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
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-474- 1.7% |
$14.1K - $15.5K
|
27.4K
$968K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-492- 1.12% |
$14.7K - $16.1K
|
43.4K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-514- 0.76% |
$15.3K - $16.8K
|
67.5K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-523- 6.67% |
$15.6K - $17.1K
|
7.32K
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-535- 3.63% |
$16K - $17.5K
|
14.2K
$502K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-537- 1.97% |
$16K - $17.6K
|
26.7K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-540- 1.08% |
$16.1K - $17.7K
|
49.6K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-551- 5.39% |
$16.4K - $18K
|
9.67K
$342K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-555- 0.22% |
$16.6K - $18.2K
|
247K
$8.75M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-562- 4.03% |
$16.8K - $18.4K
|
13.4K
$473K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-590- 0.75% |
$17.6K - $19.3K
|
78.4K
$2.77M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-638- 5.88% |
$19K - $20.9K
|
10.2K
$361K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-650- 7.47% |
$19.4K - $21.3K
|
8.05K
$284K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-688- 0.2% |
$20.5K - $22.5K
|
347K
$12.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-700- 0.89% |
$20.9K - $22.9K
|
78.4K
$2.77M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-718- 2.11% |
$21.4K - $23.5K
|
33.3K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-729- 1.27% |
$21.7K - $23.8K
|
56.6K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-771- 5.11% |
$23K - $25.2K
|
14.3K
$506K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-775- 1.42% |
$23.1K - $25.4K
|
53.9K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-788- 8.32% |
$23.5K - $25.8K
|
8.68K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-790- 9.13% |
$23.6K - $25.8K
|
7.87K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-830- 0.51% |
$24.8K - $27.1K
|
163K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-841- 4.74% |
$25.1K - $27.5K
|
16.9K
$597K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-845- 6.96% |
$25.2K - $27.6K
|
11.3K
$400K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-906- 2.77% |
$27K - $29.6K
|
31.8K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-954- 2.75% |
$28.5K - $31.2K
|
33.7K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1K- 11.55% |
$29.8K - $32.7K
|
7.66K
$271K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.14K- 1.69% |
$33.9K - $37.2K
|
66K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.16K- 2.97% |
$34.5K - $37.8K
|
37.8K
$1.34M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 1.92% |
$35.3K - $38.7K
|
60.3K
$2.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.22K- 6.27% |
$36.5K - $40K
|
18.3K
$646K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.24K- 9.1% |
$37K - $40.6K
|
12.4K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.26K- 13.6% |
$37.4K - $41.1K
|
7.98K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.31K- 3.85% |
$39.2K - $42.9K
|
32.8K
$1.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.71% |
$39.2K - $43K
|
183K
$6.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.4K- 0.52% |
$41.7K - $45.7K
|
269K
$9.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.96% |
$41.7K - $45.7K
|
18.7K
$661K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.49K- 7.79% |
$44.6K - $48.9K
|
17.7K
$625K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.58K- 1.03% |
$47K - $51.6K
|
152K
$5.36M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.62K- 6.6% |
$48.3K - $53K
|
22.9K
$810K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.68K- 3.43% |
$50K - $54.9K
|
47.3K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.7K- 6.49% |
$50.7K - $55.6K
|
24.5K
$865K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.73K- 12.3% |
$51.6K - $56.6K
|
12.3K
$436K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.74K- 5.06% |
$51.8K - $56.8K
|
32.5K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 0.81% |
$53.9K - $59.1K
|
220K
$7.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.82K- 12.06% |
$54.3K - $59.6K
|
13.3K
$469K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.88K- 92.81% |
$56.2K - $61.6K
|
146
$5.16K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-1.91K- 1.49% |
$57K - $62.5K
|
127K
$4.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-2.12K- 7.87% |
$63.4K - $69.5K
|
24.9K
$879K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.16K- 2.77% |
$64.6K - $70.8K
|
75.9K
$2.68M
|