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 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-499- 0.94% |
$14.3K - $17.3K
|
52.4K
$1.93M
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-524- 2.17% |
$15K - $18.2K
|
23.7K
$870K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-542- 4.31% |
$15.5K - $18.8K
|
12K
$443K
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-575- 0.9% |
$16.4K - $20K
|
63.2K
$2.32M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-581- 2.08% |
$16.6K - $20.2K
|
27.3K
$1.01M
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-599- 5.17% |
$17.1K - $20.8K
|
11K
$404K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-613Closed |
$17.5K - $21.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-705- 9.02% |
$20.1K - $24.5K
|
7.11K
$262K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-737- 35.66% |
$21.1K - $25.6K
|
1.33K
$48.9K
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-761- 7.75% |
$21.7K - $26.4K
|
9.06K
$333K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-792- 1.35% |
$22.6K - $27.5K
|
58.1K
$2.14M
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-800- 6.07% |
$22.9K - $27.8K
|
12.4K
$455K
|
|
Jul 20, 2022
Q2 2022
|
F
|
SELL
|
- |
-810- 12.59% |
$23.1K - $28.1K
|
5.62K
$207K
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-893- 2.72% |
$25.5K - $31K
|
32K
$1.18M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-895- 10.78% |
$25.6K - $31.1K
|
7.41K
$272K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-919- 0.28% |
$26.3K - $31.9K
|
326K
$12M
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-929- 0.19% |
$26.5K - $32.3K
|
500K
$18.4M
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.08K- 5.13% |
$30.8K - $37.4K
|
19.9K
$733K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$32.4K - $39.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.15KClosed |
$32.9K - $40K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.23KClosed |
$35K - $42.6K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.25K- 1.29% |
$35.7K - $43.5K
|
95.7K
$3.52M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 4.0% |
$36.6K - $44.5K
|
30.7K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.38K- 52.18% |
$39.3K - $47.8K
|
1.26K
$46.3K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.44K- 10.93% |
$41.1K - $50K
|
11.7K
$431K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 3.19% |
$41.1K - $50K
|
43.7K
$1.61M
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.49K- 2.06% |
$42.6K - $51.8K
|
70.9K
$2.61M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.53K- 7.62% |
$43.7K - $53.1K
|
18.5K
$681K
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.58K- 16.85% |
$45.2K - $55K
|
7.81K
$287K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.69K- 5.62% |
$48.3K - $58.7K
|
28.4K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 12.03% |
$48.5K - $59K
|
12.4K
$456K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.79KClosed |
$51.2K - $62.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.86K- 10.39% |
$53K - $64.4K
|
16K
$588K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 4.22% |
$53.1K - $64.6K
|
42.2K
$1.55M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.89K- 6.96% |
$54.1K - $65.8K
|
25.3K
$930K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2.06K- 40.11% |
$58.9K - $71.6K
|
3.08K
$113K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.21KClosed |
$63.2K - $76.8K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.25K- 20.38% |
$64.3K - $78.1K
|
8.78K
$323K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-2.36K- 3.4% |
$67.5K - $82.1K
|
67.1K
$2.47M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.41KClosed |
$68.9K - $83.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-2.48KClosed |
$70.9K - $86.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.55K- 13.59% |
$73K - $88.7K
|
16.2K
$597K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.64K- 15.15% |
$75.4K - $91.7K
|
14.8K
$544K
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.74K- 0.91% |
$78.3K - $95.2K
|
299K
$11M
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 0.58% |
$81.3K - $98.8K
|
489K
$18M
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.89K- 2.39% |
$82.5K - $100K
|
118K
$4.33M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3K- 12.43% |
$85.8K - $104K
|
21.2K
$778K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 1.97% |
$87.2K - $106K
|
152K
$5.58M
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.15K- 41.34% |
$90.1K - $110K
|
4.48K
$165K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.27K- 18.82% |
$93.3K - $113K
|
14.1K
$518K
|