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 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57.4K- 37.17% |
$1.47M - $1.77M
|
97K
$3.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-58.2K- 37.61% |
$1.49M - $1.8M
|
96.6K
$3.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-58.6K- 41.69% |
$1.51M - $1.81M
|
82K
$2.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-61.2K- 16.91% |
$1.57M - $1.89M
|
301K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-62.1K- 63.09% |
$1.59M - $1.92M
|
36.3K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.3K- 5.03% |
$1.73M - $2.08M
|
1.27M
$43.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-79.3K- 11.33% |
$2.04M - $2.45M
|
621K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-79.9K- 29.31% |
$2.05M - $2.47M
|
193K
$6.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-80.3K- 30.42% |
$2.06M - $2.48M
|
184K
$6.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-80.4K- 5.72% |
$2.06M - $2.49M
|
1.33M
$45M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-89.8K- 84.01% |
$2.31M - $2.78M
|
17.1K
$580K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-98.7K- 24.52% |
$2.53M - $3.05M
|
304K
$10.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-104K- 39.34% |
$2.67M - $3.21M
|
160K
$5.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-108K- 98.64% |
$2.78M - $3.35M
|
1.49K
$50.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-111K- 26.48% |
$2.85M - $3.43M
|
308K
$10.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-146K- 63.08% |
$3.75M - $4.51M
|
85.4K
$2.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-152K- 76.55% |
$3.9M - $4.7M
|
46.6K
$1.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-166K- 9.09% |
$4.27M - $5.15M
|
1.66M
$56.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-172K- 52.72% |
$4.43M - $5.33M
|
155K
$5.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-181K- 33.12% |
$4.64M - $5.6M
|
365K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244K- 7.22% |
$6.27M - $7.55M
|
3.14M
$106M
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
SELL
|
- |
-252K- 64.23% |
$6.46M - $7.79M
|
140K
$4.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-273K- 22.96% |
$7.02M - $8.45M
|
917K
$31.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-323K- 59.59% |
$8.29M - $9.99M
|
219K
$7.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-331K- 8.42% |
$8.5M - $10.2M
|
3.6M
$122M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-343K- 34.32% |
$8.8M - $10.6M
|
656K
$22.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-391K- 17.8% |
$10M - $12.1M
|
1.81M
$61.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-433K- 36.57% |
$11.1M - $13.4M
|
751K
$25.5M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-464K- 9.55% |
$11.9M - $14.3M
|
4.39M
$149M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-637K- 28.95% |
$16.3M - $19.7M
|
1.56M
$53M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.6M- 99.29% |
$41M - $49.4M
|
11.5K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.68M- 45.21% |
$43.2M - $52M
|
2.04M
$69.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86M- 98.15% |
$73.4M - $88.5M
|
54K
$1.83M
|