Purchases and Sales Made in Q3 2022 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 2022. 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 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-320- 4.83% |
$8.21K - $9.9K
|
6.31K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-323- 3.0% |
$8.29K - $9.99K
|
10.4K
$376K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-350- 0.41% |
$8.98K - $10.8K
|
85.3K
$3.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-369- 10.49% |
$9.47K - $11.4K
|
3.15K
$113K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-417- 3.05% |
$10.7K - $12.9K
|
13.3K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-419- 2.88% |
$10.8K - $13K
|
14.1K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-421- 0.33% |
$10.8K - $13K
|
127K
$4.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-450- 0.99% |
$11.6K - $13.9K
|
45.1K
$1.62M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-452- 0.51% |
$11.6K - $14K
|
87.9K
$3.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-457- 1.85% |
$11.7K - $14.1K
|
24.2K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-468- 0.22% |
$12K - $14.5K
|
213K
$7.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-469- 74.68% |
$12K - $14.5K
|
159
$5.73K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-469- 1.08% |
$12K - $14.5K
|
43K
$1.55M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-495- 1.86% |
$12.7K - $15.3K
|
26.2K
$942K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-509- 4.64% |
$13.1K - $15.7K
|
10.5K
$377K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-554- 3.19% |
$14.2K - $17.1K
|
16.8K
$606K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-590- 0.93% |
$15.1K - $18.2K
|
62.6K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-621- 20.19% |
$15.9K - $19.2K
|
2.46K
$88.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-664- 7.73% |
$17K - $20.5K
|
7.92K
$285K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-725- 12.45% |
$18.6K - $22.4K
|
5.1K
$184K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-860- 3.61% |
$22.1K - $26.6K
|
23K
$827K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-880- 0.92% |
$22.6K - $27.2K
|
94.8K
$3.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-892- 3.95% |
$22.9K - $27.6K
|
21.7K
$781K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-940- 10.65% |
$24.1K - $29.1K
|
7.89K
$284K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-947- 1.24% |
$24.3K - $29.3K
|
75.4K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-947- 4.95% |
$24.3K - $29.3K
|
18.2K
$655K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-956- 2.94% |
$24.5K - $29.6K
|
31.6K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-977- 27.23% |
$25.1K - $30.2K
|
2.61K
$94K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.06K- 7.84% |
$27.1K - $32.7K
|
12.4K
$447K
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.19K- 5.95% |
$30.4K - $36.7K
|
18.7K
$675K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 4.02% |
$31.7K - $38.2K
|
29.5K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.25K- 0.73% |
$32.1K - $38.7K
|
169K
$6.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.29K- 7.76% |
$33.1K - $39.9K
|
15.3K
$552K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.31K- 5.67% |
$33.6K - $40.5K
|
21.8K
$784K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.36K- 10.73% |
$34.9K - $42.1K
|
11.3K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.49K- 15.46% |
$38.2K - $46K
|
8.14K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.66K- 3.75% |
$42.7K - $51.5K
|
42.7K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.7K- 4.77% |
$43.7K - $52.7K
|
34K
$1.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.6% |
$44.1K - $53.2K
|
106K
$3.81M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.74K- 13.48% |
$44.6K - $53.8K
|
11.2K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.91K- 56.49% |
$48.9K - $59K
|
1.47K
$52.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 6.21% |
$49.2K - $59.3K
|
29K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.95K- 2.87% |
$49.9K - $60.2K
|
65.8K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.13K- 1.89% |
$54.7K - $65.9K
|
111K
$3.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.17K- 7.41% |
$55.7K - $67.1K
|
27.1K
$976K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-2.21K- 1.86% |
$56.8K - $68.4K
|
117K
$4.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.29K- 10.59% |
$58.8K - $70.9K
|
19.4K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.41K- 4.77% |
$61.9K - $74.6K
|
48.2K
$1.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.42K- 22.95% |
$62K - $74.7K
|
8.11K
$292K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.46K- 11.4% |
$63.1K - $76K
|
19.1K
$688K
|