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 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.46K- 17.48% |
$63.2K - $76.2K
|
11.6K
$394K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.47K- 10.2% |
$63.5K - $76.5K
|
21.8K
$739K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.47K- 4.55% |
$63.5K - $76.5K
|
51.8K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.5K- 24.27% |
$64.2K - $77.3K
|
7.8K
$265K
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2.56K- 6.44% |
$65.6K - $79K
|
37.1K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.74K- 16.61% |
$70.3K - $84.7K
|
13.7K
$466K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.83K- 24.16% |
$72.7K - $87.6K
|
8.89K
$302K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.85K- 22.18% |
$73.1K - $88.1K
|
9.99K
$339K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 16.33% |
$74.4K - $89.6K
|
14.9K
$504K
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.19K- 4.78% |
$81.9K - $98.7K
|
63.5K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.21K- 3.29% |
$82.3K - $99.1K
|
94.2K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.23K- 53.67% |
$82.9K - $99.9K
|
2.79K
$94.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.24K- 1.61% |
$83.2K - $100K
|
199K
$6.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-3.35K- 23.55% |
$86K - $104K
|
10.9K
$369K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.51K- 26.68% |
$90K - $108K
|
9.63K
$327K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.77K- 16.13% |
$96.7K - $117K
|
19.6K
$665K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-3.81K- 3.21% |
$97.7K - $118K
|
115K
$3.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.26K- 14.99% |
$109K - $132K
|
24.1K
$819K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.39K- 7.19% |
$113K - $136K
|
56.6K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.49K- 4.05% |
$115K - $139K
|
106K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.51K- 9.27% |
$116K - $139K
|
44.1K
$1.5M
|
|
|
Apr 14, 2023
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-4.55K- 7.09% |
$117K - $141K
|
59.6K
$2.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-4.55K- 7.09% |
$117K - $141K
|
59.6K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-4.62K- 5.91% |
$119K - $143K
|
73.5K
$2.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.76K- 9.43% |
$122K - $147K
|
45.7K
$1.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.98K- 10.0% |
$128K - $154K
|
44.8K
$1.52M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.17K- 41.67% |
$133K - $160K
|
7.24K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5.5K- 17.14% |
$141K - $170K
|
26.6K
$902K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-5.6K- 1.85% |
$144K - $173K
|
297K
$10.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.02K- 4.63% |
$154K - $186K
|
124K
$4.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6.13K- 10.67% |
$157K - $190K
|
51.3K
$1.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.17K- 15.93% |
$158K - $191K
|
32.6K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.28K- 2.22% |
$161K - $194K
|
277K
$9.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.29K- 28.87% |
$161K - $195K
|
15.5K
$526K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.76K- 6.05% |
$174K - $209K
|
105K
$3.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-6.78K- 9.56% |
$174K - $210K
|
64.1K
$2.18M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-6.92K- 92.74% |
$178K - $214K
|
542
$18.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-7.08K- 2.13% |
$182K - $219K
|
325K
$11M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.49K- 8.37% |
$192K - $232K
|
82K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.83K- 17.9% |
$201K - $242K
|
35.9K
$1.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.06K- 50.77% |
$207K - $249K
|
7.82K
$265K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-8.12K- 44.52% |
$208K - $251K
|
10.1K
$343K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.12K- 24.65% |
$208K - $251K
|
24.8K
$842K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8.14K- 4.08% |
$209K - $252K
|
191K
$6.49M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-8.24KClosed |
$212K - $255K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.48K- 1.45% |
$218K - $262K
|
576K
$19.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-8.71K- 5.55% |
$224K - $269K
|
148K
$5.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-8.86K- 3.32% |
$228K - $274K
|
258K
$8.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.09K- 27.33% |
$233K - $281K
|
24.2K
$820K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.49K- 3.27% |
$244K - $293K
|
281K
$9.53M
|