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 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
47.7K+ 17.46% |
$1.68M - $1.81M
|
321K
$11.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.8KNew |
$1.62M - $1.74M
|
45.8K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
45.8K+ 5.57% |
$1.61M - $1.74M
|
867K
$30.7M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
45.8K+ 4.5% |
$1.61M - $1.74M
|
1.06M
$37.6M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
45.7KNew |
$1.61M - $1.74M
|
45.7K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
45.5KNew |
$1.6M - $1.73M
|
45.5K
$1.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
43.1K+ 6.37% |
$1.52M - $1.64M
|
719K
$25.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42.2K+ 34.87% |
$1.49M - $1.6M
|
163K
$5.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
42K+ 23.07% |
$1.48M - $1.59M
|
224K
$7.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
41.8K+ 108.92% |
$1.47M - $1.59M
|
80.1K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
41.8KNew |
$1.47M - $1.59M
|
41.8K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
41.3KNew |
$1.46M - $1.57M
|
41.3K
$1.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 12.86% |
$1.37M - $1.48M
|
342K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38.8K+ 53.66% |
$1.37M - $1.47M
|
111K
$3.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38.8K+ 28.34% |
$1.37M - $1.47M
|
176K
$6.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.7K+ 12.18% |
$1.33M - $1.43M
|
347K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
37.5K+ 75.04% |
$1.32M - $1.43M
|
87.5K
$3.1M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
37.5K+ 6.19% |
$1.32M - $1.42M
|
644K
$22.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
37.3KNew |
$1.32M - $1.42M
|
37.3K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.2K+ 7.18% |
$1.31M - $1.41M
|
554K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.8KNew |
$1.3M - $1.4M
|
36.8K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
36.3K+ 9.85% |
$1.28M - $1.38M
|
405K
$14.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
36.1K+ 5.48% |
$1.27M - $1.37M
|
695K
$24.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
35.6K+ 6.85% |
$1.26M - $1.35M
|
556K
$19.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
35K+ 4.54% |
$1.23M - $1.33M
|
805K
$28.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
33.9K+ 2.86% |
$1.19M - $1.29M
|
1.22M
$43.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.6KNew |
$1.18M - $1.27M
|
33.6K
$1.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
33.3K+ 21.49% |
$1.17M - $1.26M
|
188K
$6.66M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
33.1KNew |
$1.17M - $1.26M
|
33.1K
$1.17M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.1K+ 180.24% |
$1.13M - $1.22M
|
49.9K
$1.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.9KNew |
$1.12M - $1.21M
|
31.9K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
31.7KNew |
$1.12M - $1.21M
|
31.7K
$1.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
31.4KNew |
$1.11M - $1.19M
|
31.4K
$1.11M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
31K+ 5.1% |
$1.09M - $1.18M
|
638K
$22.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
30.8KNew |
$1.09M - $1.17M
|
30.8K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
30K+ 2.2% |
$1.06M - $1.14M
|
1.39M
$49.3M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
29.5K+ 14.21% |
$1.04M - $1.12M
|
237K
$8.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
29K+ 3.12% |
$1.02M - $1.1M
|
958K
$33.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
27.6K+ 19.88% |
$974K - $1.05M
|
167K
$5.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
27.6K+ 47.68% |
$973K - $1.05M
|
85.4K
$3.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.3K+ 10.83% |
$965K - $1.04M
|
280K
$9.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
27.2KNew |
$959K - $1.03M
|
27.2K
$963K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
26.3K+ 280.71% |
$929K - $1M
|
35.7K
$1.26M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
24.9KNew |
$877K - $944K
|
24.9K
$880K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24.8K+ 15.22% |
$875K - $942K
|
188K
$6.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24.8K+ 4.45% |
$874K - $940K
|
581K
$20.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.5K+ 11.36% |
$866K - $932K
|
241K
$8.52M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.5K+ 11.36% |
$866K - $932K
|
241K
$8.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
24.5K+ 16.29% |
$864K - $930K
|
175K
$6.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24.4KNew |
$861K - $927K
|
24.4K
$864K
|