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 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 3.78% |
$32.6K - $38.3K
|
28.5K
$1.01M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.01K+ 6.05% |
$31.7K - $37.2K
|
17.7K
$626K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
993+ 1.18% |
$31.2K - $36.7K
|
85.4K
$3.02M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
923+ 6.13% |
$29K - $34.1K
|
16K
$566K
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
887+ 0.53% |
$27.9K - $32.7K
|
167K
$5.91M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
887+ 6.71% |
$27.9K - $32.7K
|
14.1K
$500K
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
868+ 15.39% |
$27.3K - $32K
|
6.51K
$230K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
836+ 2.77% |
$26.3K - $30.9K
|
31K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
811+ 1.18% |
$25.5K - $29.9K
|
69.4K
$2.46M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
764+ 21.02% |
$24K - $28.2K
|
4.4K
$156K
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
757+ 6.73% |
$23.8K - $27.9K
|
12K
$425K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
754+ 0.88% |
$23.7K - $27.8K
|
86.2K
$3.05M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
747+ 6.77% |
$23.5K - $27.6K
|
11.8K
$417K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
743+ 3.61% |
$23.3K - $27.4K
|
21.3K
$755K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
738+ 103.94% |
$23.2K - $27.2K
|
1.45K
$51.3K
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
710+ 3.02% |
$22.3K - $26.2K
|
24.2K
$857K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
700+ 25.37% |
$22K - $25.8K
|
3.46K
$122K
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
691+ 4.71% |
$21.7K - $25.5K
|
15.4K
$544K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
655+ 3.38% |
$20.6K - $24.2K
|
20K
$709K
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
596+ 6.6% |
$18.7K - $22K
|
9.63K
$341K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
584+ 21.65% |
$18.3K - $21.6K
|
3.28K
$116K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
553+ 4.57% |
$17.4K - $20.4K
|
12.7K
$448K
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
518+ 0.79% |
$16.3K - $19.1K
|
66K
$2.34M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
504+ 9.16% |
$15.8K - $18.6K
|
6K
$213K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
480+ 0.71% |
$15.1K - $17.7K
|
68.3K
$2.42M
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
479+ 0.67% |
$15.1K - $17.7K
|
72.4K
$2.56M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
473+ 1.26% |
$14.9K - $17.5K
|
37.9K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
450+ 1.01% |
$14.1K - $16.6K
|
44.9K
$1.59M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
405+ 0.73% |
$12.7K - $14.9K
|
55.7K
$1.97M
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
400+ 3.41% |
$12.6K - $14.8K
|
12.1K
$430K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
360New |
$11.3K - $13.3K
|
360
$12.7K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
355+ 0.27% |
$11.2K - $13.1K
|
133K
$4.7M
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
350+ 2.99% |
$11K - $12.9K
|
12.1K
$427K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
331+ 13.44% |
$10.4K - $12.2K
|
2.79K
$98.9K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
300+ 0.27% |
$9.43K - $11.1K
|
111K
$3.94M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
289+ 2.28% |
$9.08K - $10.7K
|
13K
$459K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
274New |
$8.61K - $10.1K
|
274
$9.7K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
274+ 1.44% |
$8.61K - $10.1K
|
19.3K
$684K
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
272+ 2.53% |
$8.55K - $10K
|
11K
$391K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
247+ 2.02% |
$7.76K - $9.12K
|
12.5K
$442K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 2.58% |
$6.35K - $7.46K
|
8.02K
$284K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
200New |
$6.28K - $7.38K
|
200
$7.08K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
176+ 105.39% |
$5.53K - $6.5K
|
343
$12.1K
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
174+ 0.98% |
$5.47K - $6.42K
|
17.8K
$632K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
115+ 4.56% |
$3.61K - $4.24K
|
2.64K
$93.3K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
113New |
$3.55K - $4.17K
|
113
$4K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
113+ 0.99% |
$3.55K - $4.17K
|
11.6K
$410K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
101New |
$3.17K - $3.73K
|
101
$3.58K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 0.98% |
$3.14K - $3.69K
|
10.3K
$365K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
98New |
$3.08K - $3.62K
|
98
$3.47K
|