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
Nov 10, 2022 Q3 2022
Carmichael Hill & Associates, Inc.

BUY
 -
637
New
$16.4K - $19.7K
637 $21.6K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
579
+ 0.22%
$14.9K - $17.9K
265K $8.98M
Nov 14, 2022 Q3 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
548
+ 1.0%
$14.1K - $16.9K
55.1K $1.87M
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
504
+ 1.4%
$12.9K - $15.6K
36.4K $1.24M
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
477
+ 0.42%
$12.2K - $14.8K
113K $3.85M
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
463
New
$11.9K - $14.3K
463 $15.7K
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
441
+ 6.2%
$11.3K - $13.6K
7.55K $256K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
437
+ 1.38%
$11.2K - $13.5K
32.1K $1.09M
Nov 14, 2022 Q3 2022
Wrapmanager Inc

BUY
 -
317
+ 0.15%
$8.14K - $9.8K
211K $7.15M
Oct 24, 2022 Q3 2022
Great Diamond Partners, LLC

BUY
 -
292
+ 1.76%
$7.5K - $9.03K
16.9K $572K
Oct 24, 2022 Q3 2022
Old Second National Bank Of Aurora

BUY
 -
237
+ 2.88%
$6.08K - $7.33K
8.46K $287K
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
236
+ 0.35%
$6.06K - $7.3K
67.3K $2.28M
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
234
+ 0.4%
$6.01K - $7.24K
58.3K $1.98M
Nov 14, 2022 Q3 2022
Eagle Strategies LLC

New York, NY
BUY
 -
213
+ 0.6%
$5.47K - $6.59K
36K $1.22M
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
207
+ 0.06%
$5.31K - $6.4K
349K $11.8M
Oct 06, 2022 Q3 2022
Advocacy Wealth Management Services, LLC

BUY
 -
204
New
$5.24K - $6.31K
204 $6.92K
Nov 04, 2022 Q3 2022
Redwood Financial Network Corp

BUY
 -
202
+ 0.77%
$5.19K - $6.25K
26.3K $891K
Nov 14, 2022 Q3 2022
Iron Financial, LLC

BUY
 -
196
+ 0.37%
$5.03K - $6.06K
52.6K $1.78M
Nov 07, 2022 Q3 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
180
+ 0.18%
$4.62K - $5.57K
100K $3.4M
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
177
+ 17.05%
$4.54K - $5.47K
1.22K $41.2K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
176
New
$4.52K - $5.44K
176 $5.97K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
171
New
$4.39K - $5.29K
171 $5.8K
Nov 09, 2022 Q3 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
148
+ 34.66%
$3.8K - $4.58K
575 $19.5K
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
131
+ 11.89%
$3.36K - $4.05K
1.23K $41.8K
Nov 02, 2022 Q3 2022
North Rock Partners, LLC

BUY
 -
122
+ 0.44%
$3.13K - $3.77K
27.6K $935K
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
100
+ 2.23%
$2.57K - $3.09K
4.58K $155K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
73
+ 1.03%
$1.87K - $2.26K
7.18K $244K
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
41
+ 0.53%
$1.05K - $1.27K
7.85K $266K
Jan 24, 2023 Q3 2022
New Perspectives, Inc

Tougaloo, MS
BUY
 -
26
+ 0.32%
$667 - $804
8.27K $281K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-7
- 0.02%
$180 - $217
32.9K $1.11M
Nov 01, 2022 Q3 2022
Morling Financial Advisors, LLC

SELL
 -
-8
- 0.03%
$205 - $247
27.3K $927K
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-13
- 0.85%
$334 - $402
1.51K $51.3K
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-32
- 0.14%
$821 - $990
22.6K $765K
Nov 04, 2022 Q3 2022
Pfg Private Wealth Management, LLC

SELL
 -
-41
- 3.08%
$1.05K - $1.27K
1.29K $43.7K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-45
- 0.47%
$1.16K - $1.39K
9.59K $325K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-90
- 4.25%
$2.31K - $2.78K
2.03K $68.9K
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-112
- 0.83%
$2.88K - $3.46K
13.4K $455K
Nov 14, 2022 Q3 2022
Covestor LTD

Boston, MA
SELL
 -
-130
- 10.32%
$3.34K - $4.02K
1.13K $38.3K
Oct 19, 2022 Q3 2022
Warren Street Wealth Advisors, LLC

SELL
 -
-138
- 0.99%
$3.54K - $4.27K
13.9K $470K
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-173
- 0.22%
$4.44K - $5.35K
79.3K $2.69M
Oct 14, 2022 Q3 2022
Aletheian Wealth Advisors LLC

SELL
 -
-177
- 0.56%
$4.54K - $5.47K
31.4K $1.06M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-194
- 0.25%
$4.98K - $6K
78.5K $2.66M
Oct 13, 2022 Q3 2022
Old Port Advisors

SELL
 -
-211
- 2.27%
$5.42K - $6.53K
9.09K $308K
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

SELL
 -
-239
- 0.87%
$6.14K - $7.39K
27.1K $919K
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-270
- 2.43%
$6.93K - $8.35K
10.8K $367K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-275
- 1.92%
$7.06K - $8.51K
14.1K $478K
Oct 31, 2022 Q3 2022
Sage Mountain Advisors LLC

SELL
 -
-293
- 0.65%
$7.52K - $9.06K
45.1K $1.53M
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-300
- 2.47%
$7.7K - $9.28K
11.8K $401K
Oct 20, 2022 Q3 2022
Tsfg, LLC

SELL
 -
-307
- 10.26%
$7.88K - $9.5K
2.68K $91K

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