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 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-38- 10.86% |
$1.13K - $1.24K
|
312
$11.1K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-54- 0.5% |
$1.61K - $1.77K
|
10.8K
$385K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-54- 0.13% |
$1.61K - $1.77K
|
41.1K
$1.46M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-61- 0.58% |
$1.82K - $2K
|
10.5K
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-64- 25.2% |
$1.91K - $2.09K
|
190
$6.77K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.11% |
$2.77K - $3.04K
|
87.2K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-93- 0.42% |
$2.77K - $3.04K
|
21.9K
$779K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-95- 0.7% |
$2.83K - $3.11K
|
13.5K
$482K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-96- 0.55% |
$2.86K - $3.14K
|
17.4K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-97- 0.51% |
$2.89K - $3.17K
|
18.8K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 0.71% |
$2.98K - $3.27K
|
13.9K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 64.52% |
$2.98K - $3.27K
|
55
$1.96K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-102- 0.11% |
$3.04K - $3.34K
|
89.3K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-106- 24.88% |
$3.16K - $3.47K
|
320
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-109- 1.39% |
$3.25K - $3.57K
|
7.71K
$275K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-109- 1.49% |
$3.25K - $3.57K
|
7.21K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-114- 12.01% |
$3.4K - $3.73K
|
835
$29.8K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-116- 9.0% |
$3.46K - $3.79K
|
1.17K
$41.8K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-124- 3.9% |
$3.7K - $4.06K
|
3.06K
$109K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-124- 0.45% |
$3.7K - $4.06K
|
27.7K
$987K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-145- 0.96% |
$4.33K - $4.74K
|
15K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-147- 96.71% |
$4.39K - $4.81K
|
5
$178
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-149- 1.11% |
$4.44K - $4.87K
|
13.3K
$473K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-165- 0.33% |
$4.92K - $5.4K
|
50K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-181- 2.14% |
$5.4K - $5.92K
|
8.3K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-186- 0.64% |
$5.55K - $6.08K
|
28.8K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-187- 0.69% |
$5.58K - $6.12K
|
27.1K
$966K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-206- 0.12% |
$6.14K - $6.74K
|
178K
$6.34M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-217- 1.09% |
$6.47K - $7.1K
|
19.6K
$699K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-229- 0.33% |
$6.83K - $7.49K
|
69K
$2.46M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-246- 3.64% |
$7.34K - $8.05K
|
6.51K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-252- 24.11% |
$7.52K - $8.24K
|
793
$28.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-265- 9.86% |
$7.9K - $8.67K
|
2.42K
$86.3K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-315- 0.81% |
$9.4K - $10.3K
|
38.4K
$1.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-323- 41.79% |
$9.64K - $10.6K
|
450
$16K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-325- 0.95% |
$9.69K - $10.6K
|
34K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-327- 2.12% |
$9.75K - $10.7K
|
15.1K
$537K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-330- 0.54% |
$9.84K - $10.8K
|
60.6K
$2.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-333- 2.18% |
$9.93K - $10.9K
|
14.9K
$531K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-333- 16.28% |
$9.93K - $10.9K
|
1.71K
$61K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-338- 0.64% |
$10.1K - $11.1K
|
52.6K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-349- 3.11% |
$10.4K - $11.4K
|
10.9K
$388K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-356- 0.14% |
$10.6K - $11.6K
|
259K
$9.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-363- 0.62% |
$10.8K - $11.9K
|
58K
$2.07M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-380- 5.01% |
$11.3K - $12.4K
|
7.21K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 5.93% |
$11.9K - $13.1K
|
6.35K
$226K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-437- 6.27% |
$13K - $14.3K
|
6.53K
$233K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-440- 0.53% |
$13.1K - $14.4K
|
82.9K
$2.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-455- 6.41% |
$13.6K - $14.9K
|
6.64K
$237K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 7.31% |
$13.7K - $15K
|
5.84K
$208K
|