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 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-89.4K- 3.18% |
$2.3M - $2.77M
|
2.72M
$95.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-90.3K- 28.93% |
$2.32M - $2.8M
|
222K
$7.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-92.7K- 55.98% |
$2.38M - $2.87M
|
72.9K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-106K- 2.93% |
$2.71M - $3.28M
|
3.5M
$123M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-114K- 10.71% |
$2.92M - $3.53M
|
948K
$33.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-127K- 80.34% |
$3.26M - $3.94M
|
31K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-136K- 84.19% |
$3.5M - $4.23M
|
25.6K
$902K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-138K- 39.21% |
$3.54M - $4.27M
|
214K
$7.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142K- 25.69% |
$3.65M - $4.41M
|
411K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-143K- 89.09% |
$3.67M - $4.43M
|
17.5K
$617K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-143K- 8.57% |
$3.68M - $4.44M
|
1.53M
$53.9M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-156K- 55.58% |
$4.01M - $4.85M
|
125K
$4.4M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-162K- 58.88% |
$4.16M - $5.02M
|
113K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-165K- 93.98% |
$4.23M - $5.11M
|
10.5K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-169K- 25.39% |
$4.34M - $5.23M
|
496K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-177K- 4.93% |
$4.55M - $5.49M
|
3.42M
$120M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-177K- 4.93% |
$4.55M - $5.49M
|
3.42M
$120M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-183K- 61.78% |
$4.71M - $5.69M
|
113K
$4M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-198K- 3.64% |
$5.1M - $6.15M
|
5.25M
$185M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-203K- 2.98% |
$5.21M - $6.29M
|
6.6M
$233M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-230K- 3.42% |
$5.91M - $7.13M
|
6.49M
$229M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-250K- 19.69% |
$6.43M - $7.76M
|
1.02M
$36M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-325K- 3.09% |
$8.36M - $10.1M
|
10.2M
$359M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-353K- 62.52% |
$9.08M - $11M
|
212K
$7.46M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-360K- 54.92% |
$9.25M - $11.2M
|
296K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-364K- 97.72% |
$9.34M - $11.3M
|
8.5K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-749K- 88.82% |
$19.3M - $23.2M
|
94.3K
$3.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-811K- 88.37% |
$20.8M - $25.1M
|
107K
$3.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.2M- 38.11% |
$30.7M - $37.1M
|
1.94M
$68.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.21M- 99.23% |
$31M - $37.4M
|
9.38K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.51M- 83.71% |
$38.9M - $46.9M
|
294K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.64M- 93.76% |
$93.6M - $113M
|
242K
$8.55M
|