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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
105KNew |
$3.29M - $3.86M
|
105K
$3.69M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
100K+ 3.46% |
$3.15M - $3.7M
|
3M
$106M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.7K+ 27.74% |
$2.98M - $3.5M
|
436K
$15.4M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
92.6K+ 26.26% |
$2.91M - $3.42M
|
445K
$15.7M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
88.3K+ 19.26% |
$2.77M - $3.26M
|
547K
$19.3M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87.2K+ 2432.91% |
$2.74M - $3.22M
|
90.8K
$3.2M
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
86.7K+ 21.44% |
$2.73M - $3.2M
|
491K
$17.3M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
81.1K+ 2.57% |
$2.55M - $2.99M
|
3.23M
$114M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
80.6K+ 5.73% |
$2.53M - $2.98M
|
1.49M
$52.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
77.3K+ 5.72% |
$2.43M - $2.85M
|
1.43M
$50.5M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
77.2K+ 9.78% |
$2.42M - $2.85M
|
866K
$30.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
74K+ 124.89% |
$2.33M - $2.73M
|
133K
$4.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
73.7K+ 6.78% |
$2.32M - $2.72M
|
1.16M
$40.9M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
70.3KNew |
$2.21M - $2.6M
|
70.3K
$2.48M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
69.6K+ 110.03% |
$2.19M - $2.57M
|
133K
$4.68M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
69.5K+ 5.07% |
$2.18M - $2.56M
|
1.44M
$50.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
69.3K+ 9.64% |
$2.18M - $2.56M
|
789K
$27.8M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
68KNew |
$2.14M - $2.51M
|
68K
$2.4M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
66.7K+ 67.68% |
$2.1M - $2.46M
|
165K
$5.83M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
65.4K+ 481.9% |
$2.05M - $2.41M
|
78.9K
$2.78M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
64.3K+ 17.43% |
$2.02M - $2.37M
|
433K
$15.3M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
63K+ 3.89% |
$1.98M - $2.33M
|
1.68M
$59.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
62.8K+ 247.69% |
$1.97M - $2.32M
|
88.2K
$3.11M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.5K+ 89.61% |
$1.96M - $2.31M
|
132K
$4.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60.3K+ 5.54% |
$1.89M - $2.22M
|
1.15M
$40.5M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
59.4K+ 14.65% |
$1.86M - $2.19M
|
465K
$16.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
54.5K+ 41.65% |
$1.71M - $2.01M
|
185K
$6.54M
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
53.3K+ 170.37% |
$1.67M - $1.97M
|
84.5K
$2.98M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53.2K+ 30.29% |
$1.67M - $1.96M
|
229K
$8.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.1K+ 14.57% |
$1.67M - $1.96M
|
417K
$14.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
53K+ 86.82% |
$1.66M - $1.95M
|
114K
$4.02M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
52.2K+ 128.46% |
$1.64M - $1.92M
|
92.7K
$3.27M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
51.7K+ 24.02% |
$1.62M - $1.91M
|
267K
$9.41M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47.9K+ 12.51% |
$1.51M - $1.77M
|
431K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
47.9KNew |
$1.5M - $1.77M
|
47.9K
$1.69M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
47.7K+ 99.99% |
$1.5M - $1.76M
|
95.3K
$3.36M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
46.6K+ 4.86% |
$1.46M - $1.72M
|
1M
$35.4M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.5K+ 1.23% |
$1.46M - $1.71M
|
3.84M
$135M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
46.4K+ 96.89% |
$1.46M - $1.71M
|
94.3K
$3.33M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
44.8K+ 107.2% |
$1.41M - $1.65M
|
86.5K
$3.05M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
44.6K+ 21.12% |
$1.4M - $1.65M
|
256K
$9.03M
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
43.9K+ 28.64% |
$1.38M - $1.62M
|
197K
$6.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.2K+ 30.51% |
$1.36M - $1.6M
|
185K
$6.53M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
43K+ 30.31% |
$1.35M - $1.59M
|
185K
$6.52M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
42.9KNew |
$1.35M - $1.59M
|
42.9K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
42.6K+ 26.87% |
$1.34M - $1.57M
|
201K
$7.1M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
42K+ 34.18% |
$1.32M - $1.55M
|
165K
$5.82M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 7.54% |
$1.31M - $1.54M
|
596K
$21M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
41.8K+ 16.74% |
$1.31M - $1.54M
|
291K
$10.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
41.7K+ 13.89% |
$1.31M - $1.54M
|
342K
$12.1M
|