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
|
Glassman Wealth Services
|
BUY
|
- |
10.7KNew |
$275K - $332K
|
10.7K
$370K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.6K+ 9.19% |
$273K - $330K
|
126K
$4.37M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
10.5K+ 9.91% |
$270K - $326K
|
117K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
10.4K+ 3.35% |
$267K - $323K
|
321K
$11.1M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.4K+ 53.08% |
$267K - $322K
|
30K
$1.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10K+ 10.47% |
$258K - $311K
|
106K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.65K+ 21.87% |
$248K - $299K
|
53.8K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.56K+ 4.09% |
$246K - $296K
|
243K
$8.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
9.55K+ 16.03% |
$246K - $296K
|
69.2K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.5K+ 21.87% |
$244K - $295K
|
52.9K
$1.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.4KNew |
$242K - $292K
|
9.4K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.4K+ 8.84% |
$242K - $292K
|
116K
$4M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.36KNew |
$240K - $290K
|
9.36K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.32KNew |
$240K - $289K
|
9.32K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.3K+ 11.78% |
$239K - $289K
|
88.2K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
9.24K+ 9.01% |
$237K - $287K
|
112K
$3.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.2KNew |
$236K - $285K
|
9.2K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.19K+ 8.11% |
$236K - $285K
|
123K
$4.23M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.11KNew |
$234K - $283K
|
9.11K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.07KNew |
$233K - $281K
|
9.07K
$313K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.98K+ 3.5% |
$231K - $278K
|
265K
$9.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.94K+ 1.18% |
$230K - $277K
|
768K
$26.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.85K+ 59.61% |
$227K - $274K
|
23.7K
$818K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
8.66KNew |
$223K - $269K
|
8.66K
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.6K+ 11.68% |
$221K - $267K
|
82.3K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8.48KNew |
$218K - $263K
|
8.48K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
8.37K+ 4.95% |
$215K - $260K
|
178K
$6.13M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.26K+ 50.9% |
$212K - $256K
|
24.5K
$846K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 6.11% |
$212K - $256K
|
143K
$4.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.26KNew |
$212K - $256K
|
8.26K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.84KNew |
$202K - $243K
|
7.84K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.82KNew |
$201K - $243K
|
7.82K
$270K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.81KNew |
$201K - $242K
|
7.81K
$270K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
7.78KNew |
$200K - $241K
|
7.78K
$269K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
7.58KNew |
$195K - $235K
|
7.58K
$262K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.55KNew |
$194K - $234K
|
7.55K
$261K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.54KNew |
$194K - $234K
|
7.54K
$260K
|
|
|
Feb 03, 2023
Q4 2022
|
Fairfield University
|
BUY
|
- |
7.47K+ 1.15% |
$192K - $232K
|
658K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.46K+ 3.64% |
$192K - $232K
|
213K
$7.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
7.32KNew |
$188K - $227K
|
7.32K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.29K+ 7.25% |
$187K - $226K
|
108K
$3.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
7.24KNew |
$186K - $225K
|
7.24K
$250K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.24KNew |
$186K - $224K
|
7.24K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.16KNew |
$184K - $222K
|
7.16K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
7.11K+ 90.52% |
$183K - $220K
|
15K
$516K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.1KNew |
$182K - $220K
|
7.1K
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7KNew |
$180K - $217K
|
7K
$242K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.97KNew |
$179K - $216K
|
6.97K
$241K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
6.89K+ 5.31% |
$177K - $214K
|
137K
$4.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.87KNew |
$177K - $213K
|
6.87K
$237K
|