Purchases and Sales Made in Q3 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
33.1K
+ 47.33%
$849K - $1.02M
103K $3.49M
Nov 01, 2022 Q3 2022
Lowe Brockenbrough & CO Inc

BUY
 -
33K
+ 223.05%
$848K - $1.02M
47.9K $1.62M
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

BUY
 -
33K
+ 17.15%
$846K - $1.02M
225K $7.64M
Nov 07, 2022 Q3 2022
Bck Partners, Inc.

BUY
 -
31.9K
+ 404.54%
$819K - $987K
39.8K $1.35M
Nov 14, 2022 Q3 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
31K
+ 8.51%
$796K - $960K
396K $13.4M
Nov 14, 2022 Q3 2022
Reston Wealth Management LLC

BUY
 -
30.8K
+ 4.19%
$790K - $952K
765K $26M
Oct 17, 2022 Q3 2022
Peterson Wealth Advisors, LLC

BUY
 -
30.7K
+ 2.47%
$788K - $950K
1.27M $43.2M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
30.1K
+ 69.11%
$773K - $931K
73.7K $2.5M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
30K
+ 13.78%
$771K - $929K
248K $8.41M
Feb 14, 2023 Q3 2022
Y Intercept (Hong Kong) LTD

BUY
 -
29.7K
New
$763K - $919K
29.7K $1.01M
Nov 02, 2022 Q3 2022
Treasure Coast Financial Planning

BUY
 -
29.3K
+ 6.44%
$752K - $906K
484K $16.4M
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
28.8K
+ 32.0%
$739K - $890K
119K $4.03M
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
27.4K
+ 20.98%
$703K - $847K
158K $5.36M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.7K
+ 14.07%
$684K - $824K
216K $7.33M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.7K
+ 14.07%
$684K - $824K
216K $7.33M
Nov 14, 2022 Q3 2022
Rmb Capital Management, LLC

BUY
 -
25.9K
New
$664K - $800K
25.9K $877K
Nov 09, 2022 Q3 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
25.4K
+ 119.06%
$652K - $785K
46.7K $1.58M
Oct 07, 2022 Q3 2022
Lbmc Investment Advisors, LLC

BUY
 -
25.1K
New
$645K - $778K
25.1K $853K
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
24.7K
+ 19.09%
$633K - $763K
154K $5.22M
Nov 10, 2022 Q3 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
24.3K
+ 3.77%
$624K - $751K
668K $22.7M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
23.5K
New
$604K - $728K
23.5K $798K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
23.4K
+ 34.51%
$600K - $722K
91K $3.09M
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
23.2K
+ 12.43%
$596K - $718K
210K $7.12M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
23K
+ 241.68%
$591K - $712K
32.6K $1.1M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
22.9K
New
$588K - $709K
22.9K $777K
Oct 24, 2022 Q3 2022
Landmark Wealth Management, LLC

BUY
 -
22.6K
+ 6.23%
$580K - $699K
386K $13.1M
Oct 28, 2022 Q3 2022
Newport Capital Group, LLC

BUY
 -
22.6K
New
$580K - $699K
22.6K $767K
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
22.5K
New
$578K - $697K
22.5K $764K
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
22.2K
+ 6.13%
$571K - $688K
385K $13.1M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
21.9K
New
$563K - $679K
21.9K $744K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
21.8K
+ 30.19%
$559K - $674K
94K $3.19M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
21.3K
New
$546K - $657K
21.3K $721K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
19.9K
New
$510K - $614K
19.9K $674K
Nov 14, 2022 Q3 2022
Bison Wealth, LLC

BUY
 -
19.8K
New
$509K - $614K
19.8K $673K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
19.1K
+ 12.88%
$490K - $590K
167K $5.67M
Nov 09, 2022 Q3 2022
Pecaut & Co.

BUY
 -
19K
+ 22.69%
$486K - $586K
102K $3.48M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
18.5K
+ 7.87%
$476K - $574K
254K $8.63M
Oct 28, 2022 Q3 2022
Better Money Decisions, LLC

BUY
 -
18.5K
+ 85.34%
$475K - $572K
40.2K $1.36M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
18.3K
+ 9.4%
$468K - $564K
212K $7.21M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
18.2K
+ 2.75%
$466K - $562K
678K $23M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
17.9K
+ 3.67%
$460K - $554K
506K $17.1M
Nov 14, 2022 Q3 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
17.5K
+ 25.48%
$448K - $540K
86K $2.92M
Nov 14, 2022 Q3 2022
Truepoint, Inc.

BUY
 -
16.9K
New
$433K - $521K
16.9K $572K
Nov 17, 2022 Q3 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
16.8K
+ 10.63%
$432K - $520K
175K $5.94M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
16.8K
+ 14.27%
$430K - $519K
134K $4.56M
Nov 03, 2022 Q3 2022
Astoria Portfolio Advisors Llc.

BUY
 -
16.7K
+ 13.89%
$428K - $516K
137K $4.64M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
16.6K
+ 6.04%
$425K - $512K
291K $9.86M
Nov 14, 2022 Q3 2022
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
16.3K
+ 11.56%
$418K - $504K
157K $5.33M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
16K
+ 66.09%
$411K - $495K
40.2K $1.36M

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