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
|
Advisory Services Network, LLC
|
BUY
|
- |
2.46K+ 3.48% |
$63.1K - $76K
|
73.1K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.46K+ 21.39% |
$63K - $76K
|
13.9K
$473K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.38K+ 12.68% |
$61.2K - $73.7K
|
21.2K
$718K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.36K+ 1.56% |
$60.5K - $72.9K
|
154K
$5.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.3K+ 20.55% |
$59.1K - $71.3K
|
13.5K
$458K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.18K+ 1.71% |
$56.1K - $67.6K
|
130K
$4.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
2.07K+ 9.24% |
$53.1K - $64K
|
24.5K
$830K
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
1.98K+ 5.01% |
$50.8K - $61.2K
|
41.5K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1.95K+ 1.87% |
$50.1K - $60.3K
|
106K
$3.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.9K+ 0.63% |
$48.7K - $58.7K
|
301K
$10.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.88K+ 1.17% |
$48.1K - $58K
|
162K
$5.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.85K+ 17.53% |
$47.5K - $57.3K
|
12.4K
$421K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 15.51% |
$47.1K - $56.7K
|
13.7K
$463K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
1.79K+ 2.57% |
$46K - $55.4K
|
71.5K
$2.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.78K+ 8.87% |
$45.6K - $55K
|
21.8K
$740K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.72K+ 26.23% |
$44.1K - $53.1K
|
8.26K
$280K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.71K+ 12.98% |
$43.8K - $52.7K
|
14.8K
$503K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.62K+ 0.59% |
$41.5K - $50K
|
275K
$9.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.55K+ 4.88% |
$39.7K - $47.9K
|
33.3K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54K+ 2.0% |
$39.5K - $47.6K
|
78.4K
$2.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.46K+ 6.88% |
$37.4K - $45.1K
|
22.6K
$767K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.44K+ 15966.67% |
$36.9K - $44.4K
|
1.45K
$49K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
1.43K+ 1.48% |
$36.7K - $44.2K
|
98.1K
$3.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.38K+ 1.15% |
$35.5K - $42.7K
|
121K
$4.11M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.34K+ 14844.44% |
$34.3K - $41.3K
|
1.35K
$45.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.3K+ 5.47% |
$33.3K - $40.1K
|
25K
$848K
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.29K+ 14.27% |
$33.2K - $40K
|
10.4K
$351K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.28KNew |
$32.8K - $39.6K
|
1.28K
$43.4K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.25K+ 10.89% |
$32.1K - $38.7K
|
12.7K
$432K
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.11% |
$30.8K - $37.1K
|
14.4K
$488K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
1.19K+ 11.48% |
$30.6K - $36.9K
|
11.6K
$393K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.18K+ 50.32% |
$30.4K - $36.6K
|
3.53K
$120K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 50.32% |
$30.4K - $36.6K
|
3.53K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 1.24% |
$30.2K - $36.4K
|
95.7K
$3.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04K+ 1.12% |
$26.8K - $32.3K
|
94K
$3.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.02K+ 5.46% |
$26.2K - $31.5K
|
19.7K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.02K+ 1.32% |
$26.1K - $31.4K
|
78.2K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
999+ 8.46% |
$25.6K - $30.9K
|
12.8K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
992+ 8.01% |
$25.5K - $30.7K
|
13.4K
$454K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
903New |
$23.2K - $27.9K
|
903
$30.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
902+ 2.82% |
$23.2K - $27.9K
|
32.9K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
812+ 0.41% |
$20.8K - $25.1K
|
197K
$6.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
809New |
$20.8K - $25K
|
809
$27.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
797+ 8.93% |
$20.5K - $24.7K
|
9.73K
$330K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
776+ 6.25% |
$19.9K - $24K
|
13.2K
$447K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
763+ 9.33% |
$19.6K - $23.6K
|
8.94K
$303K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
735New |
$18.9K - $22.7K
|
735
$24.9K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
690+ 1.44% |
$17.7K - $21.3K
|
48.7K
$1.65M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
676+ 8.37% |
$17.4K - $20.9K
|
8.75K
$297K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
647New |
$16.6K - $20K
|
647
$21.9K
|