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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
88+ 0.05% |
$2.76K - $3.25K
|
167K
$5.88M
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
78+ 0.97% |
$2.45K - $2.88K
|
8.13K
$287K
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
71+ 1.02% |
$2.23K - $2.62K
|
7K
$247K
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
70+ 53.85% |
$2.2K - $2.58K
|
200
$7.06K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60+ 4.85% |
$1.89K - $2.21K
|
1.3K
$45.8K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58+ 6.07% |
$1.82K - $2.14K
|
1.01K
$35.8K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 0.22% |
$1.63K - $1.92K
|
23.6K
$834K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
42+ 21.11% |
$1.32K - $1.55K
|
241
$8.5K
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
39+ 0.53% |
$1.23K - $1.44K
|
7.33K
$259K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26+ 0.32% |
$817 - $960
|
8.08K
$285K
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
21+ 15.91% |
$660 - $775
|
153
$5.4K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6+ 0.1% |
$189 - $221
|
6.01K
$212K
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 2.55% |
$126 - $148
|
161
$5.68K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$94.3 - $111
|
3
$106
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.03% |
$62.8 - $73.8
|
6.84K
$241K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$31.4 - $36.9
|
33.5K
$1.18M
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 5.06% |
$126 - $148
|
75
$2.65K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4- -0.0% |
$126 - $148
|
339K
$12M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7- 0.03% |
$220 - $258
|
21.2K
$750K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-16- 0.23% |
$503 - $591
|
6.95K
$245K
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-27- 0.27% |
$848 - $997
|
9.82K
$347K
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 0.39% |
$1.1K - $1.29K
|
9.01K
$318K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-40- 2.58% |
$1.26K - $1.48K
|
1.51K
$53.4K
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-54- 0.56% |
$1.7K - $1.99K
|
9.65K
$340K
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-54- 0.21% |
$1.7K - $1.99K
|
25.6K
$904K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-70Closed |
$2.2K - $2.58K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-74- 1.98% |
$2.33K - $2.73K
|
3.66K
$129K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-78- 0.14% |
$2.45K - $2.88K
|
54.5K
$1.92M
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-96- 2.83% |
$3.02K - $3.54K
|
3.29K
$116K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 0.2% |
$3.08K - $3.62K
|
48.1K
$1.7M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-98- 8.17% |
$3.08K - $3.62K
|
1.1K
$38.9K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.14K - $3.69K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-100- 1.05% |
$3.14K - $3.69K
|
9.45K
$333K
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-101- 0.2% |
$3.17K - $3.73K
|
51K
$1.8M
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-107- 0.68% |
$3.36K - $3.95K
|
15.7K
$553K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-109- 1.4% |
$3.42K - $4.02K
|
7.68K
$271K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-115- 0.5% |
$3.61K - $4.24K
|
23K
$811K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-123- 2.34% |
$3.86K - $4.54K
|
5.14K
$181K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-141- 0.29% |
$4.43K - $5.2K
|
48.3K
$1.7M
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-146Closed |
$4.59K - $5.39K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-163- 0.37% |
$5.12K - $6.02K
|
43.3K
$1.53M
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-166- 1.17% |
$5.22K - $6.13K
|
14K
$494K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-184Closed |
$5.78K - $6.79K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-213- 29.71% |
$6.69K - $7.86K
|
504
$17.8K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-216Closed |
$6.79K - $7.97K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-227- 0.17% |
$7.13K - $8.38K
|
130K
$4.59M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-230- 5.68% |
$7.23K - $8.49K
|
3.82K
$135K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-235Closed |
$7.38K - $8.67K
|
0
$0
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-235- 3.03% |
$7.38K - $8.67K
|
7.53K
$266K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-242- 25.42% |
$7.6K - $8.93K
|
710
$25K
|