Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.62M+ 59844.64% |
$168M - $184M
|
5.62M
$191M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.26M+ 115.07% |
$127M - $139M
|
7.96M
$270M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.96M+ 8.25% |
$118M - $130M
|
52M
$1.77B
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.96M+ 1575.9% |
$118M - $129M
|
4.21M
$143M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.92M+ 19.88% |
$87M - $95.4M
|
17.6M
$597M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.55M+ 27624.59% |
$76.1M - $83.4M
|
2.56M
$86.8M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.46M+ 103.57% |
$73.5M - $80.6M
|
4.84M
$164M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.92M+ 117.52% |
$57.1M - $62.6M
|
3.54M
$120M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87M+ 35.16% |
$55.8M - $61.2M
|
7.2M
$244M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.79M+ 185.72% |
$53.3M - $58.5M
|
2.75M
$93.2M
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1.56M+ 23.56% |
$46.4M - $50.9M
|
8.16M
$277M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.48MNew |
$44.2M - $48.5M
|
1.48M
$50.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
891K+ 2589.04% |
$26.6M - $29.1M
|
926K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
794K+ 25.96% |
$23.7M - $26M
|
3.85M
$131M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
643KNew |
$19.2M - $21M
|
643K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
617K+ 53.55% |
$18.4M - $20.2M
|
1.77M
$60M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
411K+ 1.9% |
$12.3M - $13.4M
|
22M
$747M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
381K+ 19.59% |
$11.4M - $12.4M
|
2.32M
$78.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
376K+ 22.72% |
$11.2M - $12.3M
|
2.03M
$69M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
352K+ 4861.67% |
$10.5M - $11.5M
|
359K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
346K+ 129.44% |
$10.3M - $11.3M
|
614K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
314K+ 83.45% |
$9.36M - $10.3M
|
690K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
314K+ 11.47% |
$9.36M - $10.3M
|
3.05M
$103M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
310KNew |
$9.25M - $10.1M
|
310K
$10.5M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
296K+ 5.63% |
$8.83M - $9.68M
|
5.55M
$188M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
291K+ 1028.83% |
$8.69M - $9.53M
|
320K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264K+ 41.92% |
$7.86M - $8.62M
|
892K
$30.3M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
246K+ 11.28% |
$7.32M - $8.03M
|
2.42M
$82.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
245K+ 10.72% |
$7.3M - $8M
|
2.53M
$85.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
244K+ 20.22% |
$7.28M - $7.98M
|
1.45M
$49.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
242K+ 24.81% |
$7.22M - $7.92M
|
1.22M
$41.3M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
236K+ 9.76% |
$7.03M - $7.71M
|
2.65M
$89.9M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
233K+ 182.66% |
$6.96M - $7.63M
|
361K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
221K+ 67.24% |
$6.58M - $7.22M
|
549K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
215K+ 58.89% |
$6.4M - $7.02M
|
579K
$19.6M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
194K+ 56.0% |
$5.8M - $6.36M
|
542K
$18.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
192KNew |
$5.72M - $6.27M
|
192K
$6.51M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
182KNew |
$5.43M - $5.96M
|
182K
$6.18M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
181K+ 97.11% |
$5.38M - $5.9M
|
366K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180K+ 32.22% |
$5.38M - $5.9M
|
740K
$25.1M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
172K+ 22.6% |
$5.14M - $5.63M
|
934K
$31.7M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
162KNew |
$4.82M - $5.28M
|
162K
$5.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
161K+ 444.92% |
$4.81M - $5.27M
|
197K
$6.69M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
160K+ 86.77% |
$4.79M - $5.25M
|
345K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
156KNew |
$4.67M - $5.12M
|
156K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
155KNew |
$4.61M - $5.06M
|
155K
$5.25M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
149K+ 89.55% |
$4.44M - $4.87M
|
315K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
140K+ 24.13% |
$4.16M - $4.57M
|
718K
$24.4M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
139K+ 29.66% |
$4.16M - $4.56M
|
610K
$20.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
137K+ 860.47% |
$4.09M - $4.48M
|
153K
$5.19M
|