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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.78K+ 0.59% |
$45.8K - $55.2K
|
303K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.71K+ 5.26% |
$44K - $53.2K
|
34.3K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.6K+ 11.97% |
$41.1K - $49.7K
|
15K
$517K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.59K+ 1.91% |
$40.8K - $49.3K
|
84.7K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.54K+ 2.8% |
$39.7K - $47.9K
|
56.6K
$1.96M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.51K+ 5.48% |
$38.8K - $46.9K
|
29.1K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.47K+ 100.0% |
$37.7K - $45.5K
|
2.94K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.43K+ 0.67% |
$36.8K - $44.4K
|
214K
$7.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 7.43% |
$35.8K - $43.2K
|
20.1K
$696K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.39K+ 5.14% |
$35.8K - $43.2K
|
28.5K
$984K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 17.08% |
$35.5K - $42.9K
|
9.47K
$327K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.37K+ 3.07% |
$35.1K - $42.3K
|
45.8K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
1.36KNew |
$34.9K - $42.1K
|
1.36K
$46.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 5.01% |
$33.4K - $40.3K
|
27.2K
$940K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.29K+ 9.41% |
$33K - $39.9K
|
14.9K
$516K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.25K+ 8.29% |
$32.2K - $38.8K
|
16.4K
$565K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.16K+ 2.29% |
$29.9K - $36K
|
51.8K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.12K+ 10.85% |
$28.9K - $34.8K
|
11.5K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.1K+ 4.11% |
$28.2K - $34.1K
|
27.9K
$962K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.02K+ 3.75% |
$26.3K - $31.7K
|
28.3K
$977K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
966+ 6.5% |
$24.8K - $30K
|
15.8K
$546K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
963+ 9.64% |
$24.7K - $29.9K
|
11K
$378K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
941+ 20.42% |
$24.2K - $29.2K
|
5.55K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
930+ 2.31% |
$23.9K - $28.8K
|
41.1K
$1.42M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
902+ 0.4% |
$23.2K - $28K
|
226K
$7.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
869+ 6.27% |
$22.3K - $27K
|
14.7K
$509K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
847+ 11.8% |
$21.8K - $26.3K
|
8.03K
$277K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
795+ 0.21% |
$20.4K - $24.7K
|
386K
$13.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
773New |
$19.9K - $24K
|
773
$26.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
763+ 0.04% |
$19.6K - $23.7K
|
1.81M
$62.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
763+ 21.59% |
$19.6K - $23.7K
|
4.3K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
711+ 2.79% |
$18.3K - $22.1K
|
26.2K
$904K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
676+ 8.37% |
$17.4K - $21K
|
8.75K
$302K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
672+ 14.69% |
$17.3K - $20.8K
|
5.25K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
667+ 0.27% |
$17.1K - $20.7K
|
249K
$8.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
631+ 0.18% |
$16.2K - $19.6K
|
351K
$12.1M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
596+ 1.1% |
$15.3K - $18.5K
|
54.7K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
517+ 11.94% |
$13.3K - $16K
|
4.85K
$167K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
513New |
$13.2K - $15.9K
|
513
$17.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
499New |
$12.8K - $15.5K
|
499
$17.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
437+ 4.66% |
$11.2K - $13.6K
|
9.81K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
433+ 0.24% |
$11.1K - $13.4K
|
178K
$6.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
432New |
$11.1K - $13.4K
|
432
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
399+ 0.7% |
$10.3K - $12.4K
|
57.8K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
377+ 1.46% |
$9.69K - $11.7K
|
26.2K
$906K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
374+ 2.79% |
$9.61K - $11.6K
|
13.8K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
343+ 0.27% |
$8.82K - $10.6K
|
129K
$4.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
322+ 3.31% |
$8.28K - $9.99K
|
10K
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
302+ 1.52% |
$7.76K - $9.37K
|
20.1K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
299+ 1.61% |
$7.68K - $9.27K
|
18.9K
$651K
|