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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-25.5K- 20.55% |
$727K - $884K
|
98.4K
$3.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25.5K- 18.42% |
$729K - $887K
|
113K
$3.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.6K- 5.16% |
$730K - $888K
|
470K
$16.5M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-25.6KClosed |
$732K - $890K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-28KClosed |
$800K - $973K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-28K- 71.26% |
$801K - $974K
|
11.3K
$396K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-28.2K- 9.65% |
$806K - $980K
|
264K
$9.25M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-28.9K- 21.75% |
$825K - $1M
|
104K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29.3KClosed |
$836K - $1.02M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31K- 40.67% |
$886K - $1.08M
|
45.2K
$1.59M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-32.5K- 10.06% |
$928K - $1.13M
|
291K
$10.2M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-35.4K- 22.95% |
$1.01M - $1.23M
|
119K
$4.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36.8K- 32.27% |
$1.05M - $1.28M
|
77.2K
$2.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$1.08M - $1.32M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-38.5K- 6.26% |
$1.1M - $1.34M
|
577K
$20.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-39.8KClosed |
$1.14M - $1.38M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-42.9KClosed |
$1.23M - $1.49M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-43K- 34.08% |
$1.23M - $1.49M
|
83.2K
$2.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-46K- 32.84% |
$1.31M - $1.6M
|
94K
$3.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46.9KClosed |
$1.34M - $1.63M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-49.4K- 74.97% |
$1.41M - $1.72M
|
16.5K
$578K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.7K- 8.34% |
$1.42M - $1.73M
|
547K
$19.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-51.1K- 3.68% |
$1.46M - $1.78M
|
1.34M
$46.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.9K- 29.7% |
$1.57M - $1.91M
|
130K
$4.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-57K- 30.83% |
$1.63M - $1.98M
|
128K
$4.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-57KClosed |
$1.63M - $1.98M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-58.5K- 83.21% |
$1.67M - $2.03M
|
11.8K
$414K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-59.2K- 28.55% |
$1.69M - $2.06M
|
148K
$5.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63K- 3.75% |
$1.8M - $2.19M
|
1.62M
$56.8M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63K- 3.75% |
$1.8M - $2.19M
|
1.62M
$56.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.3K- 36.47% |
$1.84M - $2.23M
|
112K
$3.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-66.8K- 31.83% |
$1.91M - $2.32M
|
143K
$5.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-70.2K- 16.2% |
$2M - $2.44M
|
363K
$12.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-70.2K- 1.16% |
$2.01M - $2.44M
|
5.96M
$209M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-74.3K- 37.07% |
$2.12M - $2.58M
|
126K
$4.42M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-77.3K- 44.97% |
$2.21M - $2.68M
|
94.5K
$3.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-81.3K- 89.51% |
$2.32M - $2.82M
|
9.52K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83.4K- 13.28% |
$2.38M - $2.9M
|
544K
$19.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-89.5KClosed |
$2.56M - $3.11M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-94.7KClosed |
$2.71M - $3.29M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-97.4K- 12.85% |
$2.78M - $3.38M
|
660K
$23.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-98K- 49.83% |
$2.8M - $3.4M
|
98.6K
$3.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-109K- 3.13% |
$3.12M - $3.79M
|
3.38M
$119M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-117K- 88.51% |
$3.34M - $4.06M
|
15.2K
$532K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-120K- 37.7% |
$3.43M - $4.17M
|
199K
$6.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-126K- 58.33% |
$3.6M - $4.37M
|
89.9K
$3.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-133K- 46.25% |
$3.81M - $4.63M
|
155K
$5.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-134K- 40.17% |
$3.83M - $4.65M
|
200K
$6.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-136K- 5.22% |
$3.9M - $4.74M
|
2.47M
$86.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-139K- 56.2% |
$3.98M - $4.84M
|
109K
$3.81M
|