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 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.97K+ 0.39% |
$105K - $113K
|
768K
$27.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
2.95K+ 3.37% |
$104K - $112K
|
90.4K
$3.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 0.85% |
$104K - $112K
|
351K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.95K+ 10.8% |
$104K - $112K
|
30.2K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
2.79K+ 1.34% |
$98.4K - $106K
|
211K
$7.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.63K+ 12.56% |
$92.9K - $100K
|
23.6K
$832K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61K+ 27.11% |
$92.1K - $99.1K
|
12.2K
$432K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.52KNew |
$88.9K - $95.7K
|
2.52K
$88.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
2.48K+ 1.52% |
$87.6K - $94.3K
|
166K
$5.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.47K+ 6.49% |
$87.2K - $93.9K
|
40.6K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
2.44K+ 2.81% |
$86K - $92.6K
|
89.4K
$3.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
2.44K+ 1.48% |
$86K - $92.6K
|
167K
$5.91M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.41KNew |
$85.1K - $91.6K
|
2.41K
$85.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.4K+ 3.74% |
$84.6K - $91.1K
|
66.5K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32K+ 0.06% |
$81.7K - $88K
|
3.79M
$134M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 24.2% |
$80K - $86.1K
|
11.6K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.23K+ 2.38% |
$78.7K - $84.7K
|
95.8K
$3.38M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.21KNew |
$78K - $84K
|
2.21K
$78K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$76.6K - $82.4K
|
2.17K
$76.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
2.15K+ 18.25% |
$75.7K - $81.5K
|
13.9K
$491K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
2.13K+ 3.25% |
$75.1K - $80.9K
|
67.6K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 1.73% |
$72.8K - $78.4K
|
121K
$4.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.06K+ 28.15% |
$72.7K - $78.2K
|
9.38K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.06K+ 0.98% |
$72.5K - $78K
|
212K
$7.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.05K+ 30.44% |
$72.2K - $77.7K
|
8.77K
$309K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
2.01K+ 1.68% |
$70.9K - $76.3K
|
121K
$4.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2K+ 16.21% |
$70.7K - $76.1K
|
14.4K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2K+ 1.08% |
$70.6K - $76K
|
187K
$6.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2K+ 6.56% |
$70.4K - $75.8K
|
32.4K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.92K+ 156.77% |
$67.8K - $73K
|
3.15K
$111K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.91K+ 1.78% |
$67.3K - $72.5K
|
109K
$3.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.9K+ 1.59% |
$67K - $72.1K
|
121K
$4.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 231.33% |
$66.4K - $71.5K
|
2.7K
$95.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.83K+ 4.69% |
$64.4K - $69.4K
|
40.8K
$1.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.73K+ 23.63% |
$60.9K - $65.6K
|
9.04K
$319K
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.67K+ 18.38% |
$59K - $63.5K
|
10.8K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.67K+ 3.16% |
$58.9K - $63.4K
|
54.6K
$1.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
1.55K+ 11.51% |
$54.8K - $59K
|
15.1K
$531K
|
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.55K+ 2.87% |
$54.6K - $58.8K
|
55.6K
$1.96M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
1.47K+ 4.43% |
$51.7K - $55.7K
|
34.6K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.44K+ 3.61% |
$50.8K - $54.7K
|
41.3K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.38K+ 16.31% |
$48.7K - $52.5K
|
9.85K
$347K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.38K+ 11.29% |
$48.5K - $52.3K
|
13.6K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 11.2% |
$47K - $50.6K
|
13.2K
$467K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.25K+ 2.09% |
$44.1K - $47.5K
|
61K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.2K+ 0.34% |
$42.2K - $45.5K
|
353K
$12.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.19K+ 10.37% |
$42.1K - $45.3K
|
12.7K
$448K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.18K+ 4.43% |
$41.8K - $45K
|
27.9K
$986K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.16K+ 14.66% |
$40.9K - $44.1K
|
9.07K
$320K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 930.83% |
$39.4K - $42.4K
|
1.24K
$43.6K
|