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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-9.91K- 33.14% |
$254K - $307K
|
20K
$678K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-10.1K- 54.55% |
$259K - $313K
|
8.42K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11K- 12.68% |
$283K - $341K
|
75.9K
$2.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-11.1K- 29.12% |
$285K - $343K
|
27K
$916K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-11.6K- 45.71% |
$297K - $358K
|
13.7K
$466K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-11.7K- 2.03% |
$301K - $362K
|
565K
$19.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.8K- 5.2% |
$303K - $365K
|
215K
$7.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12.7K- 5.88% |
$327K - $394K
|
204K
$6.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-12.9K- 10.26% |
$332K - $400K
|
113K
$3.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.2K- 7.82% |
$340K - $409K
|
156K
$5.29M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-14.2K- 16.98% |
$364K - $438K
|
69.3K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 7.56% |
$373K - $450K
|
178K
$6.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15.3K- 9.07% |
$394K - $475K
|
154K
$5.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.4K- 59.8% |
$396K - $478K
|
10.4K
$352K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15.9K- 14.64% |
$408K - $492K
|
92.7K
$3.14M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.1K- 64.55% |
$439K - $529K
|
9.38K
$318K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-18.9K- 88.42% |
$486K - $585K
|
2.48K
$84K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.4K- 19.96% |
$497K - $599K
|
77.6K
$2.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-19.8K- 26.38% |
$508K - $612K
|
55.3K
$1.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-20.1K- 6.4% |
$515K - $620K
|
293K
$9.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-21K- 17.85% |
$540K - $650K
|
96.7K
$3.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-21.8K- 5.94% |
$560K - $675K
|
345K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-22.6K- 10.4% |
$580K - $699K
|
195K
$6.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.1K- 22.62% |
$592K - $714K
|
78.9K
$2.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-23.6K- 15.75% |
$607K - $731K
|
126K
$4.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-24K- 7.15% |
$617K - $744K
|
312K
$10.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.5K- 11.39% |
$629K - $757K
|
191K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-24.6K- 4.93% |
$633K - $762K
|
475K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.8K- 30.32% |
$637K - $767K
|
57K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.5K- 24.82% |
$653K - $787K
|
77.1K
$2.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25.7K- 13.35% |
$660K - $795K
|
167K
$5.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-25.8K- 42.64% |
$661K - $797K
|
34.7K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-25.9K- 57.43% |
$664K - $800K
|
19.2K
$651K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-26.8K- 9.46% |
$689K - $830K
|
257K
$8.71M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 12.52% |
$772K - $930K
|
210K
$7.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 12.52% |
$772K - $930K
|
210K
$7.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-30.9K- 32.89% |
$793K - $956K
|
63.1K
$2.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-31K- 35.05% |
$795K - $958K
|
57.4K
$1.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-31.7K- 25.42% |
$814K - $981K
|
93K
$3.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-32.6K- 34.46% |
$836K - $1.01M
|
62K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.1K- 9.71% |
$850K - $1.02M
|
308K
$10.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-35.6K- 4.89% |
$914K - $1.1M
|
692K
$23.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-38.6K- 39.15% |
$991K - $1.19M
|
60K
$2.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-38.9K- 45.92% |
$999K - $1.2M
|
45.8K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-39.5K- 37.97% |
$1.01M - $1.22M
|
64.4K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-41.7K- 9.49% |
$1.07M - $1.29M
|
398K
$13.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-43.7K- 5.47% |
$1.12M - $1.35M
|
755K
$25.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-44.5K- 4.03% |
$1.14M - $1.38M
|
1.06M
$36M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-46.3K- 14.19% |
$1.19M - $1.43M
|
280K
$9.49M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-46.9K- 39.47% |
$1.2M - $1.45M
|
71.9K
$2.44M
|