Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.01M+ 16.91% |
$142M - $152M
|
27.8M
$983M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15MNew |
$111M - $120M
|
3.15M
$112M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.85M+ 8.1% |
$101M - $108M
|
38.1M
$1.35B
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.05M+ 27.63% |
$72.2M - $77.8M
|
9.46M
$335M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.82M+ 1449.13% |
$64.1M - $69.1M
|
1.94M
$68.8M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
1.11M+ 25.9% |
$39.2M - $42.2M
|
5.4M
$191M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
870K+ 38.78% |
$30.7M - $33M
|
3.11M
$110M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
789K+ 7.79% |
$27.8M - $30M
|
10.9M
$386M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
623K+ 25.85% |
$22M - $23.7M
|
3.03M
$107M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
531K+ 99.63% |
$18.7M - $20.2M
|
1.06M
$37.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
527K+ 316.11% |
$18.6M - $20M
|
694K
$24.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
459KNew |
$16.2M - $17.4M
|
459K
$16.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
413KNew |
$14.6M - $15.7M
|
413K
$14.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
408K+ 6.72% |
$14.4M - $15.5M
|
6.48M
$229M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
391KNew |
$13.8M - $14.8M
|
391K
$13.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
369KNew |
$13M - $14M
|
369K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
336KNew |
$11.9M - $12.8M
|
336K
$11.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
336KNew |
$11.9M - $12.8M
|
336K
$11.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
327K+ 99.59% |
$11.5M - $12.4M
|
656K
$23.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
304KNew |
$10.7M - $11.5M
|
304K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
303K+ 20.21% |
$10.7M - $11.5M
|
1.8M
$63.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
295KNew |
$10.4M - $11.2M
|
295K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
287K+ 566.08% |
$10.1M - $10.9M
|
338K
$12M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
284K+ 55.67% |
$10M - $10.8M
|
793K
$28.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
283K+ 6.98% |
$9.99M - $10.8M
|
4.34M
$154M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
281KNew |
$9.93M - $10.7M
|
281K
$9.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
281KNew |
$9.9M - $10.7M
|
281K
$9.94M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
279K+ 5634.56% |
$9.85M - $10.6M
|
284K
$10.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
270K+ 5.88% |
$9.54M - $10.3M
|
4.87M
$172M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
240K+ 7.78% |
$8.46M - $9.11M
|
3.32M
$118M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
238K+ 87.17% |
$8.41M - $9.05M
|
512K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
236K+ 3.12% |
$8.32M - $8.95M
|
7.79M
$276M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
222K+ 84.16% |
$7.85M - $8.45M
|
487K
$17.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
218K+ 216.77% |
$7.7M - $8.29M
|
319K
$11.3M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
217KNew |
$7.65M - $8.24M
|
217K
$7.68M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
210KNew |
$7.42M - $7.99M
|
210K
$7.45M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
208KNew |
$7.34M - $7.91M
|
208K
$7.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
203K+ 7.87% |
$7.16M - $7.7M
|
2.78M
$98.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
193KNew |
$6.81M - $7.33M
|
193K
$6.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
190KNew |
$6.72M - $7.23M
|
190K
$6.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
181K+ 74.82% |
$6.4M - $6.89M
|
424K
$15M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
176K+ 40.3% |
$6.2M - $6.67M
|
611K
$21.6M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
173K+ 18.02% |
$6.09M - $6.56M
|
1.13M
$40M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
171KNew |
$6.03M - $6.49M
|
171K
$6.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
163KNew |
$5.74M - $6.18M
|
163K
$5.76M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
161K+ 72.19% |
$5.67M - $6.1M
|
383K
$13.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 5.3% |
$5.45M - $5.87M
|
3.07M
$109M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
153K+ 5.57% |
$5.4M - $5.82M
|
2.9M
$103M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
153KNew |
$5.4M - $5.82M
|
153K
$5.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
148K+ 23.14% |
$5.23M - $5.63M
|
789K
$27.9M
|