Purchases and Sales Made in Q1 2022 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 Q1 2022. 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
May 13, 2022 Q1 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-1.27K
- 3.12%
$39.7K - $46.7K
39.3K $1.39M
Apr 11, 2022 Q1 2022
Trh Financial, LLC

SELL
 -
-1.3K
- 2.83%
$41K - $48.1K
44.7K $1.58M
May 06, 2022 Q1 2022
Tempus Wealth Planning, LLC

SELL
 -
-1.39K
- 2.08%
$43.7K - $51.3K
65.6K $2.32M
Apr 18, 2022 Q1 2022
Aletheian Wealth Advisors LLC

SELL
 -
-1.4K
- 4.22%
$43.9K - $51.6K
31.7K $1.12M
May 02, 2022 Q1 2022
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-1.4K
Closed
$43.9K - $51.6K
0 $0
May 13, 2022 Q1 2022
Covington Capital Management

SELL
 -
-1.5K
- 58.35%
$47.1K - $55.3K
1.07K $37.9K
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-1.57K
- 17.08%
$49.4K - $58K
7.63K $270K
May 13, 2022 Q1 2022
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-1.62K
- 1.02%
$50.7K - $59.6K
157K $5.56M
Apr 29, 2022 Q1 2022
Stone Point Wealth LLC

SELL
 -
-1.66K
- 5.22%
$52.1K - $61.2K
30.1K $1.07M
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

SELL
 -
-1.72K
Closed
$53.9K - $63.3K
0 $0
Apr 28, 2022 Q1 2022
Highland Private Wealth Management

SELL
 -
-1.81K
- 4.02%
$56.7K - $66.6K
43.1K $1.52M
May 05, 2022 Q1 2022
Compass Financial Advisors LLC

SELL
 -
-1.88K
- 9.84%
$59K - $69.4K
17.2K $609K
Apr 26, 2022 Q1 2022
Heartwood Wealth Advisors LLC

SELL
 -
-2.01K
- 1.26%
$63K - $74K
158K $5.58M
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-2.12K
- 1.73%
$66.6K - $78.2K
120K $4.25M
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

SELL
 -
-2.15K
- 25.03%
$67.6K - $79.4K
6.44K $228K
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-2.17K
Closed
$68.2K - $80.1K
0 $0
Oct 18, 2024 Q1 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-2.24K
- 4.49%
$70.4K - $82.8K
47.6K $1.69M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-2.3K
Closed
$72.4K - $85K
0 $0
May 04, 2022 Q1 2022
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-2.48K
- 26.7%
$77.8K - $91.4K
6.8K $241K
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-2.55K
- 24.59%
$80K - $94K
7.81K $277K
May 02, 2022 Q1 2022
Spc Financial, Inc.

SELL
 -
-2.75K
- 1.57%
$86.5K - $102K
172K $6.09M
Apr 14, 2022 Q1 2022
Flower City Capital

SELL
 -
-2.83K
- 9.0%
$88.8K - $104K
28.6K $1.01M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-2.84K
- 4.59%
$89.3K - $105K
59.1K $2.09M
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-3.29K
- 15.28%
$103K - $121K
18.2K $645K
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-3.4K
- 1.62%
$107K - $126K
207K $7.33M
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

SELL
 -
-3.48K
- 14.34%
$109K - $128K
20.8K $736K
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-3.51K
Closed
$110K - $130K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-3.51K
Closed
$110K - $130K
0 $0
Apr 29, 2022 Q1 2022
Financial Connections Group, Inc.

SELL
 -
-3.52K
- 2.45%
$111K - $130K
140K $4.95M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-3.61K
- 24.45%
$113K - $133K
11.1K $395K
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

SELL
 -
-3.61K
- 7.44%
$113K - $133K
44.9K $1.59M
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
SELL
 -
-3.73K
- 33.66%
$117K - $138K
7.34K $260K
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-3.8K
Closed
$120K - $140K
0 $0
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

SELL
 -
-3.86K
- 16.64%
$121K - $142K
19.3K $684K
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-3.9K
- 2.9%
$122K - $144K
130K $4.62M
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-3.93K
Closed
$123K - $145K
0 $0
May 10, 2022 Q1 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-4.41K
- 9.7%
$139K - $163K
41.1K $1.45M
May 10, 2022 Q1 2022
Kwb Wealth

Redlands, CA
SELL
 -
-4.47K
- 0.32%
$141K - $165K
1.39M $49.2M
May 10, 2022 Q1 2022
Pecaut & Co.

SELL
 -
-4.55K
- 5.68%
$143K - $168K
75.6K $2.68M
May 11, 2022 Q1 2022
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-4.68K
- 6.64%
$147K - $173K
65.9K $2.33M
Oct 04, 2022 Q1 2022
Bull Oak Capital, LLC

San Diego, CA
SELL
 -
-4.73K
- 2.27%
$149K - $175K
203K $7.2M
May 02, 2022 Q1 2022
Financial Futures LTD Liability Co.

SELL
 -
-5.05K
- 20.31%
$159K - $186K
19.8K $702K
May 05, 2022 Q1 2022
Lantz Financial LLC

SELL
 -
-5.51K
- 18.58%
$173K - $204K
24.2K $856K
Apr 20, 2022 Q1 2022
Compass Ion Advisors, LLC

SELL
 -
-5.55K
Closed
$175K - $205K
0 $0
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-5.64K
- 27.88%
$177K - $208K
14.6K $516K
Apr 12, 2022 Q1 2022
Rda Financial Network

SELL
 -
-5.67K
Closed
$178K - $209K
0 $0
May 06, 2022 Q1 2022
Wt Wealth Management

SELL
 -
-5.74K
- 29.49%
$180K - $212K
13.7K $486K
May 05, 2022 Q1 2022
Cambridge Advisors Inc.

SELL
 -
-5.75K
Closed
$181K - $212K
0 $0
Apr 18, 2022 Q1 2022
Procyon Advisors, LLC

SELL
 -
-5.75K
Closed
$181K - $212K
0 $0

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