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 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
148KNew |
$5.22M - $5.62M
|
148K
$5.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
146K+ 5.47% |
$5.14M - $5.53M
|
2.81M
$100M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
145K+ 12.92% |
$5.1M - $5.49M
|
1.26M
$45.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
143KNew |
$5.06M - $5.45M
|
143K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
135K+ 586.61% |
$4.76M - $5.12M
|
158K
$5.64M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
133K+ 22.73% |
$4.71M - $5.07M
|
721K
$25.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
133K+ 73.78% |
$4.69M - $5.05M
|
313K
$11.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
128KNew |
$4.53M - $4.87M
|
128K
$4.58M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
125KNew |
$4.42M - $4.76M
|
125K
$4.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
123K+ 54.48% |
$4.36M - $4.69M
|
350K
$12.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
115KNew |
$4.06M - $4.37M
|
115K
$4.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114K+ 15.42% |
$4.01M - $4.32M
|
851K
$30.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
112K+ 11.5% |
$3.95M - $4.26M
|
1.09M
$38.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
104K+ 53.02% |
$3.68M - $3.96M
|
301K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
102K+ 356.72% |
$3.61M - $3.88M
|
131K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
101K+ 633.2% |
$3.56M - $3.83M
|
117K
$4.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
99K+ 786.88% |
$3.49M - $3.76M
|
112K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
98.6K+ 9.98% |
$3.48M - $3.75M
|
1.09M
$38.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
95K+ 7.23% |
$3.35M - $3.61M
|
1.41M
$50.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
94.5KNew |
$3.33M - $3.59M
|
94.5K
$3.37M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
89.4KNew |
$3.15M - $3.39M
|
89.4K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
87.2K+ 42.05% |
$3.08M - $3.31M
|
295K
$10.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
85.3KNew |
$3.01M - $3.24M
|
85.3K
$3.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
83.5KNew |
$2.95M - $3.17M
|
83.5K
$2.98M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
79.9KNew |
$2.82M - $3.03M
|
79.9K
$2.85M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79KNew |
$2.79M - $3M
|
79K
$2.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
78.8K+ 5.26% |
$2.78M - $2.99M
|
1.58M
$56.3M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
77.6KNew |
$2.74M - $2.95M
|
77.6K
$2.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
76.9K+ 64.72% |
$2.71M - $2.92M
|
196K
$6.99M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
76.6KNew |
$2.7M - $2.91M
|
76.6K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
75.2K+ 18.85% |
$2.65M - $2.86M
|
474K
$16.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75K+ 112.26% |
$2.65M - $2.85M
|
142K
$5.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
70.9K+ 483.85% |
$2.5M - $2.69M
|
85.5K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
69.7KNew |
$2.46M - $2.65M
|
69.7K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
64.7KNew |
$2.28M - $2.46M
|
64.7K
$2.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
59.4K+ 4.4% |
$2.1M - $2.26M
|
1.41M
$50.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
58.1KNew |
$2.05M - $2.21M
|
58.1K
$2.07M
|
|
|
Feb 18, 2022
Q4 2021
|
Fairfield University
|
BUY
|
- |
56.8K+ 9.79% |
$2M - $2.16M
|
637K
$22.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56KNew |
$1.98M - $2.13M
|
56K
$2M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
54.6K+ 4.2% |
$1.92M - $2.07M
|
1.35M
$48.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.2K+ 87.67% |
$1.91M - $2.06M
|
116K
$4.14M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53KNew |
$1.87M - $2.01M
|
53K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
52.9KNew |
$1.87M - $2.01M
|
52.9K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
51.1KNew |
$1.8M - $1.94M
|
51.1K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
49.3KNew |
$1.74M - $1.87M
|
49.3K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
48.9K+ 16.81% |
$1.73M - $1.86M
|
340K
$12.1M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
48.9K+ 76.44% |
$1.72M - $1.86M
|
113K
$4.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48.6K+ 2.77% |
$1.72M - $1.85M
|
1.8M
$64.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48.2KNew |
$1.7M - $1.83M
|
48.2K
$1.72M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.8K+ 415.45% |
$1.69M - $1.81M
|
59.3K
$2.12M
|