Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-77- 36.84% |
$2.72K - $2.92K
|
132
$4.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-84- 0.1% |
$2.96K - $3.19K
|
82.1K
$2.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-97- 0.79% |
$3.42K - $3.68K
|
12.2K
$436K
|
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-100- 0.97% |
$3.53K - $3.8K
|
10.3K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$3.53K - $3.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-112- 0.25% |
$3.95K - $4.25K
|
45.5K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-113- 37.05% |
$3.99K - $4.29K
|
192
$6.85K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-132- 0.63% |
$4.66K - $5.01K
|
20.7K
$739K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-132- 0.78% |
$4.66K - $5.01K
|
16.7K
$597K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-132- 7.14% |
$4.66K - $5.01K
|
1.72K
$61.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-141- 3.36% |
$4.97K - $5.36K
|
4.05K
$145K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-157- 9.18% |
$5.54K - $5.96K
|
1.55K
$55.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.34% |
$5.64K - $6.08K
|
11.8K
$420K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-167- 1.02% |
$5.89K - $6.34K
|
16.2K
$578K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-183- 1.54% |
$6.46K - $6.95K
|
11.7K
$419K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208Closed |
$7.34K - $7.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-209- 4.93% |
$7.37K - $7.94K
|
4.03K
$144K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-210- 0.32% |
$7.41K - $7.98K
|
65.5K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-230- 1.02% |
$8.11K - $8.74K
|
22.2K
$794K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-230Closed |
$8.11K - $8.74K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-240- 2.72% |
$8.47K - $9.12K
|
8.59K
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-257- 0.32% |
$9.07K - $9.76K
|
80.3K
$2.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-263- 1.36% |
$9.28K - $9.99K
|
19.1K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-350- 21.89% |
$12.3K - $13.3K
|
1.25K
$44.6K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-352- 1.35% |
$12.4K - $13.4K
|
25.7K
$917K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-435- 1.52% |
$15.3K - $16.5K
|
28.1K
$1M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-456- 1.77% |
$16.1K - $17.3K
|
25.4K
$905K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-473- 0.39% |
$16.7K - $18K
|
122K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-492- 0.08% |
$17.4K - $18.7K
|
619K
$22.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-536- 0.2% |
$18.9K - $20.4K
|
267K
$9.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-603- 2.15% |
$21.3K - $22.9K
|
27.4K
$979K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-637- 0.64% |
$22.5K - $24.2K
|
98.6K
$3.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-686- 3.61% |
$24.2K - $26.1K
|
18.3K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-690- 6.45% |
$24.3K - $26.2K
|
10K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-736- 2.37% |
$26K - $28K
|
30.3K
$1.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-772- 23.88% |
$27.2K - $29.3K
|
2.46K
$87.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-776- 10.02% |
$27.4K - $29.5K
|
6.97K
$249K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-779- 7.79% |
$27.5K - $29.6K
|
9.22K
$329K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-874- 4.64% |
$30.8K - $33.2K
|
18K
$642K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-883- 1.79% |
$31.2K - $33.5K
|
48.4K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.05K- 2.95% |
$36.9K - $39.7K
|
34.4K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.12KClosed |
$39.5K - $42.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.15K- 5.71% |
$40.5K - $43.6K
|
18.9K
$676K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.15KClosed |
$40.6K - $43.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-1.16K- 9.85% |
$40.9K - $44K
|
10.6K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.18KClosed |
$41.5K - $44.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.23KClosed |
$43.2K - $46.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.27K- 4.35% |
$44.9K - $48.4K
|
28K
$999K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.36K- 3.25% |
$48.1K - $51.8K
|
40.6K
$1.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 3.39% |
$49.8K - $53.6K
|
40.2K
$1.44M
|