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
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
15.6K
+ 15.61%
$401K - $484K
116K $3.93M
Nov 07, 2022 Q3 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
15.5K
+ 10.88%
$398K - $480K
158K $5.36M
Oct 26, 2022 Q3 2022
Financial Strategies Group, Inc.

BUY
 -
15.4K
+ 1.79%
$395K - $476K
877K $29.8M
Oct 31, 2022 Q3 2022
Harbor Advisory Corp

BUY
 -
15.2K
New
$391K - $471K
15.2K $517K
Nov 10, 2022 Q3 2022
Fairhaven Wealth Management, LLC

BUY
 -
15.1K
New
$388K - $467K
15.1K $512K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
15K
+ 32.73%
$386K - $465K
61K $2.07M
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
14.4K
+ 42.44%
$369K - $444K
48.2K $1.64M
Nov 14, 2022 Q3 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
14.2K
+ 6.45%
$363K - $438K
233K $7.92M
Oct 12, 2022 Q3 2022
Howard Financial Services, Ltd.

BUY
 -
14K
+ 59.0%
$359K - $432K
37.6K $1.28M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
13.8K
+ 14.43%
$354K - $426K
109K $3.71M
Nov 14, 2022 Q3 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
12.8K
New
$328K - $396K
12.8K $434K
Nov 14, 2022 Q3 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
12.4K
+ 6.41%
$317K - $382K
205K $6.96M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
12.3K
+ 3.0%
$315K - $379K
420K $14.3M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
12K
+ 27.88%
$307K - $370K
54.9K $1.86M
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
11.5K
New
$296K - $357K
11.5K $391K
Nov 14, 2022 Q3 2022
E Rn Financial, LLC

BUY
 -
11.5K
+ 3.6%
$296K - $356K
331K $11.2M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
11.4K
+ 3.82%
$294K - $354K
311K $10.5M
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
11.4K
+ 6.82%
$293K - $352K
179K $6.05M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10.8K
+ 7.11%
$277K - $334K
162K $5.51M
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
10.7K
+ 4.27%
$274K - $330K
261K $8.84M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
10.6K
+ 10.45%
$271K - $326K
111K $3.78M
Nov 01, 2022 Q3 2022
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
10.5K
+ 20.02%
$269K - $324K
62.8K $2.13M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
10.4K
+ 29.47%
$266K - $321K
45.6K $1.55M
Nov 14, 2022 Q3 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
10.4K
+ 5.84%
$266K - $321K
188K $6.38M
Oct 11, 2022 Q3 2022
Butensky & Cohen Financial Security, Inc

BUY
 -
10.2K
+ 16.6%
$262K - $316K
71.7K $2.43M
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
9.99K
+ 62.7%
$256K - $309K
25.9K $879K
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
9.46K
New
$243K - $292K
9.46K $321K
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
9.37K
+ 91.86%
$240K - $290K
19.6K $664K
Oct 31, 2022 Q3 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
9.36K
+ 5.64%
$240K - $289K
175K $5.95M
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
9.11K
New
$234K - $282K
9.11K $309K
Nov 14, 2022 Q3 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
9.1K
+ 2.51%
$234K - $282K
372K $12.6M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
9.03K
New
$232K - $279K
9.03K $306K
Oct 11, 2022 Q3 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
9.01K
+ 6.95%
$231K - $279K
139K $4.7M
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
8.98K
+ 50.5%
$230K - $278K
26.8K $907K
Nov 03, 2022 Q3 2022
Advisor Os, LLC

BUY
 -
8.67K
New
$223K - $268K
8.67K $294K
Oct 11, 2022 Q3 2022
Richard P Slaughter Associates Inc

BUY
 -
8.66K
+ 18.68%
$222K - $268K
55K $1.87M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.59K
+ 1.58%
$221K - $266K
553K $18.8M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
8.55K
+ 98.96%
$219K - $264K
17.2K $583K
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
8.48K
+ 11.43%
$218K - $262K
82.7K $2.8M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
8.26K
New
$212K - $255K
8.26K $280K
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
8.13K
+ 10.83%
$209K - $251K
83.2K $2.82M
Oct 07, 2022 Q3 2022
Bcs Wealth Management

BUY
 -
7.98K
+ 35.27%
$205K - $247K
30.6K $1.04M
Oct 04, 2023 Q3 2022
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
7.98K
New
$205K - $247K
7.98K $271K
Oct 05, 2022 Q3 2022
Stonehearth Capital Management, LLC

BUY
 -
7.9K
New
$203K - $244K
7.9K $268K
Nov 09, 2022 Q3 2022
Fsa Wealth Management LLC

Needham, MA
BUY
 -
7.86K
New
$202K - $243K
7.86K $267K
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
7.71K
+ 21.4%
$198K - $239K
43.8K $1.48M
Oct 25, 2022 Q3 2022
Benedetti & Gucer, Inc.

BUY
 -
7.7K
New
$198K - $238K
7.7K $261K
Oct 18, 2022 Q3 2022
Wfa Of San Diego, LLC

BUY
 -
7.44K
+ 14.58%
$191K - $230K
58.4K $1.98M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
7.35K
+ 1231.49%
$189K - $227K
7.95K $270K

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