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 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
762+ 1.7% |
$27.2K - $29.1K
|
45.6K
$1.63M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
744+ 6.84% |
$26.5K - $28.4K
|
11.6K
$415K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
734+ 0.61% |
$26.2K - $28K
|
121K
$4.31M
|
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
698+ 0.21% |
$24.9K - $26.6K
|
333K
$11.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
686+ 3.74% |
$24.5K - $26.2K
|
19K
$679K
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
646+ 1.99% |
$23K - $24.7K
|
33.1K
$1.18M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
631+ 5.59% |
$22.5K - $24.1K
|
11.9K
$426K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
600+ 1.5% |
$21.4K - $22.9K
|
40.7K
$1.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
568+ 6.15% |
$20.3K - $21.7K
|
9.81K
$350K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
565+ 2.24% |
$20.2K - $21.6K
|
25.8K
$921K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
539+ 7.31% |
$19.2K - $20.6K
|
7.91K
$282K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
520+ 1.89% |
$18.6K - $19.8K
|
28K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
504+ 9.05% |
$18K - $19.2K
|
6.08K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
495+ 5.4% |
$17.7K - $18.9K
|
9.66K
$345K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
444+ 1.45% |
$15.8K - $16.9K
|
31K
$1.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
434+ 2.64% |
$15.5K - $16.6K
|
16.8K
$601K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
420+ 4.29% |
$15K - $16K
|
10.2K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
420+ 0.88% |
$15K - $16K
|
47.9K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
404+ 0.77% |
$14.4K - $15.4K
|
52.9K
$1.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
400+ 53.33% |
$14.3K - $15.3K
|
1.15K
$41.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
399+ 3.79% |
$14.2K - $15.2K
|
10.9K
$390K
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
396+ 0.74% |
$14.1K - $15.1K
|
54K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
394+ 1.0% |
$14.1K - $15K
|
39.8K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
389+ 5.29% |
$13.9K - $14.8K
|
7.74K
$276K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
375+ 5.41% |
$13.4K - $14.3K
|
7.31K
$261K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
371+ 3.1% |
$13.2K - $14.2K
|
12.4K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
344+ 0.5% |
$12.3K - $13.1K
|
68.5K
$2.45M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
338+ 0.79% |
$12.1K - $12.9K
|
43.1K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
307+ 0.69% |
$11K - $11.7K
|
44.8K
$1.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
294+ 0.29% |
$10.5K - $11.2K
|
103K
$3.68M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
280+ 2.02% |
$9.99K - $10.7K
|
14.1K
$505K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
235+ 2.41% |
$8.38K - $8.97K
|
10K
$357K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
234+ 1.27% |
$8.35K - $8.93K
|
18.7K
$667K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
230New |
$8.21K - $8.78K
|
230
$8.21K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
216New |
$7.71K - $8.24K
|
216
$7.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
177+ 1.61% |
$6.32K - $6.76K
|
11.1K
$398K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
169+ 15.48% |
$6.03K - $6.45K
|
1.26K
$45K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
167+ 1.03% |
$5.96K - $6.37K
|
16.4K
$584K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
146+ 0.23% |
$5.21K - $5.57K
|
64.6K
$2.31M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
144+ 22.36% |
$5.14K - $5.5K
|
788
$28.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
122+ 0.3% |
$4.35K - $4.66K
|
41K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
106+ 1.14% |
$3.78K - $4.05K
|
9.4K
$335K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
100+ 1.66% |
$3.57K - $3.82K
|
6.12K
$218K
|
|
|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
85+ 0.06% |
$3.03K - $3.24K
|
140K
$5.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
68+ 1.08% |
$2.43K - $2.6K
|
6.34K
$226K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54+ 101.89% |
$1.93K - $2.06K
|
107
$3.82K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
36+ 0.43% |
$1.28K - $1.37K
|
8.46K
$302K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
33+ 0.43% |
$1.18K - $1.26K
|
7.77K
$277K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
30+ 0.44% |
$1.07K - $1.15K
|
6.79K
$242K
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
29+ 0.37% |
$1.03K - $1.11K
|
7.78K
$278K
|