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
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
462
New
$13.8K - $15.1K
462 $16.5K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
445
+ 1.88%
$13.3K - $14.6K
24.1K $860K
Oct 04, 2023 Q1 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
444
+ 5.43%
$13.2K - $14.5K
8.62K $307K
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
402
+ 1.43%
$12K - $13.1K
28.5K $1.01M
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
389
New
$11.6K - $12.7K
389 $13.9K
Apr 11, 2023 Q1 2023
Norway Savings Bank

BUY
 -
339
+ 0.48%
$10.1K - $11.1K
71.4K $2.55M
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
338
+ 4.67%
$10.1K - $11.1K
7.57K $270K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
319
New
$9.52K - $10.4K
319 $11.4K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
302
+ 0.31%
$9.01K - $9.88K
97K $3.46M
May 15, 2023 Q1 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
293
+ 2.78%
$8.74K - $9.58K
10.8K $386K
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
250
+ 0.34%
$7.46K - $8.18K
73.1K $2.6M
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
244
New
$7.28K - $7.98K
244 $8.69K
May 11, 2023 Q1 2023
Resource Planning Group

BUY
 -
238
+ 2.59%
$7.1K - $7.78K
9.43K $336K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
236
+ 0.15%
$7.04K - $7.72K
153K $5.44M
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
221
+ 0.37%
$6.59K - $7.23K
60K $2.14M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
209
New
$6.23K - $6.84K
209 $7.45K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
192
New
$5.73K - $6.28K
192 $6.84K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
189
New
$5.64K - $6.18K
189 $6.73K
Apr 26, 2023 Q1 2023
Advisors Management Group Inc

BUY
 -
182
+ 0.76%
$5.43K - $5.95K
24.2K $862K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
177
+ 0.97%
$5.28K - $5.79K
18.5K $659K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
173
New
$5.16K - $5.66K
173 $6.16K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
147
+ 2940.0%
$4.39K - $4.81K
152 $5.42K
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
138
+ 1.41%
$4.12K - $4.51K
9.95K $355K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
134
+ 2.43%
$4K - $4.38K
5.65K $201K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
125
+ 1.29%
$3.73K - $4.09K
9.83K $350K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
118
+ 143.9%
$3.52K - $3.86K
200 $7.13K
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

BUY
 -
117
New
$3.49K - $3.83K
117 $4.17K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
111
+ 1.03%
$3.31K - $3.63K
10.9K $387K
Apr 11, 2023 Q1 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
105
+ 0.14%
$3.13K - $3.43K
76.3K $2.72M
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
101
+ 1.3%
$3.01K - $3.3K
7.88K $281K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
96
+ 0.9%
$2.86K - $3.14K
10.8K $385K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
96
+ 0.33%
$2.86K - $3.14K
29.2K $1.04M
Apr 21, 2023 Q1 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
86
+ 1.06%
$2.57K - $2.81K
8.23K $293K
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
74
+ 0.39%
$2.21K - $2.42K
19.1K $680K
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
40
+ 0.2%
$1.19K - $1.31K
20.2K $719K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
37
+ 0.57%
$1.1K - $1.21K
6.55K $233K
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
32
+ 0.44%
$955 - $1.05K
7.35K $262K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
31
+ 114.81%
$925 - $1.01K
58 $2.07K
Apr 13, 2023 Q1 2023
Ivc Wealth Advisors LLC

BUY
 -
21
+ 0.14%
$626 - $687
15K $533K
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
15
+ 0.16%
$447 - $491
9.34K $333K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
14
+ 0.03%
$418 - $458
48.7K $1.73M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
9
New
$268 - $294
9 $321
May 03, 2023 Q1 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
5
+ 0.03%
$149 - $164
15.5K $551K
May 12, 2023 Q1 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
2
+ 0.01%
$59.7 - $65.4
29.8K $1.06M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
0
New
$0 - $0
0 $0
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

SELL
 -
-4
- 4.21%
$119 - $131
91 $3.24K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

SELL
 -
-20
- 0.17%
$597 - $654
11.7K $416K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-28
- 0.09%
$835 - $916
31.5K $1.12M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-30
- 0.23%
$895 - $981
13.2K $471K

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