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 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
50.9KNew |
$1.31M - $1.58M
|
50.9K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
50.1KNew |
$1.29M - $1.55M
|
50.1K
$1.73M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48K+ 8.01% |
$1.23M - $1.49M
|
647K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.6KNew |
$1.22M - $1.48M
|
47.6K
$1.65M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
47.5KNew |
$1.22M - $1.47M
|
47.5K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 23.47% |
$1.22M - $1.47M
|
249K
$8.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.3K+ 60.97% |
$1.22M - $1.47M
|
125K
$4.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
47.3K+ 4.17% |
$1.21M - $1.47M
|
1.18M
$40.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
46.9K+ 496.27% |
$1.21M - $1.46M
|
56.4K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.3K+ 4.53% |
$1.09M - $1.31M
|
976K
$33.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
40.7K+ 6.56% |
$1.05M - $1.26M
|
661K
$22.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
39.8K+ 68.29% |
$1.02M - $1.24M
|
98.1K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
39.6K+ 551.97% |
$1.02M - $1.23M
|
46.8K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.02M - $1.23M
|
39.5K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
38.8K+ 40.14% |
$996K - $1.2M
|
135K
$4.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
38.7KNew |
$994K - $1.2M
|
38.7K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
38.4K+ 6.86% |
$987K - $1.19M
|
598K
$20.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
37.9K+ 30.01% |
$975K - $1.18M
|
164K
$5.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
37.9KNew |
$975K - $1.18M
|
37.9K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
37.7K+ 75.93% |
$968K - $1.17M
|
87.3K
$3.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36.7K+ 19.23% |
$942K - $1.14M
|
227K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36.3K+ 23.62% |
$934K - $1.13M
|
190K
$6.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
36.2K+ 3.99% |
$930K - $1.12M
|
944K
$32.6M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
35K+ 2.49% |
$901K - $1.09M
|
1.44M
$49.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.9K+ 24.74% |
$898K - $1.08M
|
176K
$6.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
34.8K+ 15.44% |
$894K - $1.08M
|
260K
$8.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34.7K+ 67.62% |
$892K - $1.08M
|
86.1K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.7KNew |
$891K - $1.08M
|
34.7K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.3K+ 21.98% |
$881K - $1.06M
|
190K
$6.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
34.1K+ 56.85% |
$877K - $1.06M
|
94.1K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
34KNew |
$874K - $1.06M
|
34K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
33.9KNew |
$872K - $1.05M
|
33.9K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
33.9K+ 19.87% |
$871K - $1.05M
|
204K
$7.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.9K+ 11.66% |
$871K - $1.05M
|
325K
$11.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
33.5K+ 3.68% |
$861K - $1.04M
|
944K
$32.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
32.7KNew |
$841K - $1.02M
|
32.7K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
32.5KNew |
$836K - $1.01M
|
32.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
31.6KNew |
$813K - $981K
|
31.6K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29.7KNew |
$764K - $922K
|
29.7K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29K+ 1109.08% |
$744K - $898K
|
31.6K
$1.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
29KNew |
$744K - $898K
|
29K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.6K+ 17.45% |
$710K - $857K
|
186K
$6.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.3K+ 234.82% |
$702K - $847K
|
38.9K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 4.97% |
$696K - $840K
|
572K
$19.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
26.3KNew |
$676K - $816K
|
26.3K
$908K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
26.1K+ 56.8% |
$671K - $810K
|
72.1K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25.8K+ 5.11% |
$663K - $801K
|
531K
$18.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25.6K+ 4.42% |
$659K - $795K
|
606K
$20.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
25.5KNew |
$654K - $790K
|
25.5K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.2K+ 66.64% |
$622K - $751K
|
60.5K
$2.09M
|