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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.51K- 25.79% |
$135K - $148K
|
13K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.72K- 2.26% |
$141K - $154K
|
204K
$7.2M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.75K- 4.1% |
$142K - $155K
|
111K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.85K- 41.73% |
$145K - $159K
|
6.77K
$239K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.89K- 5.59% |
$146K - $160K
|
82.6K
$2.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 6.24% |
$146K - $160K
|
73.7K
$2.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.13K- 12.44% |
$153K - $168K
|
36.1K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5.25K- 99.98% |
$156K - $172K
|
1
$35.4
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-5.45K- 1.85% |
$163K - $178K
|
289K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.47K- 0.94% |
$163K - $179K
|
575K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.47K- 10.17% |
$163K - $179K
|
48.3K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.57K- 8.68% |
$166K - $182K
|
58.6K
$2.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
SELL
|
- |
-5.6K- 1.74% |
$167K - $183K
|
316K
$11.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.67K- 70.7% |
$169K - $186K
|
2.35K
$83.1K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.67K- 70.7% |
$169K - $186K
|
2.35K
$83.1K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.73K- 3.26% |
$171K - $187K
|
170K
$6M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.73K- 1.92% |
$171K - $188K
|
292K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6.15K- 7.15% |
$183K - $201K
|
79.9K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-6.18K- 15.43% |
$184K - $202K
|
33.9K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.3K- 4.9% |
$188K - $206K
|
122K
$4.32M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.73K- 3.72% |
$201K - $220K
|
174K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6.81K- 73.99% |
$203K - $223K
|
2.39K
$84.6K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-6.82K- 2.7% |
$203K - $223K
|
246K
$8.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.97K- 40.62% |
$208K - $228K
|
10.2K
$360K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-7.41K- 15.6% |
$221K - $242K
|
40.1K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-8.25K- 6.66% |
$246K - $270K
|
116K
$4.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-8.58K- 8.04% |
$256K - $281K
|
98.1K
$3.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.84K- 8.35% |
$264K - $289K
|
97K
$3.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.17K- 17.69% |
$273K - $300K
|
42.7K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.18K- 6.27% |
$274K - $300K
|
137K
$4.85M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-9.27K- 24.44% |
$276K - $303K
|
28.7K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.79K- 8.18% |
$292K - $320K
|
110K
$3.89M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-9.81K- 0.63% |
$293K - $321K
|
1.54M
$54.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.4K- 6.97% |
$309K - $339K
|
138K
$4.89M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-11K- 4.09% |
$328K - $359K
|
258K
$9.11M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-11.2K- 61.86% |
$335K - $367K
|
6.92K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.4K- 10.14% |
$339K - $372K
|
101K
$3.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-11.5K- 11.77% |
$345K - $378K
|
86.6K
$3.06M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.7K- 27.66% |
$350K - $384K
|
30.7K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11.9K- 6.24% |
$354K - $389K
|
179K
$6.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12K- 1.98% |
$358K - $393K
|
594K
$21M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 4.01% |
$374K - $410K
|
300K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.9K- 11.04% |
$385K - $422K
|
104K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13.7K- 5.91% |
$408K - $447K
|
218K
$7.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13.7K- 3.55% |
$408K - $448K
|
372K
$13.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.9K- 32.27% |
$414K - $454K
|
29.2K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-14.2K- 7.6% |
$423K - $464K
|
172K
$6.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-14.3K- 22.98% |
$428K - $469K
|
48K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.6K- 14.32% |
$435K - $477K
|
87.2K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.6K- 5.87% |
$436K - $478K
|
234K
$8.29M
|