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 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
24KNew |
$846K - $910K
|
24K
$856K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
23.9K+ 249.12% |
$843K - $907K
|
33.5K
$1.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
23.9K+ 1.71% |
$842K - $907K
|
1.42M
$50.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23K+ 21.63% |
$810K - $872K
|
129K
$4.61M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
22.8K+ 75.75% |
$804K - $865K
|
52.8K
$1.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.6K+ 31.77% |
$796K - $857K
|
93.6K
$3.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
22K+ 28.67% |
$775K - $834K
|
98.6K
$3.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.6KNew |
$762K - $820K
|
21.6K
$771K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
21.5KNew |
$758K - $816K
|
21.5K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.4K+ 9.3% |
$755K - $812K
|
251K
$8.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21.3K+ 8.96% |
$752K - $810K
|
259K
$9.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
20.5K+ 10.53% |
$723K - $778K
|
215K
$7.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
19.9K+ 38.09% |
$704K - $757K
|
72.3K
$2.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.7KNew |
$694K - $747K
|
19.7K
$702K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.6K+ 2.94% |
$692K - $745K
|
686K
$24.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 7.63% |
$687K - $739K
|
275K
$9.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
19.4KNew |
$684K - $736K
|
19.4K
$692K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
19.1KNew |
$673K - $725K
|
19.1K
$682K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
19KNew |
$672K - $723K
|
19K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.9K+ 8.69% |
$668K - $719K
|
237K
$8.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
18.9KNew |
$666K - $717K
|
18.9K
$674K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
18.9K+ 18.1% |
$665K - $716K
|
123K
$4.39M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
18.5K+ 35.44% |
$651K - $701K
|
70.6K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18.4K+ 10.08% |
$649K - $698K
|
201K
$7.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
17.9K+ 11.62% |
$632K - $681K
|
172K
$6.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.9K+ 6.38% |
$631K - $680K
|
298K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17.7K+ 2.46% |
$624K - $672K
|
738K
$26.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
17.7KNew |
$624K - $671K
|
17.7K
$631K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.5K+ 11.98% |
$618K - $665K
|
164K
$5.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
17.4K+ 2.53% |
$615K - $662K
|
706K
$25.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.4K+ 33.9% |
$613K - $660K
|
68.6K
$2.45M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17.1K+ 4.72% |
$603K - $649K
|
379K
$13.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
16.8K+ 13.16% |
$594K - $639K
|
145K
$5.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 8.73% |
$593K - $639K
|
210K
$7.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$593K - $638K
|
16.8K
$600K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
16.6K+ 6.17% |
$587K - $632K
|
286K
$10.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.6K+ 17.34% |
$587K - $631K
|
112K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.6KNew |
$585K - $630K
|
16.6K
$592K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
16.1K+ 6.89% |
$568K - $611K
|
250K
$8.91M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.1K+ 50.88% |
$567K - $611K
|
47.7K
$1.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
16K+ 10.66% |
$566K - $609K
|
166K
$5.94M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
15.8KNew |
$557K - $599K
|
15.8K
$563K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
15.3K+ 14.95% |
$539K - $581K
|
118K
$4.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
15.2KNew |
$538K - $579K
|
15.2K
$544K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
15K+ 3.0% |
$530K - $570K
|
515K
$18.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
15KNew |
$529K - $569K
|
15K
$535K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.7KNew |
$517K - $557K
|
14.7K
$523K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 10.37% |
$513K - $553K
|
155K
$5.53M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.3K+ 1.75% |
$504K - $543K
|
829K
$29.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
14.3K+ 1.99% |
$503K - $542K
|
730K
$26M
|