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 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-65.6K- 51.31% |
$1.96M - $2.15M
|
62.3K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-68.7K- 5.93% |
$2.05M - $2.25M
|
1.09M
$38.5M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-72.9K- 89.68% |
$2.17M - $2.38M
|
8.39K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-91.8K- 26.15% |
$2.74M - $3M
|
259K
$9.17M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-92.2K- 9.71% |
$2.75M - $3.02M
|
858K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-94K- 6.53% |
$2.8M - $3.08M
|
1.35M
$47.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-95.1K- 36.99% |
$2.84M - $3.11M
|
162K
$5.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-96.9K- 10.22% |
$2.89M - $3.17M
|
851K
$30.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-103K- 7.61% |
$3.07M - $3.37M
|
1.25M
$44.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-105K- 1.03% |
$3.13M - $3.43M
|
10.1M
$356M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-110K- 62.36% |
$3.28M - $3.59M
|
66.3K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-119K- 8.73% |
$3.56M - $3.91M
|
1.25M
$44.2M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-120KClosed |
$3.59M - $3.94M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-126K- 99.97% |
$3.75M - $4.11M
|
32
$1.13K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-136K- 5.01% |
$4.07M - $4.46M
|
2.58M
$91.3M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-140K- 4.0% |
$4.17M - $4.57M
|
3.36M
$119M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-163K- 62.42% |
$4.85M - $5.32M
|
97.9K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-171K- 57.69% |
$5.09M - $5.58M
|
125K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-171K- 2.64% |
$5.1M - $5.6M
|
6.32M
$223M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-194K- 94.53% |
$5.8M - $6.36M
|
11.2K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-195K- 80.42% |
$5.82M - $6.38M
|
47.5K
$1.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-233K- 83.84% |
$6.96M - $7.63M
|
45K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-234K- 77.17% |
$6.97M - $7.65M
|
69.2K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-242K- 90.79% |
$7.23M - $7.93M
|
24.6K
$869K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-255K- 16.69% |
$7.61M - $8.34M
|
1.27M
$45M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-281K- 52.86% |
$8.37M - $9.18M
|
250K
$8.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-282K- 23.29% |
$8.41M - $9.22M
|
928K
$32.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-372K- 39.45% |
$11.1M - $12.2M
|
571K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-570K- 12.26% |
$17M - $18.7M
|
4.08M
$144M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-809K- 98.33% |
$24.1M - $26.5M
|
13.8K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12M- 61.09% |
$33.3M - $36.5M
|
712K
$25.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.51M- 66.58% |
$45.1M - $49.4M
|
758K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.26M- 4.26% |
$67.3M - $73.8M
|
50.8M
$1.79B
|