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 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 3.68% |
$749 - $802
|
591
$21.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
17+ 0.14% |
$607 - $649
|
11.8K
$420K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.05% |
$535 - $573
|
29.3K
$1.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1- 0.01% |
$35.7 - $38.2
|
8.09K
$289K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-1- -0.0% |
$35.7 - $38.2
|
105K
$3.73M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1Closed |
$35.7 - $38.2
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3- 0.16% |
$107 - $115
|
1.85K
$66K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-9- 0.09% |
$321 - $344
|
10.5K
$373K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 0.24% |
$357 - $382
|
4.19K
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14- 0.15% |
$500 - $534
|
9.34K
$333K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29Closed |
$1.03K - $1.11K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-41Closed |
$1.46K - $1.56K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-56- 2.22% |
$2K - $2.14K
|
2.46K
$87.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-56- 0.46% |
$2K - $2.14K
|
12.2K
$435K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-56- 0.45% |
$2K - $2.14K
|
12.3K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-62- 0.51% |
$2.21K - $2.37K
|
12.2K
$436K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-74- 0.76% |
$2.64K - $2.82K
|
9.63K
$344K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-79Closed |
$2.82K - $3.02K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.28% |
$3.28K - $3.51K
|
32.4K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-95- 1.01% |
$3.39K - $3.63K
|
9.28K
$331K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-101- 1.28% |
$3.6K - $3.86K
|
7.78K
$278K
|
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-142- 1.82% |
$5.07K - $5.42K
|
7.65K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-152- 1.38% |
$5.42K - $5.8K
|
10.8K
$386K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-178- 0.35% |
$6.35K - $6.79K
|
50K
$1.79M
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-187- 0.15% |
$6.67K - $7.14K
|
128K
$4.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 14.04% |
$7.14K - $7.63K
|
1.23K
$43.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-200- 2.08% |
$7.14K - $7.63K
|
9.41K
$336K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-210- 1.59% |
$7.49K - $8.02K
|
13K
$464K
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-231- 0.46% |
$8.24K - $8.82K
|
50K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-296- 4.14% |
$10.6K - $11.3K
|
6.86K
$245K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-313- 0.94% |
$11.2K - $11.9K
|
33.1K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-374- 0.3% |
$13.3K - $14.3K
|
123K
$4.38M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-417- 3.05% |
$14.9K - $15.9K
|
13.3K
$473K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-452- 29.26% |
$16.1K - $17.3K
|
1.09K
$39K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-548- 1.29% |
$19.6K - $20.9K
|
42K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-582- 2.25% |
$20.8K - $22.2K
|
25.3K
$903K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-600- 5.9% |
$21.4K - $22.9K
|
9.57K
$342K
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-619- 0.23% |
$22.1K - $23.6K
|
267K
$9.54M
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-620- 4.28% |
$22.1K - $23.7K
|
13.9K
$495K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-652- 0.8% |
$23.3K - $24.9K
|
80.5K
$2.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-662- 0.72% |
$23.6K - $25.3K
|
91.2K
$3.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-678- 7.41% |
$24.2K - $25.9K
|
8.47K
$302K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-679Closed |
$24.2K - $25.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-682- 2.24% |
$24.3K - $26K
|
29.7K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-690- 87.34% |
$24.6K - $26.3K
|
100
$3.57K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-753- 6.15% |
$26.9K - $28.7K
|
11.5K
$410K
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-784- 3.75% |
$28K - $29.9K
|
20.1K
$717K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-941- 0.25% |
$33.6K - $35.9K
|
375K
$13.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-943- 1.47% |
$33.6K - $36K
|
63.2K
$2.26M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-956- 3.45% |
$34.1K - $36.5K
|
26.8K
$955K
|