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 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$500K - $538K
|
14.2K
$500K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14.1K+ 81.78% |
$496K - $534K
|
31.3K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14K+ 120.92% |
$496K - $534K
|
25.7K
$906K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.6KNew |
$481K - $518K
|
13.6K
$481K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$466K - $501K
|
13.2K
$466K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
12.9K+ 14.19% |
$457K - $492K
|
104K
$3.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
12.7K+ 3.74% |
$450K - $484K
|
354K
$12.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.3KNew |
$433K - $466K
|
12.3K
$433K
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
12KNew |
$423K - $455K
|
12K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
11.9KNew |
$421K - $454K
|
11.9K
$421K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.8KNew |
$418K - $450K
|
11.8K
$418K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.7K+ 9.55% |
$412K - $444K
|
134K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.6K+ 65.34% |
$408K - $440K
|
29.3K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.5K+ 14.49% |
$406K - $437K
|
90.9K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.4KNew |
$402K - $433K
|
11.4K
$402K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.2KNew |
$397K - $427K
|
11.2K
$397K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11K+ 2.26% |
$389K - $419K
|
498K
$17.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
11KNew |
$386K - $416K
|
11K
$386K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.8K+ 7.96% |
$382K - $411K
|
147K
$5.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
10.6K+ 18.92% |
$376K - $404K
|
66.9K
$2.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.6K+ 6.98% |
$376K - $404K
|
163K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
10.2KNew |
$360K - $387K
|
10.2K
$360K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.93K+ 5.42% |
$350K - $377K
|
193K
$6.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.93K+ 7.1% |
$350K - $377K
|
150K
$5.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.86K+ 9.41% |
$348K - $374K
|
115K
$4.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.83K+ 7.02% |
$347K - $373K
|
150K
$5.29M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.27KNew |
$327K - $352K
|
9.27K
$327K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.77K+ 19.19% |
$309K - $333K
|
54.4K
$1.92M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
8.48KNew |
$299K - $322K
|
8.48K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.45K+ 4.55% |
$298K - $321K
|
194K
$6.85M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
8.14KNew |
$287K - $309K
|
8.14K
$287K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.13K+ 15.95% |
$287K - $309K
|
59.1K
$2.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
8.1KNew |
$286K - $308K
|
8.1K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
8.06KNew |
$284K - $306K
|
8.06K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.85K+ 2.35% |
$277K - $298K
|
342K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.82KNew |
$276K - $297K
|
7.82K
$276K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
7.68KNew |
$271K - $292K
|
7.68K
$271K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.68K+ 20.86% |
$271K - $292K
|
44.5K
$1.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.64K+ 3.28% |
$270K - $290K
|
241K
$8.49M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.59K+ 168.57% |
$268K - $288K
|
12.1K
$427K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
7.53KNew |
$266K - $286K
|
7.53K
$266K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
7.39K+ 14.45% |
$261K - $281K
|
58.5K
$2.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.38KNew |
$260K - $280K
|
7.38K
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
7.35K+ 3.66% |
$259K - $279K
|
208K
$7.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.03K+ 834.32% |
$248K - $267K
|
7.87K
$278K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
7.01K+ 14.87% |
$247K - $266K
|
54.1K
$1.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.99K+ 5.51% |
$247K - $266K
|
134K
$4.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.85K+ 4.74% |
$242K - $260K
|
151K
$5.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
6.82K+ 1.82% |
$241K - $259K
|
382K
$13.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.77K+ 19.34% |
$239K - $257K
|
41.8K
$1.47M
|