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 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-253- 2.07% |
$7.95K - $9.34K
|
12K
$424K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-260- 0.93% |
$8.17K - $9.6K
|
27.7K
$980K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-263- 1.57% |
$8.26K - $9.71K
|
16.4K
$582K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-271- 2.56% |
$8.51K - $10K
|
10.3K
$366K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-277- 0.23% |
$8.7K - $10.2K
|
121K
$4.27M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-306Closed |
$9.61K - $11.3K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-344- 3.68% |
$10.8K - $12.7K
|
8.99K
$318K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-344- 5.41% |
$10.8K - $12.7K
|
6.02K
$213K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-345- 0.59% |
$10.8K - $12.7K
|
58.1K
$2.06M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-351- 4.41% |
$11K - $13K
|
7.61K
$269K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-352- 4.55% |
$11.1K - $13K
|
7.39K
$262K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-360- 0.18% |
$11.3K - $13.3K
|
200K
$7.1M
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-381- 1.18% |
$12K - $14.1K
|
32K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-445- 0.83% |
$14K - $16.4K
|
52.9K
$1.87M
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-450- 2.87% |
$14.1K - $16.6K
|
15.2K
$540K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-474- 11.76% |
$14.9K - $17.5K
|
3.56K
$126K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-476- 0.32% |
$15K - $17.6K
|
149K
$5.29M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-478- 0.17% |
$15K - $17.6K
|
276K
$9.78M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-499- 4.99% |
$15.7K - $18.4K
|
9.51K
$337K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-511- 0.17% |
$16.1K - $18.9K
|
302K
$10.7M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-513- 1.06% |
$16.1K - $18.9K
|
48K
$1.7M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-520- 1.63% |
$16.3K - $19.2K
|
31.3K
$1.11M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-540- 0.25% |
$17K - $19.9K
|
216K
$7.66M
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-549- 4.25% |
$17.2K - $20.3K
|
12.4K
$438K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-549- 3.05% |
$17.2K - $20.3K
|
17.4K
$617K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-567- 1.94% |
$17.8K - $20.9K
|
28.7K
$1.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-609- 2.42% |
$19.1K - $22.5K
|
24.6K
$870K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-620- 0.51% |
$19.5K - $22.9K
|
121K
$4.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-626Closed |
$19.7K - $23.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-630- 1.62% |
$19.8K - $23.3K
|
38.2K
$1.35M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-658- 6.7% |
$20.7K - $24.3K
|
9.16K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-676- 1.47% |
$21.2K - $25K
|
45.2K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-682- 8.96% |
$21.4K - $25.2K
|
6.93K
$245K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-684- 95.8% |
$21.5K - $25.2K
|
30
$1.06K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-700- 2.2% |
$22K - $25.8K
|
31.2K
$1.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-728- 16.76% |
$22.9K - $26.9K
|
3.62K
$128K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-782- 0.97% |
$24.6K - $28.9K
|
79.5K
$2.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-800- 73.19% |
$25.1K - $29.5K
|
293
$10.4K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-869Closed |
$27.3K - $32.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-871- 1.03% |
$27.4K - $32.1K
|
83.9K
$2.97M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-912- 1.01% |
$28.7K - $33.7K
|
89.5K
$3.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-916- 9.93% |
$28.8K - $33.8K
|
8.3K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-936- 2.84% |
$29.4K - $34.5K
|
32K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.04K- 11.23% |
$32.6K - $38.3K
|
8.2K
$290K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 33.83% |
$33.2K - $39K
|
2.07K
$73.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.11K- 1.57% |
$34.9K - $41K
|
69.4K
$2.46M
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.14K- 1.28% |
$35.7K - $41.9K
|
87.6K
$3.1M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.14K- 46.44% |
$35.9K - $42.2K
|
1.32K
$46.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 9.35% |
$36K - $42.3K
|
11.1K
$393K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.16K- 4.11% |
$36.6K - $43K
|
27.2K
$962K
|