Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.09M+ 9.03% |
$105M - $127M
|
49.4M
$1.68B
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.36M+ 9.54% |
$86.3M - $104M
|
38.6M
$1.31B
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.28M+ 75351.35% |
$58.6M - $70.6M
|
2.28M
$77.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.56M+ 17.44% |
$40.1M - $48.3M
|
10.5M
$356M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 12.42% |
$35.8M - $43.1M
|
12.6M
$428M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.22MNew |
$31.2M - $37.6M
|
1.22M
$41.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06M+ 18.65% |
$27.1M - $32.7M
|
6.72M
$228M
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
849K+ 14.26% |
$21.8M - $26.3M
|
6.81M
$231M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
672K+ 5.31% |
$17.2M - $20.8M
|
13.3M
$452M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
664KNew |
$17.1M - $20.5M
|
664K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
600K+ 46.11% |
$15.4M - $18.5M
|
1.9M
$64.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
484K+ 9.74% |
$12.4M - $15M
|
5.45M
$185M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
395K+ 12.05% |
$10.1M - $12.2M
|
3.67M
$125M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
379K+ 65.16% |
$9.74M - $11.7M
|
962K
$32.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
371K+ 1429.4% |
$9.53M - $11.5M
|
397K
$13.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
345K+ 26.04% |
$8.86M - $10.7M
|
1.67M
$56.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
337K+ 18.33% |
$8.65M - $10.4M
|
2.17M
$73.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
335K+ 13.55% |
$8.61M - $10.4M
|
2.81M
$95.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
257K+ 79.77% |
$6.61M - $7.96M
|
580K
$19.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
254KNew |
$6.52M - $7.86M
|
254K
$8.62M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
243K+ 7.26% |
$6.24M - $7.52M
|
3.59M
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
243K+ 7.26% |
$6.24M - $7.52M
|
3.59M
$122M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
212K+ 83.7% |
$5.45M - $6.57M
|
466K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
210K+ 33.07% |
$5.38M - $6.48M
|
844K
$28.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
207K+ 5.62% |
$5.31M - $6.4M
|
3.88M
$132M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
201K+ 45.06% |
$5.17M - $6.23M
|
649K
$22M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
199K+ 470.72% |
$5.1M - $6.15M
|
241K
$8.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
195K+ 34.65% |
$5.01M - $6.04M
|
759K
$25.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 4.38% |
$4.98M - $6M
|
4.62M
$157M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
193K+ 11.94% |
$4.95M - $5.96M
|
1.81M
$61.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
190K+ 11.75% |
$4.88M - $5.88M
|
1.81M
$61.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
168KNew |
$4.32M - $5.2M
|
168K
$5.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
162K+ 1065.61% |
$4.15M - $5.01M
|
177K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150K+ 23.79% |
$3.86M - $4.65M
|
781K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
144K+ 37.23% |
$3.69M - $4.45M
|
530K
$18M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
138K+ 39.21% |
$3.54M - $4.27M
|
490K
$16.6M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
133KNew |
$3.42M - $4.12M
|
133K
$4.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
130KNew |
$3.34M - $4.02M
|
130K
$4.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
119K+ 733.86% |
$3.06M - $3.68M
|
135K
$4.59M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
116K+ 5.47% |
$2.98M - $3.59M
|
2.24M
$76M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
113K+ 19.51% |
$2.91M - $3.5M
|
693K
$23.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
104K+ 335.84% |
$2.67M - $3.22M
|
135K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
100KNew |
$2.58M - $3.1M
|
100K
$3.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
99.9K+ 14.57% |
$2.56M - $3.09M
|
786K
$26.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
97.9K+ 12.1% |
$2.51M - $3.03M
|
907K
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.8K+ 29.67% |
$2.48M - $2.99M
|
423K
$14.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
95.8K+ 7.69% |
$2.46M - $2.96M
|
1.34M
$45.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
94.6K+ 21.46% |
$2.43M - $2.93M
|
536K
$18.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.2K+ 18.44% |
$2.39M - $2.88M
|
599K
$20.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.4K+ 16.53% |
$2.32M - $2.79M
|
637K
$21.6M
|