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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6.76KNew |
$174K - $210K
|
6.76K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
6.75K+ 274.87% |
$173K - $209K
|
9.2K
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.75KNew |
$173K - $209K
|
6.75K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.69K+ 0.89% |
$172K - $208K
|
762K
$26.3M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6.63KNew |
$170K - $206K
|
6.63K
$229K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6.6K+ 2.6% |
$170K - $205K
|
261K
$9M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.29K+ 1.58% |
$162K - $195K
|
404K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.19KNew |
$159K - $192K
|
6.19K
$214K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.78K+ 3.24% |
$149K - $179K
|
184K
$6.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.72K+ 6.15% |
$147K - $177K
|
98.7K
$3.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
5.58K+ 7.59% |
$143K - $173K
|
79.1K
$2.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.39K+ 3.51% |
$138K - $167K
|
159K
$5.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.3KNew |
$136K - $164K
|
5.3K
$183K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.29K+ 3.94% |
$136K - $164K
|
140K
$4.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.88K+ 6.22% |
$125K - $151K
|
83.3K
$2.88M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.72K+ 3.9% |
$121K - $146K
|
126K
$4.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.55K+ 3.81% |
$117K - $141K
|
124K
$4.28M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.49K+ 127.05% |
$115K - $139K
|
8.02K
$277K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 127.05% |
$115K - $139K
|
8.02K
$277K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.44K+ 5.37% |
$114K - $138K
|
87.1K
$3.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.43K+ 6.18% |
$114K - $138K
|
76.2K
$2.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.29K+ 4.17% |
$110K - $133K
|
107K
$3.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.23K+ 5.48% |
$109K - $131K
|
81.3K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.15K+ 0.72% |
$107K - $129K
|
581K
$20M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.05K+ 23.57% |
$104K - $126K
|
21.2K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.04KNew |
$104K - $125K
|
4.04K
$140K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.9K+ 2.33% |
$100K - $121K
|
171K
$5.91M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.65KNew |
$93.9K - $113K
|
3.65K
$126K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$91.3K - $110K
|
3.55K
$123K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.16K+ 14.07% |
$81.1K - $97.9K
|
25.6K
$883K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.99K+ 24.02% |
$76.7K - $92.6K
|
15.4K
$532K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.9K+ 7.82% |
$74.6K - $90.1K
|
40K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.73K+ 0.24% |
$70.2K - $84.7K
|
1.15M
$39.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.65KNew |
$68.2K - $82.3K
|
2.65K
$91.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.46K+ 226.03% |
$63.1K - $76.2K
|
3.54K
$122K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.44K+ 3.11% |
$62.7K - $75.7K
|
80.9K
$2.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.39KNew |
$61.3K - $74K
|
2.39K
$82.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.35K+ 7.32% |
$60.4K - $72.9K
|
34.4K
$1.19M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.34K+ 4.25% |
$60.1K - $72.5K
|
57.3K
$1.98M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.31KNew |
$59.4K - $71.7K
|
2.31K
$79.8K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
2.21K+ 5.33% |
$56.8K - $68.6K
|
43.7K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$55.8K - $67.3K
|
2.17K
$74.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.15K+ 12.73% |
$55.2K - $66.6K
|
19K
$656K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.11KNew |
$54.1K - $65.4K
|
2.11K
$72.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 58.59% |
$52.4K - $63.2K
|
5.52K
$191K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.97K+ 2.92% |
$50.6K - $61K
|
69.3K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.89K+ 1.98% |
$48.7K - $58.8K
|
97.6K
$3.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.85K+ 13.71% |
$47.6K - $57.4K
|
15.4K
$531K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.85K+ 3.4% |
$47.5K - $57.4K
|
56.3K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.85K+ 6.62% |
$47.5K - $57.4K
|
29.8K
$1.03M
|