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
|
Financial Insights, Inc.
|
BUY
|
- |
187KNew |
$4.79M - $5.79M
|
187K
$6.44M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
185KNew |
$4.75M - $5.74M
|
185K
$6.39M
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
180KNew |
$4.63M - $5.59M
|
180K
$6.23M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
180K+ 296.81% |
$4.62M - $5.57M
|
240K
$8.29M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
173K+ 25.54% |
$4.45M - $5.37M
|
852K
$29.4M
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
166KNew |
$4.27M - $5.15M
|
166K
$5.74M
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
164KNew |
$4.21M - $5.08M
|
164K
$5.66M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
156K+ 42.8% |
$4.02M - $4.85M
|
522K
$18M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
145KNew |
$3.72M - $4.49M
|
145K
$5M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
141K+ 53.37% |
$3.63M - $4.38M
|
406K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
141K+ 20.32% |
$3.62M - $4.37M
|
834K
$28.8M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
139KNew |
$3.58M - $4.32M
|
139K
$4.81M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
136K+ 40.98% |
$3.49M - $4.21M
|
467K
$16.1M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133K+ 107.41% |
$3.42M - $4.13M
|
257K
$8.88M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
128K+ 1030.84% |
$3.29M - $3.97M
|
140K
$4.85M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
128KNew |
$3.28M - $3.96M
|
128K
$4.41M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126K+ 23.45% |
$3.23M - $3.9M
|
661K
$22.8M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
121K+ 3.29% |
$3.11M - $3.75M
|
3.79M
$131M
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
118K+ 187.81% |
$3.03M - $3.66M
|
181K
$6.25M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
116K+ 24.83% |
$2.97M - $3.59M
|
582K
$20.1M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
114K+ 14.41% |
$2.94M - $3.54M
|
907K
$31.3M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
104K+ 127.23% |
$2.68M - $3.24M
|
186K
$6.44M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
102K+ 3.11% |
$2.63M - $3.18M
|
3.39M
$117M
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
97.6K+ 641.01% |
$2.51M - $3.03M
|
113K
$3.9M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
94.7K+ 316.4% |
$2.43M - $2.94M
|
125K
$4.3M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.3K+ 22.31% |
$2.42M - $2.93M
|
517K
$17.9M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
87.3K+ 17.95% |
$2.24M - $2.71M
|
574K
$19.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
83.7K+ 183.11% |
$2.15M - $2.6M
|
129K
$4.47M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
81.8KNew |
$2.1M - $2.54M
|
81.8K
$2.83M
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
79KNew |
$2.03M - $2.45M
|
79K
$2.73M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
76.3KNew |
$1.96M - $2.37M
|
76.3K
$2.63M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
73K+ 37.07% |
$1.88M - $2.27M
|
270K
$9.32M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
68.9K+ 75.7% |
$1.77M - $2.14M
|
160K
$5.52M
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
68KNew |
$1.75M - $2.11M
|
68K
$2.35M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
68KNew |
$1.75M - $2.11M
|
68K
$2.35M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
66.9KNew |
$1.72M - $2.08M
|
66.9K
$2.31M
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
66.7K+ 572.38% |
$1.71M - $2.07M
|
78.4K
$2.71M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
66.6K+ 286.96% |
$1.71M - $2.07M
|
89.8K
$3.1M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.1K+ 501.05% |
$1.7M - $2.05M
|
79.3K
$2.74M
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 5.09% |
$1.67M - $2.01M
|
1.34M
$46.2M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
62.5KNew |
$1.61M - $1.94M
|
62.5K
$2.16M
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
62K+ 51652.5% |
$1.59M - $1.92M
|
62.1K
$2.14M
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
58.3KNew |
$1.5M - $1.81M
|
58.3K
$2.01M
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
58.3K+ 7.61% |
$1.5M - $1.81M
|
824K
$28.4M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
57.1K+ 236.01% |
$1.47M - $1.77M
|
81.2K
$2.81M
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
56.8KNew |
$1.46M - $1.76M
|
56.8K
$1.96M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.6K+ 6.89% |
$1.46M - $1.76M
|
879K
$30.3M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
55.2K+ 610.82% |
$1.42M - $1.71M
|
64.2K
$2.22M
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
53.5KNew |
$1.38M - $1.66M
|
53.5K
$1.85M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
53K+ 3551.47% |
$1.36M - $1.64M
|
54.5K
$1.88M
|