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 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-5.76K
Closed
$181K - $212K
0 $0
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-5.78K
Closed
$182K - $213K
0 $0
May 10, 2022 Q1 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-5.82K
- 48.68%
$183K - $215K
6.13K $217K
Apr 12, 2022 Q1 2022
Mcia Inc

SELL
 -
-5.95K
Closed
$187K - $220K
0 $0
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-5.97K
- 31.3%
$188K - $220K
13.1K $464K
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-6.03K
- 17.54%
$189K - $222K
28.3K $1M
May 04, 2022 Q1 2022
Brio Consultants, LLC

SELL
 -
-6.08K
Closed
$191K - $224K
0 $0
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

SELL
 -
-6.21K
Closed
$195K - $229K
0 $0
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-6.42K
- 26.83%
$202K - $237K
17.5K $620K
Apr 05, 2022 Q1 2022
Appleton Partners Inc

SELL
 -
-6.61K
Closed
$208K - $244K
0 $0
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-6.95K
Closed
$218K - $257K
0 $0
Apr 18, 2022 Q1 2022
Qp Wealth Management, LLC

SELL
 -
-7.25K
- 6.96%
$228K - $268K
96.9K $3.43M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

SELL
 -
-7.38K
Closed
$232K - $272K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-7.44K
- 6.01%
$234K - $275K
116K $4.12M
Apr 18, 2022 Q1 2022
First Purpose Wealth LLC

SELL
 -
-7.53K
Closed
$236K - $278K
0 $0
Apr 21, 2022 Q1 2022
Bck Partners, Inc.

SELL
 -
-7.66K
Closed
$241K - $283K
0 $0
Apr 29, 2022 Q1 2022
Nova Point Capital, LLC

SELL
 -
-7.79K
- 3.74%
$245K - $287K
200K $7.09M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

SELL
 -
-7.83K
- 6.24%
$246K - $289K
118K $4.16M
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
SELL
 -
-8.14K
Closed
$256K - $301K
0 $0
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-8.31K
- 32.38%
$261K - $307K
17.4K $615K
Apr 12, 2022 Q1 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
SELL
 -
-8.48K
Closed
$266K - $313K
0 $0
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

SELL
 -
-9.78K
- 42.05%
$307K - $361K
13.5K $477K
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-9.95K
- 5.09%
$313K - $367K
186K $6.58M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-10.1K
- 18.56%
$317K - $373K
44.3K $1.57M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-10.3K
- 9.09%
$325K - $382K
104K $3.67M
Apr 15, 2022 Q1 2022
Newman & Schimel, LLC

SELL
 -
-10.4K
- 33.19%
$328K - $385K
21K $744K
May 10, 2022 Q1 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-11.2K
- 4.99%
$351K - $412K
213K $7.53M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-11.4K
Closed
$358K - $421K
0 $0
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-12K
- 3.95%
$377K - $442K
292K $10.3M
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

SELL
 -
-12K
Closed
$377K - $443K
0 $0
May 05, 2022 Q1 2022
Larson Financial Group LLC

SELL
 -
-12.2K
- 3.79%
$382K - $449K
309K $10.9M
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-12.2K
- 5.15%
$383K - $450K
224K $7.95M
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-12.2K
Closed
$384K - $451K
0 $0
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-12.3K
- 13.89%
$387K - $454K
76.3K $2.7M
May 10, 2022 Q1 2022
Allen Capital Group, LLC

SELL
 -
-12.4K
- 23.46%
$390K - $458K
40.5K $1.43M
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-12.4K
- 11.05%
$391K - $459K
100K $3.54M
Apr 14, 2023 Q1 2022
Ervin Investment Management, LLC

SELL
 -
-13.2K
- 18.14%
$414K - $486K
59.4K $2.1M
May 10, 2022 Q1 2022
American Investment Services, Inc.

SELL
 -
-14.5K
- 11.94%
$456K - $536K
107K $3.79M
May 13, 2022 Q1 2022
Better Money Decisions, LLC

SELL
 -
-15K
- 55.23%
$470K - $552K
12.1K $430K
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-15.2K
Closed
$479K - $562K
0 $0
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
SELL
 -
-16.2K
Closed
$509K - $598K
0 $0
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-16.6K
Closed
$521K - $612K
0 $0
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

SELL
 -
-17.9K
- 2.29%
$564K - $662K
767K $27.2M
Apr 20, 2022 Q1 2022
Eclectic Associates Inc

SELL
 -
-18.3K
- 12.61%
$574K - $674K
127K $4.48M
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-18.3K
- 54.63%
$575K - $675K
15.2K $538K
Apr 25, 2022 Q1 2022
Ferguson Shapiro LLC

SELL
 -
-18.9K
Closed
$595K - $699K
0 $0
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-19.3K
- 52.32%
$605K - $711K
17.6K $622K
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-19.7K
Closed
$618K - $726K
0 $0
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

SELL
 -
-20.3K
- 9.69%
$638K - $749K
189K $6.7M

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