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 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.1K+ 2.14% |
$92.3K - $101K
|
148K
$5.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 24.11% |
$91.1K - $99.9K
|
15.7K
$556K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 0.37% |
$85.6K - $93.8K
|
774K
$27.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 8.21% |
$83.3K - $91.3K
|
36.8K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.77K+ 5.02% |
$82.7K - $90.7K
|
58.1K
$2.05M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.75KNew |
$82.1K - $90K
|
2.75K
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.6K+ 3.47% |
$77.5K - $85K
|
77.5K
$2.74M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.58K+ 1.4% |
$76.9K - $84.4K
|
187K
$6.61M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.57K+ 11.22% |
$76.5K - $83.9K
|
25.4K
$899K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.53K+ 3.08% |
$75.6K - $82.9K
|
84.8K
$3M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.52K+ 1.28% |
$75.1K - $82.4K
|
200K
$7.06M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.51K+ 2.01% |
$74.8K - $82K
|
127K
$4.49M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.49KNew |
$74.2K - $81.3K
|
2.49K
$87.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.36K+ 1.38% |
$70.5K - $77.3K
|
174K
$6.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.16KNew |
$64.5K - $70.7K
|
2.16K
$76.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 49.66% |
$63.7K - $69.8K
|
6.43K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.13K+ 3.99% |
$63.7K - $69.8K
|
55.7K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
2.04K+ 0.25% |
$60.9K - $66.8K
|
826K
$29.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.98K+ 3.25% |
$59.2K - $64.9K
|
63K
$2.23M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.76K+ 6.92% |
$52.5K - $57.6K
|
27.2K
$962K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.7K+ 2.67% |
$50.6K - $55.5K
|
65.2K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.67K+ 14.58% |
$49.9K - $54.7K
|
13.2K
$465K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.54K+ 10.01% |
$45.9K - $50.3K
|
16.9K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.51K+ 18.48% |
$45.1K - $49.5K
|
9.7K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.5K+ 8.24% |
$44.6K - $48.9K
|
19.7K
$695K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.49K+ 122.17% |
$44.4K - $48.7K
|
2.71K
$95.7K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.37K+ 17.09% |
$40.9K - $44.9K
|
9.4K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.35K+ 6.89% |
$40.4K - $44.3K
|
21K
$742K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.28KNew |
$38.1K - $41.8K
|
1.28K
$45.1K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.22K+ 7.21% |
$36.3K - $39.8K
|
18.1K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.13KNew |
$33.7K - $37K
|
1.13K
$39.9K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.11K+ 13.45% |
$33.1K - $36.3K
|
9.37K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.08K+ 1.15% |
$32.3K - $35.4K
|
95.4K
$3.37M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 3.46% |
$31.7K - $34.7K
|
31.7K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.05KNew |
$31.2K - $34.2K
|
1.05K
$36.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 0.5% |
$30.8K - $33.8K
|
208K
$7.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
975+ 1.55% |
$29.1K - $31.9K
|
63.9K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
917+ 2.0% |
$27.4K - $30K
|
46.8K
$1.65M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
909New |
$27.1K - $29.7K
|
909
$32.1K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
890+ 4.42% |
$26.5K - $29.1K
|
21K
$744K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
830+ 6.88% |
$24.8K - $27.1K
|
12.9K
$456K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
817+ 8.13% |
$24.4K - $26.7K
|
10.9K
$384K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
748New |
$22.3K - $24.5K
|
748
$26.4K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
748+ 4.1% |
$22.3K - $24.5K
|
19K
$672K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
662+ 6.23% |
$19.7K - $21.7K
|
11.3K
$399K
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
597+ 1.18% |
$17.8K - $19.5K
|
51.2K
$1.81M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
562+ 3.09% |
$16.8K - $18.4K
|
18.8K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
559+ 0.28% |
$16.7K - $18.3K
|
198K
$7M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
540New |
$16.1K - $17.7K
|
540
$19.1K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
499New |
$14.9K - $16.3K
|
499
$17.6K
|