.44% |
$165K - $177K
|
66.8K
$2.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
4.61K+ 20.75% |
$164K - $176K
|
26.8K
$946K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.58K+ 34.85% |
$163K - $175K
|
17.7K
$625K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
4.28K+ 1.17% |
$153K - $163K
|
369K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.25K+ 6.24% |
$152K - $162K
|
72.3K
$2.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.24K+ 3.69% |
$151K - $162K
|
119K
$4.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.15K+ 11.34% |
$148K - $158K
|
40.7K
$1.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.06K+ 1352.67% |
$145K - $155K
|
4.36K
$154K
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
4K+ 42.09% |
$143K - $153K
|
13.5K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.9K+ 1.84% |
$139K - $149K
|
216K
$7.62M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.9K+ 1.84% |
$139K - $149K
|
216K
$7.62M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
3.88K+ 6.3% |
$139K - $148K
|
65.5K
$2.31M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.84K+ 33.2% |
$137K - $146K
|
15.4K
$543K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.8KNew |
$136K - $145K
|
3.8K
$134K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.73KNew |
$133K - $142K
|
3.73K
$132K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.7K+ 10.3% |
$132K - $141K
|
39.6K
$1.4M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.68K+ 2.36% |
$131K - $141K
|
160K
$5.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.68K+ 2.36% |
$131K - $141K
|
160K
$5.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.57K+ 2.57% |
$127K - $136K
|
142K
$5.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.48K+ 10.59% |
$124K - $133K
|
36.4K
$1.28M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.45K+ 16.53% |
$123K - $132K
|
24.3K
$858K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.42K+ 7.4% |
$122K - $131K
|
49.7K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.39K+ 47.62% |
$121K - $130K
|
10.5K
$371K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
3.26K+ 18.43% |
$116K - $124K
|
20.9K
$739K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.23K+ 6.81% |
$115K - $123K
|
50.7K
$1.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
3.2K+ 16.61% |
$114K - $122K
|
22.5K
$792K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
3.1K+ 1.93% |
$111K - $118K
|
164K
$5.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.02K+ 1.21% |
$108K - $115K
|
253K
$8.91M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
2.86K+ 3.4% |
$102K - $109K
|
87K
$3.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.8K+ 4.7% |
$99.8K - $107K
|
62.4K
$2.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 4.65% |
$98.1K - $105K
|
61.9K
$2.18M
|