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 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19+ 0.2% |
$543 - $660
|
9.53K
$350K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 1.88% |
$486 - $591
|
920
$33.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10+ 0.06% |
$286 - $347
|
17.8K
$654K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8+ 1.94% |
$229 - $278
|
421
$15.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
8New |
$229 - $278
|
8
$294
|
|
|
Jan 24, 2023
Q2 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
7+ 0.08% |
$200 - $243
|
8.25K
$303K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.48% |
$143 - $174
|
1.04K
$38.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.67% |
$114 - $139
|
597
$22K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
3New |
$85.7 - $104
|
3
$110
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 2.22% |
$57.1 - $69.5
|
92
$3.38K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 3.85% |
$28.6 - $34.7
|
27
$993
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1Closed |
$28.6 - $34.7
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3Closed |
$85.7 - $104
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.2% |
$85.7 - $104
|
1.51K
$55.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.06% |
$229 - $278
|
14K
$515K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8- 0.01% |
$229 - $278
|
79.5K
$2.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 0.07% |
$1.43K - $1.74K
|
69.7K
$2.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-57- 76.0% |
$1.63K - $1.98K
|
18
$662
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-67- 1.52% |
$1.91K - $2.33K
|
4.33K
$159K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-77- 0.17% |
$2.2K - $2.67K
|
45.4K
$1.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-78- 0.13% |
$2.23K - $2.71K
|
61K
$2.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-92- 0.58% |
$2.63K - $3.2K
|
15.9K
$584K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-100- 2.77% |
$2.86K - $3.47K
|
3.52K
$129K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-101Closed |
$2.89K - $3.51K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-103- 1.31% |
$2.94K - $3.58K
|
7.76K
$285K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-113Closed |
$3.23K - $3.93K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-117- 0.27% |
$3.34K - $4.06K
|
42.9K
$1.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-120- 0.5% |
$3.43K - $4.17K
|
23.8K
$876K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-123- 3.36% |
$3.51K - $4.27K
|
3.53K
$130K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-123- 47.31% |
$3.51K - $4.27K
|
137
$5.04K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-169- 0.8% |
$4.83K - $5.87K
|
21.1K
$775K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-182- 0.57% |
$5.2K - $6.32K
|
31.5K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-192- 96.0% |
$5.49K - $6.67K
|
8
$294
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-198- 0.87% |
$5.66K - $6.88K
|
22.6K
$830K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-217- 2.83% |
$6.2K - $7.54K
|
7.46K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-241Closed |
$6.89K - $8.37K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-274Closed |
$7.83K - $9.52K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-293Closed |
$8.37K - $10.2K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-301- 9.14% |
$8.6K - $10.5K
|
2.99K
$110K
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-323- 2.4% |
$9.23K - $11.2K
|
13.1K
$483K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-330- 65.48% |
$9.43K - $11.5K
|
174
$6.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-360Closed |
$10.3K - $12.5K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-365- 4.06% |
$10.4K - $12.7K
|
8.63K
$317K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-400- 2.35% |
$11.4K - $13.9K
|
16.6K
$611K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-425- 0.97% |
$12.1K - $14.8K
|
43.6K
$1.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-434- 4.82% |
$12.4K - $15.1K
|
8.57K
$315K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-442- 41.31% |
$12.6K - $15.4K
|
628
$23.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-446- 0.41% |
$12.7K - $15.5K
|
110K
$4.03M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-477- 0.3% |
$13.6K - $16.6K
|
157K
$5.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-480Closed |
$13.7K - $16.7K
|
0
$0
|