Purchases and Sales Made in Q2 2022 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 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-8.13KClosed |
$232K - $283K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.37K- 6.97% |
$239K - $291K
|
112K
$3.92M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.46K- 0.46% |
$242K - $294K
|
1.83M
$64.2M
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.84K- 10.53% |
$252K - $307K
|
75.1K
$2.63M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.86K- 25.44% |
$253K - $308K
|
26K
$910K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-9.01K- 2.96% |
$257K - $313K
|
296K
$10.4M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.09K- 2.95% |
$260K - $316K
|
299K
$10.5M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.1K- 56.97% |
$260K - $316K
|
6.87K
$241K
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.13KClosed |
$261K - $317K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-9.14K- 5.41% |
$261K - $317K
|
160K
$5.61M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.52K- 72.62% |
$272K - $331K
|
3.59K
$126K
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.63KClosed |
$275K - $335K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-9.65KClosed |
$276K - $335K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-9.71K- 8.28% |
$277K - $337K
|
108K
$3.77M
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-9.93K- 3.08% |
$284K - $345K
|
313K
$11M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.1KClosed |
$318K - $387K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.2K- 14.22% |
$321K - $390K
|
67.7K
$2.37M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-11.2K- 56.66% |
$321K - $390K
|
8.59K
$301K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.5KClosed |
$328K - $399K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-12.1K- 4.38% |
$346K - $420K
|
264K
$9.25M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.9K- 14.8% |
$368K - $448K
|
74.2K
$2.6M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-13.3K- 1.8% |
$380K - $462K
|
728K
$25.5M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-13.4K- 60.34% |
$384K - $466K
|
8.83K
$309K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.5KClosed |
$385K - $468K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-13.7KClosed |
$392K - $477K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14.1K- 13.58% |
$402K - $489K
|
89.5K
$3.14M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-14.1K- 8.54% |
$403K - $491K
|
151K
$5.3M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-14.1K- 80.73% |
$404K - $491K
|
3.37K
$118K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.2K- 49.31% |
$405K - $492K
|
14.6K
$510K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.2K- 12.25% |
$407K - $495K
|
102K
$3.58M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.3K- 0.39% |
$408K - $496K
|
3.68M
$129M
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-14.7K- 5.11% |
$420K - $511K
|
273K
$9.57M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15.4K- 45.84% |
$439K - $534K
|
18.2K
$637K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-15.8K- 43.35% |
$451K - $549K
|
20.6K
$723K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-15.9KClosed |
$453K - $551K
|
0
$0
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-16.1K- 13.86% |
$461K - $560K
|
100K
$3.51M
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-16.9K- 10.11% |
$482K - $587K
|
150K
$5.26M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-18.5K- 33.05% |
$528K - $642K
|
37.4K
$1.31M
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-19.4K- 62.16% |
$555K - $674K
|
11.8K
$414K
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-20KClosed |
$572K - $696K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-20.1K- 9.46% |
$575K - $699K
|
193K
$6.75M
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-20.5K- 45.76% |
$584K - $711K
|
24.2K
$850K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-20.7K- 7.1% |
$592K - $719K
|
271K
$9.49M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.9K- 11.95% |
$598K - $728K
|
154K
$5.41M
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-22.5K- 13.62% |
$642K - $781K
|
143K
$5M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 2.89% |
$645K - $784K
|
758K
$26.6M
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-23KClosed |
$656K - $798K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-23.1K- 67.04% |
$661K - $803K
|
11.4K
$398K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.8KClosed |
$707K - $860K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.2K- 8.16% |
$720K - $875K
|
284K
$9.94M
|