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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.08KNew |
$254K - $298K
|
8.08K
$285K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
7.99K+ 91.1% |
$251K - $295K
|
16.8K
$591K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 1.62% |
$248K - $291K
|
495K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
7.85KNew |
$247K - $290K
|
7.85K
$277K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.82KNew |
$246K - $289K
|
7.82K
$276K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.77K+ 21.76% |
$244K - $287K
|
43.5K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.69K+ 13.02% |
$242K - $284K
|
66.8K
$2.36M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.68K+ 28.81% |
$241K - $283K
|
34.3K
$1.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.67K+ 5.74% |
$241K - $283K
|
141K
$4.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.63K+ 11.47% |
$240K - $282K
|
74.1K
$2.61M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
7.41KNew |
$233K - $274K
|
7.41K
$262K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.35K+ 4708.33% |
$231K - $271K
|
7.5K
$265K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.98K+ 17.97% |
$219K - $258K
|
45.9K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.86K+ 4.05% |
$216K - $253K
|
176K
$6.22M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6.52K+ 112.7% |
$205K - $241K
|
12.3K
$434K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.4K+ 2.27% |
$201K - $236K
|
288K
$10.2M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.34KNew |
$199K - $234K
|
6.34K
$224K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.18K+ 0.97% |
$194K - $228K
|
644K
$22.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.09K+ 3.11% |
$191K - $225K
|
202K
$7.12M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.08K+ 3.24% |
$191K - $225K
|
194K
$6.84M
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
5.97K+ 73.68% |
$187K - $220K
|
14.1K
$496K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.96K+ 5.36% |
$187K - $220K
|
117K
$4.13M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
5.91K+ 42.45% |
$186K - $218K
|
19.8K
$699K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.85K+ 6.68% |
$184K - $216K
|
93.4K
$3.3M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.78K+ 98.47% |
$182K - $213K
|
11.7K
$411K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.4K+ 2.55% |
$170K - $199K
|
217K
$7.65M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.36KNew |
$169K - $198K
|
5.36K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.29K+ 2.52% |
$166K - $195K
|
215K
$7.59M
|
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
5.21K+ 1.01% |
$164K - $192K
|
520K
$18.4M
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.17K+ 55.14% |
$163K - $191K
|
14.6K
$513K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5K+ 19.04% |
$157K - $184K
|
31.2K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.92K+ 11.91% |
$155K - $182K
|
46.2K
$1.63M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.77K+ 5.33% |
$150K - $176K
|
94.1K
$3.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
4.69K+ 5.25% |
$147K - $173K
|
94.1K
$3.32M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56K+ 1.9% |
$143K - $168K
|
245K
$8.65M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56K+ 1.9% |
$143K - $168K
|
245K
$8.65M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.49K+ 3.98% |
$141K - $166K
|
117K
$4.14M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 3.44% |
$140K - $164K
|
134K
$4.71M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
4.36K+ 1.37% |
$137K - $161K
|
323K
$11.4M
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
4.32K+ 2.66% |
$136K - $159K
|
167K
$5.89M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.31K+ 14.01% |
$135K - $159K
|
35.1K
$1.24M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.01K+ 9.84% |
$126K - $148K
|
44.8K
$1.58M
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.97K+ 23.94% |
$125K - $147K
|
20.6K
$725K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.87K+ 0.63% |
$122K - $143K
|
615K
$21.7M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.86K+ 3.36% |
$121K - $142K
|
118K
$4.18M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
3.82K+ 15929.17% |
$120K - $141K
|
3.85K
$136K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
3.64K+ 11.22% |
$114K - $134K
|
36.1K
$1.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
3.58K+ 4.28% |
$112K - $132K
|
87.1K
$3.07M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
3.54K+ 0.49% |
$111K - $131K
|
733K
$25.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.5K+ 8.02% |
$110K - $129K
|
47.1K
$1.66M
|