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 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
299+ 1.61% |
$7.68K - $9.27K
|
18.9K
$665K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
296+ 3.41% |
$7.61K - $9.18K
|
8.97K
$316K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
288+ 1.15% |
$7.4K - $8.93K
|
25.4K
$896K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
280+ 3.56% |
$7.2K - $8.69K
|
8.14K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
250+ 1.15% |
$6.43K - $7.76K
|
22K
$776K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
242New |
$6.22K - $7.51K
|
242
$8.53K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
236+ 2.8% |
$6.07K - $7.32K
|
8.66K
$305K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
225New |
$5.78K - $6.98K
|
225
$7.93K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
214+ 0.15% |
$5.5K - $6.64K
|
139K
$4.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
209+ 0.56% |
$5.37K - $6.48K
|
37.8K
$1.33M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
198+ 2.48% |
$5.09K - $6.14K
|
8.18K
$288K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
198+ 0.73% |
$5.09K - $6.14K
|
27.3K
$962K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
184+ 13.68% |
$4.73K - $5.71K
|
1.53K
$53.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
174+ 1.14% |
$4.47K - $5.4K
|
15.4K
$542K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
134+ 1.14% |
$3.44K - $4.16K
|
11.9K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
131+ 1.23% |
$3.37K - $4.06K
|
10.8K
$379K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
109+ 1.14% |
$2.8K - $3.38K
|
9.7K
$342K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
104+ 3.3% |
$2.67K - $3.23K
|
3.25K
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 181.82% |
$2.57K - $3.1K
|
155
$5.46K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$2.57K - $3.1K
|
100
$3.53K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
82New |
$2.11K - $2.54K
|
82
$2.89K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
79New |
$2.03K - $2.45K
|
79
$2.78K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
67+ 0.27% |
$1.72K - $2.08K
|
24.5K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
47+ 0.04% |
$1.21K - $1.46K
|
117K
$4.12M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
47+ 0.57% |
$1.21K - $1.46K
|
8.24K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 13.47% |
$1.16K - $1.4K
|
379
$13.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
39+ 0.34% |
$1K - $1.21K
|
11.4K
$400K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$771 - $931
|
30
$1.06K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
26+ 0.03% |
$668 - $807
|
76.4K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 0.41% |
$411 - $496
|
3.9K
$138K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13+ 0.16% |
$334 - $403
|
8.15K
$287K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.02% |
$283 - $341
|
61K
$2.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
11+ 1.2% |
$283 - $341
|
931
$32.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 1.19% |
$129 - $155
|
426
$15K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 4.4% |
$103 - $124
|
95
$3.35K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.15% |
$103 - $124
|
2.69K
$94.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$77.1 - $93.1
|
1.05K
$36.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.15% |
$51.4 - $62
|
176
$6.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$25.7 - $31
|
7.24K
$255K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-9- 0.05% |
$231 - $279
|
19.8K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.93% |
$360 - $434
|
1.5K
$52.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 0.24% |
$386 - $465
|
6.3K
$222K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 0.8% |
$565 - $682
|
2.73K
$96.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-24- 0.04% |
$617 - $744
|
58.4K
$2.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-34- 0.17% |
$874 - $1.05K
|
19.6K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-41- 0.23% |
$1.05K - $1.27K
|
18.2K
$640K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-51- 0.19% |
$1.31K - $1.58K
|
27.3K
$961K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 0.39% |
$2.47K - $2.98K
|
24.7K
$871K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-181- 16.02% |
$4.65K - $5.61K
|
949
$33.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-193- 13.82% |
$4.96K - $5.99K
|
1.2K
$42.4K
|