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
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

BUY
 -
17.4K
+ 4.56%
$547K - $643K
400K $14.1M
Apr 15, 2022 Q1 2022
Valtinson Bruner Financial Planning LLC

BUY
 -
17.2K
+ 10.32%
$540K - $634K
184K $6.48M
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

BUY
 -
17K
New
$534K - $627K
17K $600K
Apr 04, 2022 Q1 2022
Confluence Investment Management LLC

BUY
 -
16.6K
+ 1.56%
$520K - $611K
1.08M $38.1M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
16.3K
+ 23.91%
$512K - $601K
84.4K $2.98M
May 09, 2022 Q1 2022
Treasure Coast Financial Planning

BUY
 -
16K
+ 3.88%
$504K - $592K
429K $15.1M
May 19, 2022 Q1 2022
Financial Guidance Group, Inc.

BUY
 -
16K
New
$502K - $589K
16K $563K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
15.9K
+ 18.54%
$498K - $585K
101K $3.58M
May 25, 2022 Q1 2022
L.M. Kohn & Company

BUY
 -
15.9K
New
$498K - $585K
15.9K $560K
May 10, 2022 Q1 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
15.7K
+ 188.58%
$492K - $578K
24K $845K
May 11, 2022 Q1 2022
Neirg Wealth Management, LLC

BUY
 -
15.3K
+ 11.89%
$480K - $563K
144K $5.07M
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
15.2K
+ 53.07%
$479K - $563K
44K $1.55M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
14.2K
+ 7.37%
$447K - $525K
207K $7.32M
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

BUY
 -
14.2K
+ 19.58%
$445K - $522K
86.5K $3.05M
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
14.1K
+ 33.79%
$444K - $521K
55.9K $1.97M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
13.8K
New
$434K - $510K
13.8K $487K
Apr 21, 2022 Q1 2022
Wade Financial Advisory, Inc

BUY
 -
13.8K
+ 27.55%
$433K - $509K
63.8K $2.25M
May 10, 2022 Q1 2022
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
13.6K
+ 11.54%
$426K - $501K
131K $4.63M
Apr 19, 2022 Q1 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
13.4K
+ 10.27%
$423K - $496K
144K $5.09M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

BUY
 -
13.4K
+ 4.9%
$422K - $496K
288K $10.2M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
13.2K
New
$414K - $486K
13.2K $464K
May 12, 2022 Q1 2022
Treynor Bancshares, Inc.

BUY
 -
13K
+ 8.77%
$408K - $479K
161K $5.67M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
12.8K
New
$401K - $471K
12.8K $450K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
12.7K
+ 33.32%
$398K - $467K
50.6K $1.79M
Apr 22, 2022 Q1 2022
Pcg Wealth Advisors, LLC

BUY
 -
12.6K
+ 25.55%
$396K - $465K
61.9K $2.18M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
12.6K
+ 5.3%
$395K - $464K
250K $8.81M
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
12.5K
+ 21.49%
$392K - $461K
70.5K $2.49M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
12.4K
+ 4.42%
$388K - $456K
292K $10.3M
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
12K
+ 15.91%
$376K - $441K
87.1K $3.07M
May 13, 2022 Q1 2022
Washington Trust Bank

BUY
 -
11.8K
New
$372K - $437K
11.8K $417K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
11.7K
+ 6.03%
$368K - $432K
206K $7.26M
Apr 14, 2022 Q1 2022
Tpg Financial Advisors, LLC

BUY
 -
11.7K
+ 7.54%
$367K - $431K
167K $5.88M
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

BUY
 -
11.7K
+ 4470.88%
$367K - $431K
11.9K $421K
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
11.6K
+ 25.38%
$364K - $428K
57.3K $2.02M
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.5K
New
$363K - $426K
11.5K $407K
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
11.4K
New
$357K - $419K
11.4K $401K
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

BUY
 -
10.2K
+ 18.83%
$320K - $376K
64.3K $2.27M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
10K
New
$315K - $370K
10K $353K
Apr 11, 2022 Q1 2022
Apella Capital, LLC

BUY
 -
9.97K
+ 24.32%
$313K - $368K
51K $1.8M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
9.59K
+ 5.79%
$301K - $354K
175K $6.18M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
9.59K
+ 5.79%
$301K - $354K
175K $6.18M
Apr 29, 2022 Q1 2022
Brown Financial Advisory

BUY
 -
9.57K
+ 3.06%
$301K - $353K
322K $11.4M
May 03, 2022 Q1 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
9.15K
+ 67.13%
$287K - $338K
22.8K $804K
Apr 21, 2022 Q1 2022
Ballast Advisors LLC

BUY
 -
8.78K
+ 25.4%
$276K - $324K
43.3K $1.53M
May 05, 2022 Q1 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
8.69K
+ 5.92%
$273K - $321K
156K $5.49M
May 09, 2022 Q1 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
8.67K
+ 63.36%
$272K - $320K
22.3K $788K
May 10, 2022 Q1 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
8.66K
+ 5.31%
$272K - $320K
172K $6.06M
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

BUY
 -
8.53K
+ 5.48%
$268K - $315K
164K $5.79M
May 05, 2022 Q1 2022
Montz Harcus Wealth Management LLC

BUY
 -
8.48K
+ 10.93%
$267K - $313K
86.1K $3.04M

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