Purchases and Sales Made in Q3 2021 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-5.82K
Closed
$207K - $222K
0 $0
Oct 13, 2021 Q3 2021
Stonehearth Capital Management, LLC

SELL
 -
-5.91K
Closed
$211K - $225K
0 $0
Nov 22, 2021 Q3 2021
Comerica Bank

SELL
 -
-5.91K
- 10.19%
$211K - $226K
52.1K $1.84M
Oct 22, 2021 Q3 2021
Allen Capital Group, LLC

SELL
 -
-5.99K
- 9.16%
$214K - $229K
59.4K $2.1M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

SELL
 -
-6.04K
- 1.75%
$216K - $231K
338K $11.9M
Oct 14, 2021 Q3 2021
Lantz Financial LLC

SELL
 -
-6.27K
- 15.14%
$224K - $239K
35.1K $1.24M
Oct 21, 2021 Q3 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-6.28K
- 24.16%
$224K - $240K
19.7K $696K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-6.42K
- 26.18%
$229K - $245K
18.1K $639K
Oct 26, 2021 Q3 2021
Systelligence, LLC

SELL
 -
-6.51K
- 1.91%
$232K - $248K
335K $11.8M
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-6.7K
- 15.91%
$239K - $256K
35.4K $1.25M
Nov 05, 2021 Q3 2021
Benedetti & Gucer, Inc.

SELL
 -
-7.7K
Closed
$275K - $294K
0 $0
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-8K
- 32.57%
$285K - $305K
16.6K $584K
Oct 20, 2021 Q3 2021
Onyx Bridge Wealth Group LLC

SELL
 -
-8.82K
Closed
$315K - $337K
0 $0
Oct 14, 2021 Q3 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-9.11K
- 30.43%
$325K - $348K
20.8K $735K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-9.51K
- 3.36%
$339K - $363K
273K $9.65M
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-9.59K
Closed
$342K - $366K
0 $0
Nov 16, 2021 Q3 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-10.1K
- 4.14%
$360K - $385K
233K $8.23M
Oct 26, 2021 Q3 2021
Karp Capital Management Corp

SELL
 -
-10.1K
Closed
$361K - $386K
0 $0
Nov 12, 2021 Q3 2021
Savant Capital, LLC

SELL
 -
-10.3K
- 1.58%
$367K - $393K
641K $22.6M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10.4K
- 6.81%
$370K - $396K
142K $5.02M
Nov 15, 2021 Q3 2021
Triumph Capital Management

SELL
 -
-10.6K
Closed
$378K - $404K
0 $0
Nov 12, 2021 Q3 2021
Spectrum Asset Management, Inc.

SELL
 -
-10.7K
- 32.33%
$383K - $410K
22.5K $793K
Oct 15, 2021 Q3 2021
Insight Folios Inc

SELL
 -
-10.9K
Closed
$388K - $415K
0 $0
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

SELL
 -
-11.3K
- 23.75%
$402K - $430K
36.1K $1.28M
Oct 27, 2021 Q3 2021
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-11.3K
Closed
$403K - $431K
0 $0
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-11.6K
- 5.21%
$414K - $443K
211K $7.45M
Oct 21, 2021 Q3 2021
Foresight Wealth Management, LLC

SELL
 -
-11.7K
- 6.64%
$419K - $448K
165K $5.82M
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-11.9K
Closed
$424K - $453K
0 $0
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

SELL
 -
-12.4K
- 8.9%
$442K - $473K
127K $4.47M
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-13.3K
- 35.68%
$474K - $507K
23.9K $844K
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-14.1K
Closed
$503K - $538K
0 $0
Oct 02, 2024 Q3 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-14.4K
- 80.93%
$515K - $551K
3.4K $120K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-14.7K
- 51.8%
$524K - $561K
13.7K $482K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-15K
- 58.39%
$536K - $573K
10.7K $377K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-15.7K
Closed
$561K - $601K
0 $0
Oct 19, 2021 Q3 2021
Reston Wealth Management LLC

SELL
 -
-16.2K
- 2.21%
$577K - $617K
715K $25.2M
Nov 09, 2021 Q3 2021
Merriman Wealth Management, LLC

SELL
 -
-17.1K
- 4.51%
$609K - $652K
362K $12.8M
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-17.2K
- 3.52%
$613K - $656K
472K $16.6M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-17.7K
- 11.09%
$633K - $677K
142K $5.01M
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-18.3K
- 91.92%
$652K - $698K
1.61K $56.7K
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

SELL
 -
-19.5K
- 15.59%
$695K - $744K
106K $3.72M
Oct 15, 2021 Q3 2021
Trilogy Capital Inc.

SELL
 -
-19.7K
- 1.44%
$703K - $752K
1.35M $47.6M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-19.8K
- 6.98%
$708K - $757K
264K $9.33M
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-20.9K
Closed
$747K - $799K
0 $0
Nov 05, 2021 Q3 2021
Spc Financial, Inc.

SELL
 -
-22.6K
- 13.05%
$805K - $862K
150K $5.31M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-22.6K
- 10.55%
$806K - $862K
192K $6.76M
Oct 18, 2021 Q3 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-23.7K
- 8.51%
$847K - $906K
255K $9M
Nov 01, 2021 Q3 2021
Girard Partners Ltd.

SELL
 -
-26.6K
- 96.03%
$950K - $1.02M
1.1K $38.8K
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-33K
- 88.0%
$1.18M - $1.26M
4.51K $159K

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