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
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

BUY
 -
102K
+ 438.67%
$2.91M - $3.54M
125K $4.42M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
101K
+ 1589.9%
$2.87M - $3.49M
107K $3.77M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
96.7K
+ 18.0%
$2.76M - $3.36M
634K $22.4M
Sep 30, 2022 Q2 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
96.3K
+ 36.11%
$2.75M - $3.35M
363K $12.8M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
95K
+ 32.59%
$2.71M - $3.3M
386K $13.6M
Aug 05, 2022 Q2 2022
M&T Bank Corp

BUY
 -
89.7K
+ 615.31%
$2.56M - $3.12M
104K $3.68M
Aug 08, 2022 Q2 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
87.9K
+ 23.59%
$2.51M - $3.06M
461K $16.3M
Aug 05, 2022 Q2 2022
Wealth Advisory Solutions, LLC

BUY
 -
83.9K
New
$2.4M - $2.91M
83.9K $2.96M
Jul 21, 2022 Q2 2022
Peterson Wealth Advisors, LLC

BUY
 -
83.5K
+ 7.2%
$2.39M - $2.9M
1.24M $43.9M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
81.8K
New
$2.34M - $2.84M
81.8K $2.89M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
74.1K
New
$2.12M - $2.57M
74.1K $2.61M
Jul 22, 2022 Q2 2022
Baker Ellis Asset Management LLC

BUY
 -
73.9K
New
$2.11M - $2.57M
73.9K $2.61M
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
73.8K
+ 87.23%
$2.11M - $2.56M
158K $5.58M
Aug 01, 2022 Q2 2022
Aspire Private Capital, LLC

BUY
 -
73.7K
+ 20.12%
$2.1M - $2.56M
440K $15.5M
Aug 08, 2022 Q2 2022
Financial Strategies Group, Inc.

BUY
 -
73.6K
+ 9.33%
$2.1M - $2.56M
862K $30.4M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
71.2K
New
$2.04M - $2.47M
71.2K $2.51M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
70.3K
+ 609.0%
$2.01M - $2.44M
81.8K $2.89M
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
69.9K
New
$2M - $2.43M
69.9K $2.46M
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

BUY
 -
68.8K
+ 135.32%
$1.97M - $2.39M
120K $4.22M
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
66.4K
+ 4.25%
$1.9M - $2.31M
1.63M $57.5M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
63.8K
+ 15.05%
$1.82M - $2.22M
488K $17.2M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
62.5K
+ 3.03%
$1.79M - $2.17M
2.13M $75M
Jul 14, 2022 Q2 2022
Butensky & Cohen Financial Security, Inc

BUY
 -
61.5K
New
$1.76M - $2.14M
61.5K $2.17M
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
60.9K
+ 17.79%
$1.74M - $2.12M
403K $14.2M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
60K
+ 44.76%
$1.72M - $2.09M
194K $6.85M
Jul 25, 2022 Q2 2022
Proffitt & Goodson Inc

BUY
 -
58K
+ 13.03%
$1.66M - $2.01M
503K $17.8M
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
56.2K
+ 25.98%
$1.61M - $1.95M
273K $9.61M
Aug 15, 2022 Q2 2022
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
55.9K
+ 18.98%
$1.6M - $1.94M
350K $12.4M
Aug 11, 2022 Q2 2022
Truefg, LLC

Cedar Park, TX
BUY
 -
55.7K
+ 5.54%
$1.59M - $1.93M
1.06M $37.4M
Jul 18, 2022 Q2 2022
Occidental Asset Management, LLC

BUY
 -
49.8K
+ 66.38%
$1.42M - $1.73M
125K $4.4M
Aug 15, 2022 Q2 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
47.3K
+ 10.98%
$1.35M - $1.64M
478K $16.9M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
45.6K
+ 36.92%
$1.3M - $1.59M
169K $5.97M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
45.4K
+ 19.85%
$1.3M - $1.58M
274K $9.67M
Jul 13, 2022 Q2 2022
Mc Namara Financial Services, Inc.

BUY
 -
44.8K
+ 3.09%
$1.28M - $1.55M
1.49M $52.7M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
44.5K
+ 160.99%
$1.27M - $1.55M
72.2K $2.55M
Jul 27, 2022 Q2 2022
Aquire Wealth Advisors, LLC

BUY
 -
44.4K
+ 15.23%
$1.27M - $1.54M
336K $11.9M
Jul 26, 2022 Q2 2022
Tennessee Valley Asset Management Partners

BUY
 -
43.6K
+ 3.8%
$1.25M - $1.52M
1.19M $42M
Jul 22, 2022 Q2 2022
First Ascent Asset Management, LLC

BUY
 -
42.6K
+ 3.27%
$1.22M - $1.48M
1.35M $47.5M
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
39.7K
+ 65.81%
$1.13M - $1.38M
100K $3.53M
Aug 09, 2022 Q2 2022
Altrius Capital Management Inc

New Bern, NC
BUY
 -
39.7K
New
$1.13M - $1.38M
39.7K $1.4M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
39.5K
+ 862.79%
$1.13M - $1.37M
44.1K $1.55M
Aug 04, 2022 Q2 2022
Iron Horse Wealth Management, LLC

BUY
 -
39.2K
+ 13.6%
$1.12M - $1.36M
327K $11.5M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
37.1K
+ 31.86%
$1.06M - $1.29M
153K $5.41M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
36.1K
New
$1.03M - $1.25M
36.1K $1.27M
Jul 11, 2022 Q2 2022
Financial Management Network Inc

BUY
 -
35.9K
New
$1.03M - $1.25M
35.9K $1.27M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
34.6K
+ 59.38%
$990K - $1.2M
93K $3.28M
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
32.9K
New
$939K - $1.14M
32.9K $1.16M
Aug 15, 2022 Q2 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
32.8K
+ 266.07%
$936K - $1.14M
45.1K $1.59M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
32.1K
+ 17.28%
$917K - $1.12M
218K $7.69M

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