Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
11.2MNew |
$287M - $347M
|
11.2M
$383M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.5M+ 24.61% |
$244M - $295M
|
48.1M
$1.65B
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
8.29M+ 62.18% |
$213M - $257M
|
21.6M
$741M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.6M+ 7.3% |
$92.6M - $112M
|
53M
$1.82B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.07M+ 16.38% |
$53.1M - $64.1M
|
14.7M
$503M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.66M+ 81.41% |
$42.7M - $51.5M
|
3.7M
$127M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.55MNew |
$39.8M - $48.1M
|
1.55M
$53.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31M+ 252.36% |
$33.7M - $40.6M
|
1.83M
$62.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.16MNew |
$29.8M - $35.9M
|
1.16M
$39.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07MNew |
$27.5M - $33.1M
|
1.07M
$36.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
950KNew |
$24.4M - $29.5M
|
950K
$32.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
844K+ 107.45% |
$21.7M - $26.2M
|
1.63M
$55.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
834K+ 43.87% |
$21.4M - $25.9M
|
2.73M
$93.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
815K+ 52.2% |
$21M - $25.3M
|
2.38M
$81.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
805KNew |
$20.7M - $25M
|
805K
$27.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
747K+ 56.31% |
$19.2M - $23.2M
|
2.07M
$71M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
702K+ 15.19% |
$18.1M - $21.8M
|
5.32M
$182M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
662K+ 36.59% |
$17M - $20.5M
|
2.47M
$84.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
647K+ 127.9% |
$16.6M - $20.1M
|
1.15M
$39.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
587K+ 75.15% |
$15.1M - $18.2M
|
1.37M
$46.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
579K+ 34.25% |
$14.9M - $18M
|
2.27M
$77.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
579KNew |
$14.9M - $17.9M
|
579K
$19.8M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
565K+ 142.33% |
$14.5M - $17.5M
|
963K
$33M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
474K+ 89.42% |
$12.2M - $14.7M
|
1M
$34.4M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
459KNew |
$11.8M - $14.2M
|
459K
$15.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
414K+ 1028.79% |
$10.6M - $12.8M
|
454K
$15.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
403KNew |
$10.4M - $12.5M
|
403K
$13.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
400KNew |
$10.3M - $12.4M
|
400K
$13.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
373K+ 366.37% |
$9.59M - $11.6M
|
475K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
347K+ 163.38% |
$8.92M - $10.8M
|
560K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
329K+ 117.56% |
$8.45M - $10.2M
|
609K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
299K+ 1011.86% |
$7.67M - $9.26M
|
328K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
298KNew |
$7.65M - $9.24M
|
298K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
287K+ 156.58% |
$7.38M - $8.9M
|
470K
$16.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
281K+ 47.35% |
$7.22M - $8.72M
|
875K
$30M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
269KNew |
$6.9M - $8.33M
|
269K
$9.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
268KNew |
$6.88M - $8.3M
|
268K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
260K+ 5.92% |
$6.69M - $8.07M
|
4.65M
$159M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
257KNew |
$6.61M - $7.98M
|
257K
$8.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
248KNew |
$6.37M - $7.69M
|
248K
$8.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
247K+ 190.48% |
$6.34M - $7.65M
|
376K
$12.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
245K+ 25.53% |
$6.31M - $7.61M
|
1.21M
$41.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
239K+ 11.01% |
$6.15M - $7.43M
|
2.41M
$82.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
232K+ 506.98% |
$5.97M - $7.21M
|
278K
$9.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
228K+ 147.28% |
$5.85M - $7.07M
|
382K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
217K+ 654.01% |
$5.59M - $6.75M
|
251K
$8.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
211K+ 28.12% |
$5.43M - $6.55M
|
962K
$33M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
204K+ 142.43% |
$5.24M - $6.32M
|
347K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
197K+ 365.07% |
$5.07M - $6.12M
|
251K
$8.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
195K+ 46.28% |
$5M - $6.04M
|
615K
$21.1M
|