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
Aug 08, 2022 Q2 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
2.29K
+ 1.93%
$65.4K - $79.5K
121K $4.26M
Jul 25, 2022 Q2 2022
Canal Capital Management, LLC

BUY
 -
2.27K
+ 3.9%
$64.8K - $78.8K
60.4K $2.13M
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

BUY
 -
2.2K
+ 2.97%
$62.9K - $76.5K
76.3K $2.69M
Jul 21, 2022 Q2 2022
G&S Capital LLC

BUY
 -
2.19K
+ 5.88%
$62.7K - $76.2K
39.5K $1.39M
Aug 11, 2022 Q2 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
2.19K
+ 2.54%
$62.6K - $76.2K
88.4K $3.12M
Jul 13, 2022 Q2 2022
Diligent Investors, LLC

BUY
 -
2.19K
+ 0.89%
$62.5K - $76K
247K $8.73M
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.12K
New
$60.6K - $73.6K
2.12K $74.8K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
2.12K
+ 11.82%
$60.5K - $73.6K
20K $707K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.09K
New
$59.7K - $72.6K
2.09K $73.7K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.87K
+ 15.01%
$53.5K - $65.1K
14.4K $507K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.84K
+ 8.24%
$52.6K - $64K
24.2K $854K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.82K
+ 24.83%
$52.1K - $63.3K
9.17K $323K
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.82K
+ 23.27%
$51.9K - $63.1K
9.63K $340K
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
1.8K
+ 1.63%
$51.5K - $62.7K
112K $3.97M
Jul 27, 2022 Q2 2022
Paradigm Financial Partners, LLC

BUY
 -
1.74K
+ 11.14%
$49.8K - $60.6K
17.4K $613K
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
1.72K
+ 35.5%
$49K - $59.6K
6.55K $231K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
1.71K
+ 129.74%
$48.9K - $59.4K
3.03K $107K
Jul 20, 2022 Q2 2022
Ballast Advisors LLC

BUY
 -
1.67K
+ 3.85%
$47.6K - $57.9K
45K $1.59M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
1.64K
+ 1.48%
$46.9K - $57.1K
113K $3.98M
Jul 08, 2022 Q2 2022
Richard P Slaughter Associates Inc

BUY
 -
1.57K
+ 3.51%
$44.9K - $54.6K
46.3K $1.63M
Jul 28, 2022 Q2 2022
Reston Wealth Management LLC

BUY
 -
1.54K
+ 0.21%
$44.1K - $53.6K
735K $25.9M
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
1.53K
New
$43.6K - $53K
1.53K $53.8K
Aug 03, 2022 Q2 2022
Salomon & Ludwin, LLC

BUY
 -
1.48K
+ 12.74%
$42.4K - $51.6K
13.1K $463K
Aug 04, 2022 Q2 2022
Jackson Creek Investment Advisors LLC

BUY
 -
1.47K
+ 14.63%
$41.9K - $50.9K
11.5K $405K
Aug 08, 2022 Q2 2022
Compass Financial Advisors LLC

BUY
 -
1.45K
+ 8.43%
$41.5K - $50.4K
18.7K $658K
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
1.43K
+ 16.31%
$40.9K - $49.7K
10.2K $360K
Aug 09, 2022 Q2 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
1.4K
New
$39.9K - $48.5K
1.4K $49.3K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.38K
New
$39.3K - $47.8K
1.38K $48.5K
Jul 12, 2022 Q2 2022
Flower City Capital

BUY
 -
1.33K
+ 4.65%
$38K - $46.2K
29.9K $1.06M
Aug 01, 2022 Q2 2022
Smith, Salley & Associates

BUY
 -
1.22K
+ 17.58%
$34.8K - $42.3K
8.15K $287K
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.13K
+ 1.2%
$32.1K - $39.1K
94.5K $3.34M
Jul 26, 2022 Q2 2022
Great Diamond Partners, LLC

BUY
 -
1.11K
+ 7.19%
$31.7K - $38.6K
16.6K $584K
Jun 27, 2023 Q2 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.08K
+ 2.04%
$30.9K - $37.6K
54.1K $1.91M
Jul 13, 2022 Q2 2022
Private Wealth Group, LLC

BUY
 -
1.05K
+ 4.13%
$29.9K - $36.4K
26.4K $931K
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
1.03K
+ 16.11%
$29.3K - $35.6K
7.39K $261K
Aug 01, 2022 Q2 2022
Wambolt & Associates, LLC

BUY
 -
995
+ 9.74%
$28.4K - $34.6K
11.2K $395K
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
991
+ 1.48%
$28.3K - $34.4K
67.8K $2.39M
Aug 02, 2022 Q2 2022
Moneywise, Inc.

BUY
 -
818
+ 11.96%
$23.4K - $28.4K
7.66K $270K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
806
New
$23K - $28K
806 $28.4K
Aug 01, 2022 Q2 2022
Cabot Wealth Management Inc

BUY
 -
743
+ 1.13%
$21.2K - $25.8K
66.7K $2.35M
Nov 16, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
725
+ 14.22%
$20.7K - $25.2K
5.83K $206K
Aug 23, 2023 Q2 2022
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
714
+ 9.48%
$20.4K - $24.8K
8.24K $291K
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
676
+ 2.54%
$19.3K - $23.5K
27.3K $964K
Aug 15, 2022 Q2 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
671
+ 5.59%
$19.2K - $23.3K
12.7K $447K
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
657
+ 2.12%
$18.8K - $22.8K
31.7K $1.12M
Jul 27, 2022 Q2 2022
Annex Advisory Services, LLC

BUY
 -
641
+ 1.43%
$18.3K - $22.3K
45.5K $1.61M
Aug 05, 2022 Q2 2022
Old Second National Bank Of Aurora

BUY
 -
618
+ 8.12%
$17.7K - $21.5K
8.23K $290K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
616
+ 2.96%
$17.6K - $21.4K
21.4K $755K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
578
New
$16.5K - $20.1K
578 $20.4K

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