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 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 571.43% |
$7.06K - $7.6K
|
235
$8.39K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
193+ 2.49% |
$6.81K - $7.33K
|
7.96K
$284K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
187+ 1.66% |
$6.6K - $7.1K
|
11.5K
$409K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
186+ 0.81% |
$6.56K - $7.06K
|
23.1K
$824K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
184New |
$6.49K - $6.99K
|
184
$6.57K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
167New |
$5.89K - $6.34K
|
167
$5.96K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
157New |
$5.54K - $5.96K
|
157
$5.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
156+ 0.14% |
$5.5K - $5.92K
|
114K
$4.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
152+ 1.62% |
$5.36K - $5.77K
|
9.55K
$341K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
150+ 0.64% |
$5.29K - $5.7K
|
23.5K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
149+ 1.46% |
$5.26K - $5.66K
|
10.4K
$370K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
146New |
$5.15K - $5.55K
|
146
$5.21K
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
146+ 0.65% |
$5.15K - $5.55K
|
22.6K
$807K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
137+ 2.0% |
$4.83K - $5.2K
|
7K
$250K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.53K - $3.8K
|
100
$3.57K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
90New |
$3.18K - $3.42K
|
90
$3.21K
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
77+ 0.05% |
$2.72K - $2.92K
|
155K
$5.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
69+ 0.58% |
$2.43K - $2.62K
|
12K
$428K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
65+ 71.43% |
$2.29K - $2.47K
|
156
$5.57K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55New |
$1.94K - $2.09K
|
55
$1.96K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
50+ 0.87% |
$1.76K - $1.9K
|
5.83K
$208K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
49+ 0.72% |
$1.73K - $1.86K
|
6.84K
$244K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
48+ 0.62% |
$1.69K - $1.82K
|
7.79K
$278K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47+ 0.39% |
$1.66K - $1.79K
|
12.2K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
47New |
$1.66K - $1.79K
|
47
$1.68K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
26+ 1.02% |
$917 - $987
|
2.57K
$91.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
23+ 0.26% |
$811 - $874
|
9.04K
$323K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.25% |
$811 - $874
|
9.3K
$332K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.58% |
$564 - $608
|
2.76K
$98.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
15+ 0.01% |
$529 - $570
|
132K
$4.73M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 1.69% |
$529 - $570
|
903
$32.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
12+ 0.12% |
$423 - $456
|
9.82K
$351K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10+ 0.0% |
$353 - $380
|
249K
$8.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.18% |
$212 - $228
|
3.39K
$121K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
5+ 0.01% |
$176 - $190
|
50K
$1.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
BUY
|
- |
4+ 0.05% |
$141 - $152
|
7.66K
$273K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.49% |
$70.6 - $76
|
413
$14.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.34% |
$70.6 - $76
|
593
$21.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.02% |
$70.6 - $76
|
9.34K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.11% |
$35.3 - $38
|
952
$34K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$35.3 - $38
|
45.7K
$1.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6- 0.02% |
$212 - $228
|
27.1K
$969K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-17- 0.22% |
$600 - $646
|
7.76K
$277K
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
SELL
|
- |
-24- 0.37% |
$847 - $912
|
6.43K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.1% |
$1.2K - $1.29K
|
32.4K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-46- 0.2% |
$1.62K - $1.75K
|
23.2K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-46Closed |
$1.62K - $1.75K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 50.47% |
$1.91K - $2.05K
|
53
$1.89K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-71- 9.01% |
$2.5K - $2.7K
|
717
$25.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-73- 1.2% |
$2.58K - $2.77K
|
6K
$214K
|