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
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
24.1K
+ 20.31%
$620K - $748K
143K $4.93M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
23.9K
+ 11.11%
$615K - $742K
239K $8.26M
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
23.7K
+ 228.53%
$610K - $736K
34.1K $1.18M
Jan 26, 2023 Q4 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
20.8K
+ 163.64%
$536K - $647K
33.6K $1.16M
Jan 10, 2023 Q4 2022
Bcs Wealth Management

BUY
 -
20.8K
+ 68.09%
$536K - $647K
51.5K $1.78M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
20.3K
New
$520K - $628K
20.3K $699K
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
20.1K
New
$516K - $623K
20.1K $694K
Feb 03, 2023 Q4 2022
Jackson Creek Investment Advisors LLC

BUY
 -
20.1K
+ 143.98%
$516K - $622K
34K $1.17M
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
19.6K
+ 47.63%
$504K - $608K
60.8K $2.1M
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
19.5K
New
$502K - $606K
19.5K $675K
Feb 14, 2023 Q4 2022
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
19.2K
New
$493K - $595K
19.2K $663K
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
19.1K
+ 1.28%
$492K - $594K
1.52M $52.5M
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
19.1K
+ 81.21%
$491K - $593K
42.6K $1.47M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
19.1K
+ 7.71%
$491K - $592K
267K $9.22M
Jan 19, 2023 Q4 2022
Mc Namara Financial Services, Inc.

BUY
 -
18.6K
+ 1.22%
$479K - $578K
1.55M $53.5M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
18.6K
New
$478K - $577K
18.6K $642K
Jan 12, 2023 Q4 2022
Heartwood Wealth Advisors LLC

BUY
 -
18.4K
+ 12.37%
$472K - $569K
167K $5.76M
Feb 08, 2023 Q4 2022
River Street Advisors LLC

Aurora, IL
BUY
 -
18.3K
New
$469K - $567K
18.3K $631K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
17.5K
New
$451K - $544K
17.5K $606K
Feb 13, 2023 Q4 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
16.9K
New
$434K - $524K
16.9K $583K
Feb 02, 2023 Q4 2022
Penobscot Wealth Management

BUY
 -
16.8K
+ 154.41%
$432K - $521K
27.7K $955K
Jan 11, 2023 Q4 2022
Acropolis Investment Management, LLC

BUY
 -
16.7K
New
$428K - $517K
16.7K $575K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
16.1K
+ 9.58%
$414K - $500K
184K $6.37M
Jan 23, 2023 Q4 2022
Astoria Portfolio Advisors Llc.

BUY
 -
15.7K
+ 11.48%
$403K - $487K
152K $5.26M
Feb 14, 2023 Q4 2022
Family Legacy, Inc.

BUY
 -
15.7K
+ 15.96%
$402K - $486K
114K $3.93M
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
15.6K
+ 73.87%
$402K - $485K
36.8K $1.27M
Feb 14, 2023 Q4 2022
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
15.5K
New
$398K - $480K
15.5K $534K
Jun 13, 2023 Q4 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
15.4K
+ 1.55%
$395K - $477K
1M $34.7M
Oct 18, 2024 Q4 2022
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
15.2K
+ 85.21%
$390K - $471K
33K $1.14M
Feb 02, 2023 Q4 2022
Garrett Wealth Advisory Group, LLC

BUY
 -
14.6K
+ 4.5%
$375K - $453K
340K $11.7M
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
14.2K
+ 1929.52%
$364K - $440K
14.9K $515K
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
14.1K
+ 64.56%
$361K - $436K
35.8K $1.24M
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
14K
+ 25.31%
$359K - $434K
69.2K $2.39M
Feb 07, 2023 Q4 2022
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
13.6K
New
$350K - $423K
13.6K $471K
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
13.3K
New
$342K - $413K
13.3K $460K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
13.3K
+ 9.84%
$342K - $413K
149K $5.13M
Jul 10, 2024 Q4 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
13.2K
+ 4.33%
$338K - $408K
317K $10.9M
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
12.7K
New
$326K - $393K
12.7K $438K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
12.7K
New
$325K - $393K
12.7K $437K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
12.4K
+ 56.89%
$319K - $385K
34.2K $1.18M
Feb 07, 2023 Q4 2022
Dakota Wealth Management

BUY
 -
12.3K
New
$317K - $382K
12.3K $426K
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
12.3K
+ 62.85%
$317K - $382K
31.9K $1.1M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
11.9K
+ 12.62%
$305K - $368K
106K $3.66M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
11.7K
New
$300K - $362K
11.7K $403K
Feb 13, 2023 Q4 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
11.6K
New
$299K - $360K
11.6K $401K
Jan 05, 2023 Q4 2022
Waller Financial Planning Group, Inc

BUY
 -
11.4K
+ 0.85%
$292K - $353K
1.35M $46.7M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
11.2K
New
$289K - $348K
11.2K $388K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
10.8K
+ 11.66%
$278K - $335K
103K $3.57M
Feb 09, 2023 Q4 2022
Goodman Financial Corp

Houston, TX
BUY
 -
10.7K
+ 1.71%
$276K - $333K
637K $22M

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