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 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
3.43K+ 20.66% |
$108K - $127K
|
20.1K
$707K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.39K+ 22.01% |
$106K - $125K
|
18.8K
$663K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.38K+ 17.82% |
$106K - $125K
|
22.4K
$789K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25K+ 1878.03% |
$102K - $120K
|
3.42K
$121K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.23K+ 12.18% |
$102K - $119K
|
29.8K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.1K+ 2.16% |
$97.3K - $114K
|
146K
$5.16M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.02KNew |
$94.9K - $112K
|
3.02K
$107K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3K+ 12.52% |
$94.3K - $111K
|
27K
$951K
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
2.77K+ 8.02% |
$87.1K - $102K
|
37.3K
$1.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
2.75K+ 12.16% |
$86.4K - $101K
|
25.4K
$894K
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.71K+ 3.17% |
$85.1K - $99.9K
|
88K
$3.1M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.6K+ 0.77% |
$81.7K - $96K
|
341K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
2.59K+ 3.8% |
$81.4K - $95.6K
|
70.8K
$2.5M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.51K+ 8.76% |
$78.9K - $92.6K
|
31.2K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.4K+ 8.83% |
$75.4K - $88.6K
|
29.6K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.35KNew |
$73.9K - $86.8K
|
2.35K
$82.9K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.32KNew |
$72.9K - $85.6K
|
2.32K
$81.8K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.32KNew |
$72.9K - $85.6K
|
2.32K
$81.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
2.31K+ 15.7% |
$72.6K - $85.3K
|
17K
$600K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.11K+ 17.17% |
$66.2K - $77.8K
|
14.4K
$507K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
2.09K+ 3.08% |
$65.5K - $77K
|
69.7K
$2.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.07K+ 6.71% |
$65K - $76.3K
|
32.9K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2K+ 1.13% |
$62.7K - $73.6K
|
179K
$6.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.97K+ 68.56% |
$61.7K - $72.5K
|
4.83K
$170K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.87K+ 11.61% |
$58.6K - $68.8K
|
17.9K
$632K
|
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.81K+ 17.64% |
$56.8K - $66.8K
|
12.1K
$426K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.79KNew |
$56.3K - $66.1K
|
1.79K
$63.2K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.63K+ 0.98% |
$51.3K - $60.3K
|
169K
$5.96M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.63K+ 0.4% |
$51.2K - $60.2K
|
406K
$14.3M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.61K+ 0.86% |
$50.7K - $59.6K
|
189K
$6.66M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.54K+ 1.42% |
$48.5K - $57K
|
111K
$3.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.44K+ 4.32% |
$45.4K - $53.3K
|
34.8K
$1.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.44K+ 9.64% |
$45.4K - $53.3K
|
16.4K
$580K
|
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.44K+ 2.59% |
$45.3K - $53.2K
|
57K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.34K+ 9.39% |
$42.2K - $49.6K
|
15.6K
$552K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 20.76% |
$39.2K - $46.1K
|
7.27K
$256K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.24K+ 12.33% |
$38.9K - $45.7K
|
11.3K
$398K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.23KNew |
$38.5K - $45.2K
|
1.23K
$43.2K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.2K+ 7.24% |
$37.7K - $44.3K
|
17.8K
$627K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 3.27% |
$37.7K - $44.3K
|
37.9K
$1.34M
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.19K+ 9.96% |
$37.5K - $44.1K
|
13.2K
$465K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.18K+ 2.23% |
$37.1K - $43.6K
|
54K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.15K+ 1.23% |
$36.2K - $42.5K
|
94.7K
$3.34M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
1.15K+ 1.72% |
$36.1K - $42.4K
|
68K
$2.4M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.14K+ 12.59% |
$35.9K - $42.2K
|
10.2K
$360K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.14K+ 1.54% |
$35.8K - $42K
|
75K
$2.65M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.11K+ 9.63% |
$34.7K - $40.8K
|
12.6K
$444K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.09K+ 7.6% |
$34.3K - $40.3K
|
15.5K
$545K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.09K+ 14.15% |
$34.2K - $40.1K
|
8.77K
$309K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.04KNew |
$32.7K - $38.4K
|
1.04K
$36.7K
|