Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 10, 2023 Q1 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
136K
New
$4.06M - $4.45M
136K $4.81M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
126K
+ 393750.0%
$3.76M - $4.12M
126K $4.46M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
120K
+ 12.51%
$3.59M - $3.94M
1.08M $38.3M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
110K
+ 3.21%
$3.27M - $3.58M
3.52M $125M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
103K
+ 317.96%
$3.08M - $3.38M
136K $4.8M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
103K
+ 1504.84%
$3.06M - $3.36M
110K $3.87M
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
102K
+ 103.65%
$3.05M - $3.35M
201K $7.11M
Apr 20, 2023 Q1 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
102K
+ 22.24%
$3.04M - $3.34M
561K $19.8M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
102K
New
$3.04M - $3.34M
102K $3.61M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
100K
+ 9.39%
$2.99M - $3.28M
1.17M $41.3M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
84.9K
+ 13.81%
$2.53M - $2.78M
700K $24.7M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
84.8K
+ 218.07%
$2.53M - $2.77M
124K $4.37M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
83.7K
+ 33.36%
$2.5M - $2.74M
334K $11.8M
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
82.7K
+ 97.65%
$2.47M - $2.71M
167K $5.92M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
81.3K
+ 21.83%
$2.43M - $2.66M
454K $16M
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
80.8K
New
$2.41M - $2.64M
80.8K $2.86M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
78.5K
+ 248.14%
$2.34M - $2.57M
110K $3.89M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
78K
+ 8.88%
$2.33M - $2.55M
957K $33.8M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
75.5K
+ 72.93%
$2.25M - $2.47M
179K $6.33M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
74.7K
+ 832.7%
$2.23M - $2.44M
83.6K $2.96M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
71.4K
+ 4.7%
$2.13M - $2.34M
1.59M $56.2M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
68.7K
New
$2.05M - $2.25M
68.7K $2.43M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
65.8K
+ 20.27%
$1.96M - $2.15M
390K $13.8M
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

BUY
 -
60.9K
New
$1.82M - $1.99M
60.9K $2.15M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
60.6K
+ 43.21%
$1.81M - $1.98M
201K $7.1M
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
59K
New
$1.76M - $1.93M
59K $2.09M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
58.6K
+ 134.0%
$1.75M - $1.92M
102K $3.62M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
58.3K
+ 45.06%
$1.74M - $1.91M
188K $6.63M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
58.2K
+ 106.86%
$1.74M - $1.9M
113K $3.98M
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
57.5K
New
$1.71M - $1.88M
57.5K $2.03M
May 15, 2023 Q1 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
56.5K
+ 60.01%
$1.69M - $1.85M
151K $5.33M
May 11, 2023 Q1 2023
Financial Advisory Group

Houston, TX
BUY
 -
56.1K
+ 4.89%
$1.67M - $1.84M
1.21M $42.6M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
53.7K
+ 42.98%
$1.6M - $1.76M
179K $6.32M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
52.6K
New
$1.57M - $1.72M
52.6K $1.86M
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
51K
+ 19.64%
$1.52M - $1.67M
311K $11M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
50.3K
+ 10.78%
$1.5M - $1.64M
517K $18.3M
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
48.9K
+ 15.44%
$1.46M - $1.6M
366K $12.9M
Apr 06, 2023 Q1 2023
Peterson Wealth Advisors, LLC

BUY
 -
48.5K
+ 3.62%
$1.45M - $1.59M
1.39M $49.1M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
46K
+ 19.95%
$1.37M - $1.51M
277K $9.78M
May 04, 2023 Q1 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
45.2K
+ 7.42%
$1.35M - $1.48M
654K $23.1M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
45K
+ 29.51%
$1.34M - $1.47M
197K $6.98M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
44.3K
+ 9.32%
$1.32M - $1.45M
519K $18.4M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
42.5K
+ 31.43%
$1.27M - $1.39M
178K $6.29M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
41.2K
New
$1.23M - $1.35M
41.2K $1.46M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
40.5K
New
$1.21M - $1.32M
40.5K $1.43M
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
39.1K
+ 5.09%
$1.17M - $1.28M
807K $28.5M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
35.8K
New
$1.07M - $1.17M
35.8K $1.27M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
34.1K
+ 31.81%
$1.02M - $1.12M
141K $4.99M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
32.8K
New
$980K - $1.07M
32.8K $1.16M

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