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 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-202- 1.86% |
$5.19K - $6.27K
|
10.6K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-208- 1.47% |
$5.35K - $6.45K
|
13.9K
$481K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-210- 1.37% |
$5.4K - $6.51K
|
15.1K
$522K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-211- 0.87% |
$5.42K - $6.55K
|
24K
$829K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-225- 39.13% |
$5.78K - $6.98K
|
350
$12.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-249- 2.38% |
$6.4K - $7.72K
|
10.2K
$353K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-275- 2.32% |
$7.07K - $8.53K
|
11.6K
$399K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-288- 53.14% |
$7.4K - $8.93K
|
254
$8.77K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-292- 19.34% |
$7.5K - $9.06K
|
1.22K
$42.1K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-296- 2.65% |
$7.61K - $9.18K
|
10.9K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-321- 49.61% |
$8.25K - $9.96K
|
326
$11.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-337- 4.25% |
$8.66K - $10.5K
|
7.59K
$262K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-363- 0.51% |
$9.33K - $11.3K
|
71.1K
$2.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-383- 1.11% |
$9.84K - $11.9K
|
34.3K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-390- 4.29% |
$10K - $12.1K
|
8.7K
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-400- 0.16% |
$10.3K - $12.4K
|
252K
$8.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-414- 1.47% |
$10.6K - $12.8K
|
27.8K
$961K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-417- 3.05% |
$10.7K - $12.9K
|
13.3K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-417- 10.2% |
$10.7K - $12.9K
|
3.67K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-470- 32.46% |
$12.1K - $14.6K
|
978
$33.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-505- 1.05% |
$13K - $15.7K
|
47.7K
$1.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-540- 0.71% |
$13.9K - $16.8K
|
75.2K
$2.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-552- 3.28% |
$14.2K - $17.1K
|
16.3K
$562K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-577- 7.31% |
$14.8K - $17.9K
|
7.32K
$253K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-592- 2.04% |
$15.2K - $18.4K
|
28.4K
$979K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-639- 16.73% |
$16.4K - $19.8K
|
3.18K
$110K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-654- 4.64% |
$16.8K - $20.3K
|
13.4K
$464K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-664- 0.58% |
$17.1K - $20.6K
|
114K
$3.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-720- 1.46% |
$18.5K - $22.3K
|
48.6K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-742- 26.62% |
$19.1K - $23K
|
2.05K
$70.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-799- 4.26% |
$20.5K - $24.8K
|
17.9K
$620K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-882- 8.72% |
$22.7K - $27.4K
|
9.23K
$319K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-915- 5.72% |
$23.5K - $28.4K
|
15.1K
$521K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-971- 0.51% |
$25K - $30.1K
|
190K
$6.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.03K- 12.18% |
$26.5K - $32K
|
7.43K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.07K- 2.38% |
$27.4K - $33K
|
43.7K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.07K- 3.3% |
$27.6K - $33.3K
|
31.5K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.17K- 6.82% |
$30K - $36.2K
|
15.9K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.2K- 0.61% |
$30.9K - $37.3K
|
197K
$6.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.28K- 1.62% |
$32.9K - $39.7K
|
78K
$2.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.3K- 0.37% |
$33.5K - $40.4K
|
348K
$12M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 0.86% |
$34K - $41K
|
152K
$5.27M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.45KClosed |
$37.2K - $44.9K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.48K- 4.12% |
$38.1K - $46K
|
34.5K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.48K- 0.5% |
$38.1K - $46K
|
297K
$10.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.52K- 2.36% |
$39.1K - $47.2K
|
62.9K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.6K- 11.61% |
$41K - $49.5K
|
12.1K
$420K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.7K- 2.71% |
$43.6K - $52.6K
|
60.9K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.7K- 0.81% |
$43.8K - $52.9K
|
208K
$7.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.77K- 2.76% |
$45.4K - $54.8K
|
62.4K
$2.15M
|