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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 1.49% |
$38.4K - $41K
|
71K
$2.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.13K- 20.98% |
$40.2K - $43K
|
4.24K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 1.72% |
$41.1K - $44K
|
65.7K
$2.35M
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.29K- 2.55% |
$46.1K - $49.4K
|
49.4K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.44K- 5.89% |
$51.3K - $54.9K
|
22.9K
$819K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.48K- 13.64% |
$52.8K - $56.5K
|
9.37K
$334K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 0.42% |
$52.8K - $56.5K
|
351K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 0.59% |
$52.9K - $56.6K
|
249K
$8.88M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1.49K- 16.16% |
$53.2K - $56.9K
|
7.74K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 0.86% |
$54.3K - $58.1K
|
176K
$6.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
SELL
|
- |
-1.53K- 0.48% |
$54.6K - $58.4K
|
319K
$11.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.55K- 2.94% |
$55.3K - $59.1K
|
51.1K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.61K- 2.08% |
$57.3K - $61.3K
|
75.7K
$2.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.61K- 6.57% |
$57.5K - $61.5K
|
22.9K
$818K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.63K- 8.89% |
$58K - $62K
|
16.7K
$595K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.65K- 0.3% |
$58.9K - $63K
|
556K
$19.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-1.73K- 1.29% |
$61.6K - $65.9K
|
132K
$4.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.76K- 21.7% |
$62.6K - $67K
|
6.33K
$226K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.82KClosed |
$65K - $69.5K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.03K- 1.74% |
$72.5K - $77.5K
|
115K
$4.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.12K- 18.89% |
$75.5K - $80.8K
|
9.09K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.2K- 2.61% |
$78.5K - $84K
|
82.2K
$2.94M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-2.24KClosed |
$79.9K - $85.5K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.39K- 2.9% |
$85.1K - $91.1K
|
80K
$2.86M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-2.51K- 2.06% |
$89.4K - $95.6K
|
119K
$4.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.65K- 2.46% |
$94.4K - $101K
|
105K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.69K- 3.01% |
$96.1K - $103K
|
86.8K
$3.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.8K- 0.86% |
$99.8K - $107K
|
322K
$11.5M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.81K- 41.22% |
$100K - $107K
|
4.01K
$143K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.81K- 1.66% |
$100K - $107K
|
167K
$5.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.86K- 0.76% |
$102K - $109K
|
375K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.93K- 5.29% |
$104K - $112K
|
52.4K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.22K- 10.07% |
$115K - $123K
|
28.8K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-3.41K- 25.04% |
$122K - $130K
|
10.2K
$364K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.46K- 3.07% |
$123K - $132K
|
109K
$3.9M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.48K- 16.36% |
$124K - $133K
|
17.8K
$635K
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-3.63K- 6.8% |
$129K - $138K
|
49.7K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.04KClosed |
$144K - $154K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.41K- 20.14% |
$157K - $168K
|
17.5K
$624K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.45K- 80.37% |
$159K - $170K
|
1.09K
$38.8K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 1.29% |
$159K - $170K
|
340K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-4.6K- 42.64% |
$164K - $176K
|
6.19K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.63KClosed |
$165K - $177K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.02K- 3.22% |
$179K - $192K
|
151K
$5.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-5.17K- 7.14% |
$185K - $197K
|
67.3K
$2.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.46KClosed |
$195K - $208K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.47KClosed |
$195K - $209K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.5KClosed |
$196K - $210K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.63K- 1.77% |
$201K - $215K
|
312K
$11.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.66K- 9.88% |
$202K - $216K
|
51.6K
$1.84M
|