Purchases and Sales Made in Q4 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 19, 2023 Q4 2022
Wealth Care Investment Partners, LLC

SELL
 -
-5.47K
- 21.87%
$141K - $170K
19.5K $673K
Feb 15, 2023 Q4 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-5.48K
- 12.83%
$141K - $170K
37.2K $1.28M
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-5.72K
- 29.57%
$147K - $178K
13.6K $470K
Feb 03, 2023 Q4 2022
Newport Capital Group, LLC

SELL
 -
-5.85K
- 25.87%
$150K - $181K
16.8K $578K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-5.98K
- 6.43%
$154K - $185K
87K $3M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

SELL
 -
-6.67K
- 7.81%
$171K - $207K
78.6K $2.71M
Feb 06, 2023 Q4 2022
Nova Point Capital, LLC

SELL
 -
-6.73K
- 4.84%
$173K - $209K
132K $4.56M
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

SELL
 -
-6.91K
- 15.31%
$177K - $214K
38.2K $1.32M
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

SELL
 -
-7K
- 14.63%
$180K - $217K
40.9K $1.41M
Feb 10, 2023 Q4 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-7.02K
- 3.73%
$180K - $218K
181K $6.25M
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

SELL
 -
-7.03K
- 3.42%
$181K - $218K
199K $6.85M
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

SELL
 -
-7.35K
- 92.46%
$189K - $228K
599 $20.6K
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-7.42K
Closed
$191K - $230K
0 $0
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-7.72K
- 6.06%
$198K - $240K
120K $4.13M
Feb 14, 2023 Q4 2022
Strategic Financial Planning, Inc.

SELL
 -
-8.01K
- 2.47%
$206K - $249K
317K $10.9M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-8.12K
- 1.28%
$209K - $252K
629K $21.7M
Feb 03, 2023 Q4 2022
American Investment Services, Inc.

SELL
 -
-8.23K
- 7.06%
$211K - $255K
108K $3.73M
Jan 31, 2023 Q4 2022
Cabot Wealth Management Inc

SELL
 -
-8.23K
- 12.95%
$212K - $255K
55.3K $1.91M
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-8.44K
- 9.6%
$217K - $262K
79.5K $2.74M
Feb 08, 2023 Q4 2022
Gryphon Financial Partners LLC

SELL
 -
-9.11K
- 44.14%
$234K - $282K
11.5K $397K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

SELL
 -
-9.23K
- 2.23%
$237K - $286K
404K $13.9M
Feb 13, 2023 Q4 2022
Financial Planning & Information Services, Inc.

SELL
 -
-9.28K
- 9.59%
$238K - $288K
87.4K $3.01M
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-9.32K
- 6.53%
$240K - $289K
133K $4.6M
Feb 10, 2023 Q4 2022
Nbt Bank N A

SELL
 -
-10.2K
- 9.05%
$263K - $317K
103K $3.55M
Feb 09, 2023 Q4 2022
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-10.3K
- 9.7%
$264K - $319K
95.6K $3.29M
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

SELL
 -
-10.3K
- 22.23%
$266K - $321K
36.2K $1.25M
Jan 31, 2023 Q4 2022
Spc Financial, Inc.

SELL
 -
-10.8K
- 5.76%
$278K - $335K
177K $6.1M
Feb 08, 2023 Q4 2022
Advance Capital Management, Inc.

Southfield, MI
SELL
 -
-11.1K
- 51.4%
$287K - $346K
10.5K $363K
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-11.5K
- 15.98%
$295K - $356K
60.4K $2.08M
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-11.8K
- 11.78%
$303K - $366K
88.4K $3.05M
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-11.9K
- 15.71%
$306K - $370K
64K $2.2M
Feb 09, 2023 Q4 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-12.1K
- 7.24%
$310K - $375K
155K $5.33M
Feb 06, 2023 Q4 2022
Treasure Coast Financial Planning

SELL
 -
-12.4K
- 2.56%
$319K - $385K
472K $16.3M
Jan 20, 2023 Q4 2022
Bck Partners, Inc.

SELL
 -
-12.8K
- 32.2%
$329K - $397K
27K $930K
Jan 20, 2023 Q4 2022
Landmark Wealth Management, LLC

SELL
 -
-12.9K
- 3.36%
$332K - $401K
373K $12.8M
Feb 06, 2023 Q4 2022
Wrapmanager Inc

SELL
 -
-13.5K
- 6.4%
$346K - $418K
197K $6.8M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

SELL
 -
-14.2K
- 2.95%
$364K - $440K
466K $16.1M
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-14.4K
- 25.88%
$370K - $447K
41.3K $1.42M
Feb 10, 2023 Q4 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-14.7K
- 11.75%
$377K - $455K
110K $3.8M
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-14.8K
- 64.36%
$380K - $459K
8.19K $282K
Jan 31, 2023 Q4 2022
Graypoint LLC

SELL
 -
-15.8K
- 9.84%
$405K - $489K
144K $4.98M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-16.1K
- 9.93%
$415K - $501K
146K $5.04M
Jan 26, 2023 Q4 2022
Empowered Funds, LLC

SELL
 -
-16.6K
- 8.3%
$426K - $514K
183K $6.32M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-16.6K
- 1.07%
$427K - $516K
1.54M $52.9M
Jan 13, 2023 Q4 2022
Rodgers & Associates, LTD

SELL
 -
-17.4K
- 6.29%
$448K - $541K
260K $8.95M
Feb 14, 2023 Q4 2022
Helen Stephens Group, LLC

SELL
 -
-17.8K
- 54.09%
$457K - $552K
15.1K $520K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-18.7K
- 52.2%
$482K - $581K
17.2K $591K
Jan 06, 2023 Q4 2022
Boltwood Capital Management

SELL
 -
-19.1K
- 6.1%
$491K - $592K
294K $10.1M
Feb 16, 2023 Q4 2022
Ascent Group, LLC

SELL
 -
-19.3K
- 9.9%
$496K - $598K
176K $6.05M

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