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 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
32.7K+ 264.98% |
$975K - $1.07M
|
45K
$1.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
32.5K+ 17.08% |
$969K - $1.06M
|
223K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
32.3KNew |
$964K - $1.06M
|
32.3K
$1.14M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
32.2K+ 108.41% |
$961K - $1.05M
|
62K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
31.1K+ 37.51% |
$928K - $1.02M
|
114K
$4.03M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30.8K+ 15.86% |
$919K - $1.01M
|
225K
$7.96M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.7K+ 4.65% |
$917K - $1.01M
|
692K
$24.5M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
30.6K+ 1319.33% |
$914K - $1M
|
33K
$1.17M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
28.5K+ 12.61% |
$850K - $932K
|
255K
$9M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
28.5K+ 84.88% |
$850K - $932K
|
62.1K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.1K+ 20.16% |
$839K - $920K
|
168K
$5.93M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
27.3K+ 45.49% |
$815K - $893K
|
87.4K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.3KNew |
$814K - $893K
|
27.3K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 557.98% |
$807K - $885K
|
31.9K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
26.6KNew |
$794K - $870K
|
26.6K
$941K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26.3K+ 3.01% |
$784K - $860K
|
901K
$31.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
25.8K+ 0.76% |
$769K - $843K
|
3.42M
$121M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
24.7K+ 3.74% |
$738K - $809K
|
686K
$24.2M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
24.6KNew |
$735K - $806K
|
24.6K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 17.15% |
$731K - $801K
|
167K
$5.92M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
23.4K+ 13.25% |
$699K - $767K
|
200K
$7.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23.4K+ 9.79% |
$699K - $766K
|
263K
$9.28M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 15.92% |
$681K - $747K
|
166K
$5.88M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.8KNew |
$681K - $747K
|
22.8K
$807K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
22.6K+ 7.04% |
$674K - $739K
|
344K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
22K+ 32.44% |
$658K - $721K
|
90K
$3.18M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21.9KNew |
$655K - $718K
|
21.9K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.9K+ 36.0% |
$652K - $715K
|
82.6K
$2.92M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.7KNew |
$646K - $708K
|
21.7K
$765K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.2KNew |
$632K - $693K
|
21.2K
$749K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.5K+ 5.71% |
$612K - $671K
|
380K
$13.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
20.1K+ 39.03% |
$599K - $657K
|
71.5K
$2.53M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
19.4K+ 17.18% |
$579K - $635K
|
132K
$4.68M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.2K+ 8.49% |
$573K - $628K
|
245K
$8.67M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
19.1K+ 0.92% |
$571K - $626K
|
2.09M
$74M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
18.9K+ 33.6% |
$565K - $620K
|
75.3K
$2.66M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
18.8K+ 3.28% |
$562K - $616K
|
593K
$21M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.5KNew |
$552K - $605K
|
18.5K
$654K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.3K+ 137.09% |
$545K - $597K
|
31.6K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 1.18% |
$540K - $592K
|
1.55M
$54.9M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
18K+ 14.23% |
$537K - $589K
|
144K
$5.11M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
18K+ 41.17% |
$537K - $589K
|
61.7K
$2.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.6K+ 0.97% |
$525K - $576K
|
1.82M
$64.5M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.4K+ 19.71% |
$519K - $569K
|
106K
$3.73M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.6KNew |
$496K - $544K
|
16.6K
$588K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16K+ 8.07% |
$478K - $524K
|
215K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.4KNew |
$459K - $504K
|
15.4K
$544K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15KNew |
$448K - $492K
|
15K
$531K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
15K+ 44.57% |
$446K - $490K
|
48.5K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.2KNew |
$425K - $466K
|
14.2K
$504K
|