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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.77K- 2.76% |
$45.4K - $54.8K
|
62.4K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 0.23% |
$46.1K - $55.6K
|
771K
$26.6M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.85K- 19.2% |
$47.5K - $57.4K
|
7.78K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 9.33% |
$48.6K - $58.6K
|
18.4K
$633K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.06K- 7.87% |
$52.9K - $63.9K
|
24.1K
$831K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-2.14K- 3.09% |
$55K - $66.4K
|
67.2K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.16K- 3.3% |
$55.6K - $67.1K
|
63.5K
$2.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.18K- 1.68% |
$56.1K - $67.7K
|
128K
$4.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.19K- 3.88% |
$56.4K - $68.1K
|
54.4K
$1.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.21K- 6.72% |
$56.7K - $68.5K
|
30.7K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.25K- 21.51% |
$57.7K - $69.6K
|
8.19K
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.26K- 19.66% |
$58.1K - $70.1K
|
9.23K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-2.39K- 20.66% |
$61.5K - $74.3K
|
9.2K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2.44K- 4.64% |
$62.8K - $75.8K
|
50.1K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.5K- 12.93% |
$64.2K - $77.5K
|
16.8K
$580K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.52K- 0.11% |
$64.7K - $78.1K
|
2.28M
$78.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.53K- 5.26% |
$65.1K - $78.6K
|
45.6K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.67K- 19.42% |
$68.5K - $82.7K
|
11.1K
$381K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.78K- 5.94% |
$71.3K - $86.1K
|
43.9K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.81K- 1.53% |
$72.3K - $87.2K
|
181K
$6.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.9K- 18.61% |
$74.5K - $90K
|
12.7K
$437K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.9K- 5.59% |
$74.5K - $90K
|
48.9K
$1.69M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.91K- 55.6% |
$74.8K - $90.2K
|
2.32K
$80.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.06K- 2.32% |
$78.6K - $94.9K
|
129K
$4.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.12K- 3.62% |
$80.1K - $96.7K
|
82.9K
$2.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.16K- 1.51% |
$81.2K - $98K
|
207K
$7.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.18K- 3.03% |
$81.6K - $98.6K
|
102K
$3.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.27K- 4.18% |
$84.1K - $101K
|
74.9K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.28K- 5.19% |
$84.2K - $102K
|
59.8K
$2.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.28K- 13.59% |
$84.3K - $102K
|
20.9K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.36K- 2.56% |
$86.2K - $104K
|
128K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.38K- 5.14% |
$86.9K - $105K
|
62.4K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.41K- 12.98% |
$87.7K - $106K
|
22.9K
$788K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3.45K- 15.26% |
$88.7K - $107K
|
19.2K
$661K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.45K- 12.78% |
$88.7K - $107K
|
23.6K
$812K
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-3.46K- 4.76% |
$88.8K - $107K
|
69.2K
$2.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.46K- 11.03% |
$88.9K - $107K
|
27.9K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.49K- 11.06% |
$89.7K - $108K
|
28.1K
$967K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-3.56K- 9.77% |
$91.4K - $110K
|
32.9K
$1.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-3.63K- 8.44% |
$93.3K - $113K
|
39.4K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.07K- 24.73% |
$105K - $126K
|
12.4K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-4.19K- 7.65% |
$108K - $130K
|
50.6K
$1.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-4.27K- 21.37% |
$110K - $133K
|
15.7K
$542K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.75K- 5.05% |
$122K - $147K
|
89.4K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.83K- 21.42% |
$124K - $150K
|
17.7K
$611K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.85K- 3.07% |
$125K - $150K
|
153K
$5.28M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.04K- 26.36% |
$129K - $156K
|
14.1K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.08K- 41.25% |
$131K - $158K
|
7.23K
$249K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.13K- 2.51% |
$132K - $159K
|
199K
$6.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-5.45K- 2.11% |
$140K - $169K
|
252K
$8.7M
|