Purchases and Sales Made in Q1 2022 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 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 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-21.2K- 10.97% |
$665K - $781K
|
172K
$6.06M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.6K- 2.94% |
$710K - $834K
|
746K
$26.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23K- 59.81% |
$724K - $851K
|
15.5K
$546K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-23.1KClosed |
$727K - $854K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24.9K- 9.91% |
$783K - $920K
|
226K
$7.99M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-26.6K- 30.32% |
$835K - $981K
|
61.1K
$2.15M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-27K- 69.33% |
$847K - $996K
|
11.9K
$421K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-28.7K- 32.76% |
$901K - $1.06M
|
58.9K
$2.08M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-28.7K- 51.33% |
$903K - $1.06M
|
27.3K
$962K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-29.6K- 18.13% |
$930K - $1.09M
|
134K
$4.72M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.3KClosed |
$951K - $1.12M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30.6K- 33.66% |
$962K - $1.13M
|
60.3K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-33.2KClosed |
$1.04M - $1.23M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34.5K- 6.21% |
$1.09M - $1.28M
|
522K
$18.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-34.8K- 10.14% |
$1.09M - $1.29M
|
309K
$10.9M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.2K- 5.12% |
$1.1M - $1.3M
|
651K
$23M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.9K- 8.47% |
$1.13M - $1.32M
|
388K
$13.7M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-36K- 18.93% |
$1.13M - $1.33M
|
154K
$5.44M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38K- 23.52% |
$1.19M - $1.4M
|
124K
$4.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-38.3KClosed |
$1.2M - $1.41M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.3K- 89.8% |
$1.27M - $1.49M
|
4.58K
$161K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-41.6K- 26.35% |
$1.31M - $1.54M
|
116K
$4.1M
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-41.8K- 12.43% |
$1.31M - $1.54M
|
295K
$10.4M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-42.3K- 11.65% |
$1.33M - $1.56M
|
321K
$11.3M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-43.9KClosed |
$1.38M - $1.62M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44.7K- 26.15% |
$1.4M - $1.65M
|
126K
$4.45M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-45.5KClosed |
$1.43M - $1.68M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-49K- 13.84% |
$1.54M - $1.81M
|
305K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.2K- 10.58% |
$1.58M - $1.85M
|
424K
$15M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-56.2K- 37.17% |
$1.77M - $2.07M
|
95K
$3.35M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-58.9K- 4.08% |
$1.85M - $2.18M
|
1.39M
$48.9M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-68.3K- 27.47% |
$2.15M - $2.52M
|
180K
$6.36M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-69.9K- 8.22% |
$2.2M - $2.58M
|
781K
$27.5M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-70.8K- 88.58% |
$2.22M - $2.61M
|
9.13K
$322K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73.7K- 9.29% |
$2.32M - $2.72M
|
719K
$25.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-84.2K- 19.16% |
$2.64M - $3.11M
|
355K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-89.6K- 31.93% |
$2.82M - $3.31M
|
191K
$6.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-95.5K- 5.17% |
$3M - $3.53M
|
1.75M
$61.9M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-98.6KClosed |
$3.1M - $3.64M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-110K- 94.58% |
$3.47M - $4.07M
|
6.33K
$223K
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-115K- 88.1% |
$3.6M - $4.23M
|
15.5K
$546K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-115KClosed |
$3.62M - $4.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-118K- 19.09% |
$3.71M - $4.36M
|
501K
$17.7M
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-128KClosed |
$4.03M - $4.74M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-137K- 69.8% |
$4.29M - $5.04M
|
59.1K
$2.09M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-140K- 45.86% |
$4.4M - $5.16M
|
165K
$5.83M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-150KClosed |
$4.7M - $5.52M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-159K- 24.65% |
$4.98M - $5.85M
|
485K
$17.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-164K- 48.52% |
$5.15M - $6.06M
|
174K
$6.14M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-171K- 57.97% |
$5.37M - $6.31M
|
124K
$4.37M
|