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 25, 2022 Q2 2022
Bristlecone Advisors, LLC

BUY
 -
31.7K
+ 4.13%
$907K - $1.1M
799K $29.4M
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
30.2K
+ 2.66%
$862K - $1.05M
1.16M $42.7M
Jul 12, 2022 Q2 2022
Boston Standard Wealth Management, LLC

BUY
 -
30K
+ 3.59%
$858K - $1.04M
867K $31.9M
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
29.3K
New
$836K - $1.02M
29.3K $1.07M
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
27.7K
+ 845.53%
$793K - $964K
31K $1.14M
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
26.9K
+ 20.11%
$767K - $933K
160K $5.89M
Jul 07, 2022 Q2 2022
Astoria Portfolio Advisors Llc.

BUY
 -
25.9K
+ 27.49%
$739K - $899K
120K $4.41M
Aug 02, 2022 Q2 2022
Treasure Coast Financial Planning

BUY
 -
25.7K
+ 6.0%
$735K - $894K
455K $16.7M
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
25.2K
+ 12.47%
$719K - $875K
227K $8.34M
Aug 05, 2022 Q2 2022
Aveo Capital Partners, LLC

BUY
 -
24.4K
+ 28.19%
$696K - $847K
111K $4.07M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
23.9K
+ 5.72%
$682K - $830K
441K $16.2M
Aug 12, 2022 Q2 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
21.4K
+ 21.36%
$611K - $743K
121K $4.46M
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
21.2K
+ 21654.08%
$606K - $737K
21.3K $783K
Jul 27, 2022 Q2 2022
Garrett Investment Advisors LLC

BUY
 -
21.1K
+ 10.9%
$604K - $734K
215K $7.9M
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
20.8K
+ 36.37%
$595K - $724K
78.1K $2.87M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
20.3K
+ 5.23%
$579K - $704K
408K $15M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
20K
+ 39.53%
$572K - $695K
70.7K $2.59M
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
19.2K
New
$547K - $665K
19.2K $703K
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
19.1K
+ 162.24%
$546K - $663K
30.9K $1.13M
Jul 26, 2022 Q2 2022
Systelligence, LLC

BUY
 -
19K
+ 5.1%
$543K - $660K
392K $14.4M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
18.8K
New
$537K - $653K
18.8K $690K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
18.2K
New
$521K - $633K
18.2K $669K
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
18K
+ 2.51%
$513K - $624K
735K $27M
Aug 09, 2022 Q2 2022
Goodman Financial Corp

Houston, TX
BUY
 -
17.9K
+ 3.44%
$511K - $621K
538K $19.8M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
17.6K
New
$502K - $611K
17.6K $646K
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
17.5K
+ 7.72%
$499K - $607K
244K $8.96M
Jul 14, 2022 Q2 2022
Ford Financial Group, LLC

BUY
 -
16.9K
+ 99.21%
$482K - $586K
33.9K $1.24M
Aug 09, 2022 Q2 2022
Rinkey Investments

San Diego, CA
BUY
 -
16.6K
+ 3.04%
$475K - $578K
564K $20.7M
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
16.3K
+ 23.17%
$467K - $568K
86.9K $3.19M
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
15.7K
+ 12.21%
$450K - $547K
145K $5.31M
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
15.3K
New
$436K - $530K
15.3K $560K
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

BUY
 -
14.8K
New
$423K - $515K
14.8K $544K
Jul 18, 2022 Q2 2022
Rodgers & Associates, LTD

BUY
 -
14.4K
+ 5.35%
$411K - $500K
283K $10.4M
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
14.2K
+ 8.11%
$406K - $494K
189K $6.96M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
14.2K
+ 8.11%
$406K - $494K
189K $6.96M
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
14.2K
New
$405K - $492K
14.2K $520K
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
14.1K
+ 9.78%
$403K - $491K
158K $5.82M
Aug 08, 2022 Q2 2022
Valtinson Bruner Financial Planning LLC

BUY
 -
13.6K
+ 7.4%
$388K - $472K
197K $7.25M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
13.6K
+ 0.95%
$388K - $471K
1.44M $53M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
13.5K
+ 7.54%
$385K - $469K
192K $7.06M
Aug 09, 2022 Q2 2022
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
13.4K
+ 8.55%
$384K - $467K
171K $6.26M
Aug 09, 2022 Q2 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
13.3K
+ 22.54%
$381K - $463K
72.5K $2.66M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
13.3K
New
$380K - $462K
13.3K $488K
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
13.2K
+ 23.83%
$377K - $458K
68.6K $2.52M
Jul 06, 2022 Q2 2022
Goal Vest Advisory LLC

BUY
 -
13.1K
New
$374K - $455K
13.1K $481K
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
12.9K
+ 12.36%
$369K - $449K
118K $4.32M
Aug 12, 2022 Q2 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
12.9K
+ 6.45%
$369K - $449K
213K $7.84M
Aug 05, 2022 Q2 2022
Fairfield University

BUY
 -
12.8K
+ 2.01%
$366K - $445K
650K $23.9M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
12.8K
+ 14.5%
$365K - $444K
101K $3.71M

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