Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
3.84M
+ 12.22%
$110M - $133M
35.2M $1.23B
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
2.55M
+ 5.96%
$72.8M - $88.5M
45.3M $1.59B
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
1.35M
+ 17.83%
$38.7M - $47M
8.95M $314M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
1.07M
+ 9.2%
$30.5M - $37.1M
12.7M $444M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
997K
+ 99725.1%
$28.5M - $34.6M
998K $35M
Jul 06, 2022 Q2 2022
Farmer Steven Patrick

BUY
 -
927K
New
$26.5M - $32.2M
927K $32.5M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
887K
+ 18.57%
$25.3M - $30.8M
5.66M $198M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
809K
+ 270653.84%
$23.1M - $28.1M
810K $28.4M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
720K
+ 48.69%
$20.6M - $25M
2.2M $77M
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

BUY
 -
700K
New
$20M - $24.3M
700K $24.5M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
541K
+ 62.44%
$15.4M - $18.8M
1.41M $49.3M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
433K
+ 12.37%
$12.4M - $15M
3.93M $138M
Jul 13, 2022 Q2 2022
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
365K
+ 100.49%
$10.4M - $12.7M
728K $25.5M
Jul 07, 2022 Q2 2022
Wipfli Financial Advisors Llc,

BUY
 -
352K
New
$10.1M - $12.2M
352K $12.3M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
285K
+ 3110.41%
$8.15M - $9.91M
294K $10.3M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
285K
+ 190.62%
$8.14M - $9.9M
434K $15.2M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
277K
+ 2.54%
$7.93M - $9.64M
11.2M $393M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
269K
+ 22.25%
$7.68M - $9.34M
1.48M $51.8M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

BUY
 -
256K
+ 5.44%
$7.32M - $8.9M
4.97M $174M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
233K
+ 7.75%
$6.65M - $8.08M
3.24M $113M
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
231K
New
$6.61M - $8.04M
231K $8.11M
Aug 01, 2022 Q2 2022
N.E.W. Advisory Services LLC

BUY
 -
230K
+ 47.34%
$6.56M - $7.98M
715K $25M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
202K
New
$5.77M - $7.01M
202K $7.08M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
197K
+ 78.99%
$5.64M - $6.85M
447K $15.7M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
183K
+ 36.41%
$5.23M - $6.36M
686K $24M
Oct 26, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
182K
+ 100.76%
$5.19M - $6.31M
362K $12.7M
Aug 15, 2022 Q2 2022
Balentine LLC

Atlanta, GA
BUY
 -
182K
+ 100.69%
$5.19M - $6.31M
362K $12.7M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
180K
+ 113.08%
$5.15M - $6.27M
340K $11.9M
Aug 11, 2022 Q2 2022
Heritage Trust CO

Oklahoma City, OK
BUY
 -
169K
New
$4.83M - $5.88M
169K $5.93M
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
168K
+ 40.63%
$4.79M - $5.82M
580K $20.3M
Aug 12, 2022 Q2 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
163K
+ 81.28%
$4.67M - $5.68M
365K $12.8M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
161K
+ 34.12%
$4.59M - $5.58M
631K $22.1M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
152K
+ 5.17%
$4.36M - $5.3M
3.1M $109M
Jul 26, 2022 Q2 2022
Argi Investment Services, LLC

BUY
 -
147K
+ 36.73%
$4.19M - $5.1M
546K $19.1M
Jul 19, 2022 Q2 2022
Orin Green Financial, LLC

BUY
 -
146K
+ 87.62%
$4.18M - $5.08M
313K $11M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
146K
+ 33.47%
$4.17M - $5.07M
582K $20.4M
Aug 10, 2022 Q2 2022
Financial Advisory Group

Houston, TX
BUY
 -
144K
+ 15.44%
$4.11M - $5M
1.08M $37.7M
Aug 15, 2022 Q2 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
135K
New
$3.85M - $4.68M
135K $4.72M
Jul 19, 2022 Q2 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
130K
New
$3.7M - $4.5M
130K $4.54M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
128K
+ 17.75%
$3.65M - $4.44M
847K $29.7M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
125K
+ 8.37%
$3.56M - $4.33M
1.61M $56.6M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
123K
+ 7.19%
$3.52M - $4.28M
1.84M $64.4M
Jul 13, 2022 Q2 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
123K
+ 60.42%
$3.51M - $4.27M
326K $11.4M
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

BUY
 -
122K
+ 63.94%
$3.49M - $4.24M
313K $11M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
116K
+ 797.29%
$3.31M - $4.03M
131K $4.58M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
115K
+ 3.55%
$3.28M - $3.99M
3.35M $117M
Sep 21, 2023 Q2 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
113K
+ 216.54%
$3.22M - $3.91M
165K $5.77M
Jul 27, 2022 Q2 2022
Garrett Wealth Advisory Group, LLC

BUY
 -
108K
+ 62.04%
$3.08M - $3.75M
282K $9.88M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
104K
+ 3.29%
$2.98M - $3.63M
3.28M $115M

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