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 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7KNew |
$200K - $243K
|
7K
$257K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.88K+ 227.67% |
$197K - $239K
|
9.9K
$364K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6.16K+ 39.81% |
$176K - $214K
|
21.6K
$796K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6K+ 3.49% |
$171K - $208K
|
178K
$6.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.89K+ 5.03% |
$168K - $205K
|
123K
$4.52M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
5.88K+ 35.07% |
$168K - $204K
|
22.6K
$832K
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.8K+ 6.73% |
$166K - $201K
|
91.9K
$3.38M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.77K+ 16.0% |
$165K - $200K
|
41.8K
$1.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.6K+ 8.07% |
$160K - $195K
|
75K
$2.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.5K+ 68.61% |
$157K - $191K
|
13.5K
$497K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.46K+ 37.98% |
$156K - $190K
|
19.8K
$729K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.33K+ 411.18% |
$152K - $185K
|
6.63K
$244K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.99K+ 2.35% |
$142K - $173K
|
217K
$7.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.97K+ 81.13% |
$142K - $173K
|
11.1K
$408K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.84K+ 10.77% |
$138K - $168K
|
49.8K
$1.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.78K+ 12.37% |
$137K - $166K
|
43.4K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.77K+ 2.32% |
$136K - $166K
|
211K
$7.75M
|
|
|
Jul 20, 2022
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.72K+ 7.93% |
$135K - $164K
|
64.2K
$2.36M
|
|
|
Apr 14, 2023
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.72K+ 7.93% |
$135K - $164K
|
64.2K
$2.36M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.58K+ 40.34% |
$131K - $159K
|
15.9K
$586K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.52K+ 4.61% |
$129K - $157K
|
103K
$3.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.47K+ 9.33% |
$128K - $155K
|
52.4K
$1.93M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.43K+ 3.13% |
$127K - $154K
|
146K
$5.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
4.35K+ 3.6% |
$124K - $151K
|
125K
$4.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.07K+ 13.06% |
$116K - $141K
|
35.2K
$1.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 14.21% |
$116K - $141K
|
32.5K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.04K+ 8.58% |
$115K - $140K
|
51.1K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.02K+ 2.13% |
$115K - $140K
|
193K
$7.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.78K+ 24.88% |
$108K - $131K
|
19K
$698K
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.76K+ 0.3% |
$107K - $130K
|
1.25M
$45.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.74K+ 2.29% |
$107K - $130K
|
167K
$6.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.74K+ 15.81% |
$107K - $130K
|
27.4K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.69K+ 0.63% |
$105K - $128K
|
585K
$21.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.46K+ 14.15% |
$98.8K - $120K
|
27.9K
$1.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.43K+ 2.39% |
$98K - $119K
|
147K
$5.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.28K+ 16.99% |
$93.7K - $114K
|
22.6K
$831K
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.14K+ 1.95% |
$89.8K - $109K
|
164K
$6.03M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.08K+ 1.88% |
$88K - $107K
|
167K
$6.14M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.81KNew |
$80.4K - $97.7K
|
2.81K
$103K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
2.81K+ 13.69% |
$80.4K - $97.7K
|
23.4K
$859K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.76K+ 2.97% |
$78.7K - $95.7K
|
95.5K
$3.51M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.72KNew |
$77.6K - $94.4K
|
2.72K
$99.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
2.59K+ 2.75% |
$73.9K - $89.8K
|
96.7K
$3.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
2.58K+ 13.03% |
$73.8K - $89.7K
|
22.4K
$824K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.5K+ 5.2% |
$71.3K - $86.7K
|
50.5K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
2.38K+ 33.94% |
$67.9K - $82.5K
|
9.38K
$345K
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.37K+ 1.09% |
$67.8K - $82.4K
|
219K
$8.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 2.49% |
$67.7K - $82.3K
|
97.4K
$3.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 1.4% |
$66.5K - $80.8K
|
169K
$6.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.3K+ 4.76% |
$65.6K - $79.8K
|
50.6K
$1.86M
|