Purchases and Sales Made in Q1 2023 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 2023. 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 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.19K- 4.87% |
$65.2K - $71.5K
|
42.7K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.23K- 9.45% |
$66.4K - $72.8K
|
21.3K
$754K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.3K- 14.95% |
$68.6K - $75.2K
|
13.1K
$462K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.32K- 0.92% |
$69.1K - $75.8K
|
249K
$8.82M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.39K- 1.35% |
$71.3K - $78.2K
|
175K
$6.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.42K- 14.84% |
$72.1K - $79K
|
13.9K
$490K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.43K- 1.93% |
$72.4K - $79.4K
|
123K
$4.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.43K- 21.41% |
$72.5K - $79.5K
|
8.92K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.46K- 69.33% |
$73.3K - $80.4K
|
1.09K
$38.4K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.53K- 1.18% |
$75.4K - $82.6K
|
211K
$7.46M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.54K- 2.92% |
$75.7K - $83K
|
84.5K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-2.54K- 9.11% |
$75.8K - $83.1K
|
25.4K
$896K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.55K- 3.11% |
$75.9K - $83.2K
|
79.3K
$2.8M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.59K- 3.43% |
$77.3K - $84.8K
|
73K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.62K- 2.68% |
$78.1K - $85.7K
|
95K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 4.56% |
$78.6K - $86.2K
|
55.2K
$1.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.69K- 1.35% |
$80.3K - $88.1K
|
196K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.73K- 4.37% |
$81.3K - $89.2K
|
59.7K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.82K- 2.74% |
$84K - $92.1K
|
100K
$3.54M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.89K- 3.58% |
$86.3K - $94.7K
|
78K
$2.76M
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.05K- 39.13% |
$90.9K - $99.6K
|
4.74K
$167K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.05K- 39.13% |
$90.9K - $99.6K
|
4.74K
$167K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.09K- 3.89% |
$92.3K - $101K
|
76.4K
$2.7M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.12K- 3.53% |
$93K - $102K
|
85.3K
$3.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.17K- 14.53% |
$94.7K - $104K
|
18.7K
$660K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-3.2K- 2.8% |
$95.4K - $105K
|
111K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.23K- 1.69% |
$96.2K - $105K
|
188K
$6.65M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.23K- 1.69% |
$96.2K - $105K
|
188K
$6.65M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.27K- 5.76% |
$97.6K - $107K
|
53.5K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.43K- 4.34% |
$102K - $112K
|
75.6K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.55K- 96.76% |
$106K - $116K
|
119
$4.21K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.58K- 4.69% |
$107K - $117K
|
72.8K
$2.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.63K- 1.37% |
$108K - $119K
|
262K
$9.25M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-3.66K- 2.54% |
$109K - $120K
|
141K
$4.97M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.67K- 3.84% |
$109K - $120K
|
91.9K
$3.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.68K- 9.64% |
$110K - $120K
|
34.5K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-3.72K- 3.51% |
$111K - $122K
|
102K
$3.62M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-3.76K- 0.8% |
$112K - $123K
|
468K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.93K- 70.74% |
$117K - $128K
|
1.62K
$57.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.01K- 13.27% |
$120K - $131K
|
26.2K
$926K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.04K- 19.38% |
$121K - $132K
|
16.8K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.08K- 3.19% |
$122K - $133K
|
124K
$4.37M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-4.14K- 3.67% |
$123K - $135K
|
109K
$3.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.2K- 21.06% |
$125K - $137K
|
15.7K
$556K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-4.2K- 11.1% |
$125K - $137K
|
33.6K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-4.31K- 2.38% |
$128K - $141K
|
176K
$6.24M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.43K- 10.38% |
$132K - $145K
|
38.2K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.45K- 12.88% |
$133K - $145K
|
30.1K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.48K- 10.24% |
$134K - $147K
|
39.3K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.48K- 4.07% |
$134K - $147K
|
106K
$3.73M
|