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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14KNew |
$419K - $459K
|
14K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14K+ 15.46% |
$417K - $457K
|
104K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
13.6K+ 2.13% |
$405K - $444K
|
651K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.5K+ 98.17% |
$404K - $443K
|
27.3K
$965K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13K+ 9.76% |
$388K - $426K
|
146K
$5.18M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.7K+ 43.27% |
$379K - $416K
|
42.1K
$1.49M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 7.66% |
$379K - $416K
|
179K
$6.32M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12.6K+ 1.23% |
$375K - $411K
|
1.03M
$36.5M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.2K+ 14.94% |
$362K - $397K
|
93.5K
$3.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12K+ 77.85% |
$359K - $394K
|
27.5K
$972K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12K+ 77.85% |
$359K - $394K
|
27.5K
$972K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12K+ 8.63% |
$359K - $393K
|
151K
$5.35M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12KNew |
$358K - $393K
|
12K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.5K+ 38486.67% |
$344K - $378K
|
11.6K
$409K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11.3K+ 44.17% |
$337K - $370K
|
36.9K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11.1K+ 1.67% |
$330K - $362K
|
673K
$23.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$326K - $358K
|
10.9K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.8K+ 1.34% |
$322K - $353K
|
815K
$28.8M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.8K+ 28.99% |
$322K - $353K
|
48K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 0.44% |
$321K - $352K
|
2.48M
$87.8M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.7K+ 2.65% |
$320K - $351K
|
417K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 2.05% |
$316K - $347K
|
528K
$18.7M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.5KNew |
$313K - $343K
|
10.5K
$371K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.97K+ 7.5% |
$297K - $326K
|
143K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9.51K+ 3.0% |
$284K - $311K
|
326K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.27KNew |
$277K - $303K
|
9.27K
$328K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.23K+ 2.28% |
$275K - $302K
|
414K
$14.6M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.23K+ 2.28% |
$275K - $302K
|
414K
$14.6M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.2K+ 3.41% |
$275K - $301K
|
279K
$9.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.18K+ 37.05% |
$274K - $300K
|
34K
$1.2M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.07K+ 593.07% |
$270K - $297K
|
10.6K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
8.99KNew |
$268K - $294K
|
8.99K
$318K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.89KNew |
$265K - $291K
|
8.89K
$314K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8.7K+ 6.25% |
$259K - $285K
|
148K
$5.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.62KNew |
$257K - $282K
|
8.62K
$305K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
8.48KNew |
$253K - $277K
|
8.48K
$300K
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
8.13KNew |
$242K - $266K
|
8.13K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.04K+ 25.9% |
$240K - $263K
|
39.1K
$1.38M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.93KNew |
$237K - $259K
|
7.93K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
7.91K+ 21.47% |
$236K - $259K
|
44.7K
$1.58M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.47K+ 20.84% |
$223K - $244K
|
43.3K
$1.53M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.4KNew |
$221K - $242K
|
7.4K
$261K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.36K+ 1.92% |
$220K - $241K
|
390K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.34K+ 2.95% |
$219K - $240K
|
256K
$9.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
7.17K+ 2.11% |
$214K - $234K
|
347K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.09KNew |
$212K - $232K
|
7.09K
$251K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.05KNew |
$210K - $231K
|
7.05K
$249K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
6.99K+ 23.35% |
$209K - $229K
|
36.9K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.96KNew |
$208K - $228K
|
6.96K
$246K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.9KNew |
$206K - $226K
|
6.9K
$244K
|