Purchases and Sales Made in Q4 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 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 09, 2022 Q4 2021
New Perspectives, Inc

Tougaloo, MS
SELL
 -
-1.45K
- 13.56%
$51.1K - $55K
9.23K $330K
Feb 02, 2022 Q4 2021
Tempus Wealth Planning, LLC

SELL
 -
-1.58K
- 2.31%
$55.9K - $60.2K
67K $2.39M
Jan 31, 2022 Q4 2021
Acorn Financial Advisory Services Inc

SELL
 -
-1.8K
- 6.07%
$63.6K - $68.5K
27.9K $997K
Jan 21, 2022 Q4 2021
Telos Capital Management, Inc.

SELL
 -
-1.83K
- 19.11%
$64.5K - $69.5K
7.74K $276K
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-1.97K
- 8.89%
$69.6K - $74.9K
20.2K $721K
Feb 09, 2022 Q4 2021
Csm Advisors, LLC

Pittsburgh, PA
SELL
 -
-2K
- 0.63%
$70.6K - $76K
316K $11.3M
Feb 09, 2022 Q4 2021
Nsi Retail Advisors, LLC

Pittsburgh, PA
SELL
 -
-2K
- 0.64%
$70.6K - $76K
310K $11.1M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.09K
- 0.61%
$73.6K - $79.3K
338K $12.1M
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-2.34K
- 22.73%
$82.5K - $88.8K
7.95K $284K
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-2.35K
Closed
$82.9K - $89.3K
0 $0
Feb 11, 2022 Q4 2021
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-2.37K
- 10.33%
$83.6K - $90.1K
20.6K $734K
Jan 31, 2022 Q4 2021
Advisors Management Group Inc

SELL
 -
-2.55K
- 9.2%
$90K - $96.9K
25.2K $899K
Jan 18, 2022 Q4 2021
Yhb Investment Advisors, Inc.

SELL
 -
-2.68K
- 6.45%
$94.4K - $102K
38.8K $1.39M
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-2.71K
- 14.98%
$95.7K - $103K
15.4K $550K
Feb 07, 2022 Q4 2021
Beaumont Financial Partners, LLC

SELL
 -
-2.92K
- 8.09%
$103K - $111K
33.2K $1.19M
Feb 10, 2022 Q4 2021
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-2.97K
- 1.79%
$105K - $113K
163K $5.82M
Jan 31, 2022 Q4 2021
Annex Advisory Services, LLC

SELL
 -
-3.12K
- 6.04%
$110K - $118K
48.5K $1.73M
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

SELL
 -
-3.21K
- 1.01%
$113K - $122K
315K $11.2M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.22K
- 15.14%
$113K - $122K
18K $644K
Jan 12, 2022 Q4 2021
Legacy Private Trust Co.

SELL
 -
-3.24K
- 1.01%
$114K - $123K
319K $11.4M
Oct 02, 2024 Q4 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-3.4K
Closed
$120K - $129K
0 $0
Feb 10, 2022 Q4 2021
Csenge Advisory Group

SELL
 -
-3.42K
- 6.89%
$121K - $130K
46.2K $1.65M
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.43K
- 9.42%
$121K - $130K
33K $1.18M
Jan 19, 2022 Q4 2021
Financial Management Network Inc

SELL
 -
-3.64K
- 8.68%
$129K - $138K
38.3K $1.37M
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-4.27K
- 44.8%
$151K - $162K
5.26K $188K
Jan 31, 2022 Q4 2021
Rda Financial Network

SELL
 -
-4.79K
- 45.78%
$169K - $182K
5.67K $202K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-4.91K
- 7.34%
$173K - $186K
62K $2.21M
Feb 10, 2022 Q4 2021
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-5.2K
- 6.86%
$183K - $197K
70.5K $2.52M
Feb 11, 2022 Q4 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-5.24K
- 8.65%
$185K - $199K
55.4K $1.98M
Jan 19, 2022 Q4 2021
Lantz Financial LLC

SELL
 -
-5.46K
- 15.54%
$193K - $207K
29.7K $1.06M
Jan 18, 2022 Q4 2021
Pacific Financial Group Inc

SELL
 -
-5.56K
Closed
$196K - $211K
0 $0
Jan 13, 2022 Q4 2021
Tri Star Advisors Inc.

SELL
 -
-5.68K
Closed
$200K - $216K
0 $0
Feb 14, 2022 Q4 2021
Global Strategic Investment Solutions, LLC

SELL
 -
-5.82K
- 0.59%
$205K - $221K
987K $35.2M
Feb 08, 2022 Q4 2021
Badgley Phelps Wealth Managers, LLC

SELL
 -
-6.03K
Closed
$213K - $229K
0 $0
Jan 27, 2022 Q4 2021
Brown Financial Advisory

SELL
 -
-6.16K
- 1.93%
$217K - $234K
313K $11.2M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-6.31K
- 46.18%
$223K - $240K
7.36K $263K
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

SELL
 -
-6.43K
- 69.39%
$227K - $244K
2.84K $101K
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

SELL
 -
-6.44K
- 18.3%
$227K - $244K
28.7K $1.03M
Jan 28, 2022 Q4 2021
Newport Capital Group, LLC

SELL
 -
-6.63K
Closed
$234K - $252K
0 $0
Feb 02, 2022 Q4 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-7.07K
Closed
$249K - $268K
0 $0
Feb 11, 2022 Q4 2021
Qcm Cayman, Ltd.

SELL
 -
-7.34K
Closed
$259K - $279K
0 $0
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-7.56K
- 16.61%
$267K - $287K
38K $1.36M
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-7.87K
- 1.91%
$278K - $299K
404K $14.4M
Jan 18, 2022 Q4 2021
Trh Financial, LLC

SELL
 -
-7.9K
- 14.66%
$279K - $300K
46K $1.64M
Jan 24, 2022 Q4 2021
Highland Private Wealth Management

SELL
 -
-8.98K
- 16.67%
$317K - $341K
44.9K $1.6M
Jan 18, 2022 Q4 2021
Newman & Schimel, LLC

SELL
 -
-9.25K
- 22.72%
$326K - $351K
31.4K $1.12M
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-9.26K
- 5.18%
$327K - $352K
169K $6.05M
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-9.47K
- 4.06%
$334K - $360K
224K $7.99M
Jan 31, 2022 Q4 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-9.7K
- 49.15%
$342K - $368K
10K $358K

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