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 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.03K+ 0.72% |
$36.2K - $38.9K
|
143K
$5.07M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
956New |
$33.7K - $36.3K
|
956
$33.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
890+ 6.42% |
$31.4K - $33.8K
|
14.7K
$522K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
876+ 13.81% |
$30.9K - $33.3K
|
7.22K
$256K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
869+ 0.26% |
$30.7K - $33K
|
339K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
869New |
$30.7K - $33K
|
869
$30.8K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
851New |
$30K - $32.3K
|
851
$30.1K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
806+ 0.67% |
$28.4K - $30.6K
|
122K
$4.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
783+ 2.81% |
$27.6K - $29.7K
|
28.6K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
775+ 0.37% |
$27.3K - $29.4K
|
210K
$7.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
740+ 11.96% |
$26.1K - $28.1K
|
6.93K
$245K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
739+ 8.73% |
$26.1K - $28.1K
|
9.2K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
725+ 0.83% |
$25.6K - $27.5K
|
87.6K
$3.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
682+ 9.84% |
$24.1K - $25.9K
|
7.61K
$270K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
676+ 4.39% |
$23.8K - $25.7K
|
16.1K
$569K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
649+ 6.0% |
$22.9K - $24.6K
|
11.5K
$406K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
626New |
$22.1K - $23.8K
|
626
$22.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
613+ 4.98% |
$21.6K - $23.3K
|
12.9K
$458K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
613New |
$21.6K - $23.3K
|
613
$21.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
607+ 0.55% |
$21.4K - $23.1K
|
111K
$3.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
604+ 19.93% |
$21.3K - $22.9K
|
3.63K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
604+ 1.93% |
$21.3K - $22.9K
|
31.9K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
602+ 0.34% |
$21.2K - $22.9K
|
177K
$6.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
599+ 5.74% |
$21.1K - $22.8K
|
11K
$391K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
583+ 0.57% |
$20.6K - $22.1K
|
104K
$3.67M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
570+ 4.03% |
$20.1K - $21.6K
|
14.7K
$521K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
564+ 5.06% |
$19.9K - $21.4K
|
11.7K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
547+ 5.2% |
$19.3K - $20.8K
|
11.1K
$392K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
459+ 180.0% |
$16.2K - $17.4K
|
714
$25.3K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
430+ 1.0% |
$15.2K - $16.3K
|
43.5K
$1.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
372+ 1.63% |
$13.1K - $14.1K
|
23.1K
$819K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
355New |
$12.5K - $13.5K
|
355
$12.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
345+ 13.69% |
$12.2K - $13.1K
|
2.87K
$101K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
340+ 1.4% |
$12K - $12.9K
|
24.7K
$873K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
339+ 8.46% |
$12K - $12.9K
|
4.34K
$154K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
306New |
$10.8K - $11.6K
|
306
$10.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
305+ 1.63% |
$10.8K - $11.6K
|
19K
$672K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
290+ 3.08% |
$10.2K - $11K
|
9.7K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
283+ 1.06% |
$9.98K - $10.7K
|
27.1K
$960K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
270+ 3.47% |
$9.53K - $10.3K
|
8.05K
$285K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
260New |
$9.17K - $9.87K
|
260
$9.21K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
256+ 4.65% |
$9.03K - $9.72K
|
5.76K
$204K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
253+ 2.11% |
$8.93K - $9.61K
|
12.2K
$433K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
251+ 5.76% |
$8.86K - $9.53K
|
4.61K
$163K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
249+ 3.79% |
$8.78K - $9.46K
|
6.83K
$242K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
248+ 0.75% |
$8.75K - $9.42K
|
33.4K
$1.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
244+ 3.99% |
$8.61K - $9.27K
|
6.36K
$225K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
240+ 1.64% |
$8.47K - $9.12K
|
14.9K
$528K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
232New |
$8.18K - $8.81K
|
232
$8.22K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
214+ 2.65% |
$7.55K - $8.13K
|
8.3K
$294K
|