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 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-21.1K- 18.9% |
$542K - $654K
|
90.4K
$3.12M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.3K- 4.45% |
$547K - $661K
|
457K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.6K- 9.3% |
$608K - $733K
|
231K
$7.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24K- 6.26% |
$616K - $744K
|
359K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24.7K- 11.43% |
$634K - $766K
|
191K
$6.61M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24.7K- 11.43% |
$634K - $766K
|
191K
$6.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-25.5K- 41.2% |
$656K - $792K
|
36.4K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.6K- 9.97% |
$658K - $794K
|
231K
$7.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-25.9K- 5.46% |
$667K - $805K
|
449K
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-26.9K- 17.64% |
$692K - $835K
|
126K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-29.7KClosed |
$764K - $922K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-30K- 41.1% |
$772K - $932K
|
43.1K
$1.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-30.3K- 55.04% |
$779K - $941K
|
24.8K
$855K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-30.4K- 4.39% |
$782K - $944K
|
662K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-31.3K- 7.91% |
$804K - $971K
|
364K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-31.8K- 9.01% |
$817K - $987K
|
321K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.5K- 10.56% |
$836K - $1.01M
|
275K
$9.51M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-32.9K- 9.52% |
$845K - $1.02M
|
313K
$10.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-34.1K- 24.33% |
$876K - $1.06M
|
106K
$3.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-35.6K- 2.86% |
$915K - $1.1M
|
1.21M
$41.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-35.9K- 20.48% |
$923K - $1.11M
|
139K
$4.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-38.3K- 16.46% |
$984K - $1.19M
|
194K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-40.1K- 20.81% |
$1.03M - $1.24M
|
153K
$5.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42.9K- 18.01% |
$1.1M - $1.33M
|
195K
$6.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.6K- 6.53% |
$1.12M - $1.35M
|
625K
$21.6M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.7K- 26.35% |
$1.12M - $1.36M
|
122K
$4.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-45K- 28.61% |
$1.16M - $1.39M
|
112K
$3.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-46K- 11.7% |
$1.18M - $1.43M
|
347K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-49.1K- 27.74% |
$1.26M - $1.52M
|
128K
$4.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-49.2K- 45.05% |
$1.27M - $1.53M
|
60.1K
$2.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-51.8K- 63.14% |
$1.33M - $1.61M
|
30.2K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-54.3K- 6.19% |
$1.4M - $1.69M
|
823K
$28.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-57.1K- 18.98% |
$1.47M - $1.77M
|
244K
$8.41M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.6K- 79.14% |
$1.51M - $1.82M
|
15.5K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-58.6K- 79.14% |
$1.51M - $1.82M
|
15.5K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-59.3K- 77.41% |
$1.52M - $1.84M
|
17.3K
$597K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-59.4K- 35.11% |
$1.53M - $1.84M
|
110K
$3.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-61.2K- 64.59% |
$1.57M - $1.9M
|
33.6K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-63.2K- 50.69% |
$1.62M - $1.96M
|
61.5K
$2.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-64.6K- 68.73% |
$1.66M - $2M
|
29.4K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-65.1K- 2.91% |
$1.67M - $2.02M
|
2.18M
$75.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-66K- 83.29% |
$1.7M - $2.05M
|
13.2K
$457K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-67.3K- 78.77% |
$1.73M - $2.09M
|
18.1K
$626K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-74.3K- 25.35% |
$1.91M - $2.3M
|
219K
$7.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79K- 2.52% |
$2.03M - $2.45M
|
3.06M
$106M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82.9K- 38.43% |
$2.13M - $2.57M
|
133K
$4.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-83.7K- 80.77% |
$2.15M - $2.6M
|
19.9K
$688K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-87.6K- 36.36% |
$2.25M - $2.72M
|
153K
$5.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-89.1K- 80.31% |
$2.29M - $2.76M
|
21.8K
$754K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-89.4K- 3.18% |
$2.3M - $2.77M
|
2.72M
$93.9M
|