Purchases and Sales Made in Q3 2022 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW) during Q3 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
Nov 09, 2022 Q3 2022
Goodman Financial Corp

Houston, TX
BUY
 -
88.4K
+ 16.44%
$2.27M - $2.74M
627K $21.3M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
86.7K
+ 10.24%
$2.23M - $2.68M
934K $31.7M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
86.2K
+ 35.33%
$2.21M - $2.66M
330K $11.2M
Oct 26, 2022 Q3 2022
Iag Wealth Partners, LLC

BUY
 -
83.3K
+ 7.16%
$2.14M - $2.57M
1.25M $42.3M
Nov 09, 2022 Q3 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
83.2K
+ 20.64%
$2.14M - $2.57M
487K $16.5M
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
81K
+ 48.39%
$2.08M - $2.51M
248K $8.43M
Nov 10, 2022 Q3 2022
N.E.W. Advisory Services LLC

BUY
 -
77.9K
+ 10.89%
$2M - $2.41M
792K $26.9M
Nov 03, 2022 Q3 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
76.3K
New
$1.96M - $2.36M
76.3K $2.59M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
75.4K
+ 5.11%
$1.94M - $2.33M
1.55M $52.6M
Nov 10, 2022 Q3 2022
Truefg, LLC

Cedar Park, TX
BUY
 -
74.2K
+ 7.0%
$1.9M - $2.29M
1.13M $38.5M
Oct 26, 2022 Q3 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
71.8K
+ 13.76%
$1.84M - $2.22M
594K $20.1M
Nov 14, 2022 Q3 2022
Financial Advisory Group

Houston, TX
BUY
 -
70.9K
+ 6.59%
$1.82M - $2.19M
1.15M $38.9M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
69.9K
New
$1.79M - $2.16M
69.9K $2.37M
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

BUY
 -
67K
New
$1.72M - $2.07M
67K $2.27M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
63.9K
+ 8.42%
$1.64M - $1.97M
822K $27.9M
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
62.2K
+ 99.53%
$1.6M - $1.92M
125K $4.23M
Oct 21, 2022 Q3 2022
Trilogy Capital Inc.

BUY
 -
61.1K
+ 3.75%
$1.57M - $1.89M
1.69M $57.3M
Sep 21, 2023 Q3 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
60.6K
+ 36.84%
$1.56M - $1.87M
225K $7.64M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
60.5K
New
$1.55M - $1.87M
60.5K $2.05M
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
59.7K
+ 40.95%
$1.53M - $1.85M
206K $6.97M
Oct 24, 2022 Q3 2022
First Ascent Asset Management, LLC

BUY
 -
58.3K
+ 4.32%
$1.5M - $1.8M
1.41M $47.7M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
57.3K
+ 132.57%
$1.47M - $1.77M
101K $3.41M
Nov 09, 2022 Q3 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
57K
+ 78.61%
$1.46M - $1.76M
129K $4.39M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
56.8K
+ 1.76%
$1.46M - $1.76M
3.29M $112M
Oct 13, 2022 Q3 2022
Arq Wealth Advisors, LLC

BUY
 -
56.8K
+ 11.62%
$1.46M - $1.76M
545K $18.5M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
56.6K
+ 3.92%
$1.45M - $1.75M
1.5M $50.9M
Oct 24, 2022 Q3 2022
Proffitt & Goodson Inc

BUY
 -
56.4K
+ 11.21%
$1.45M - $1.74M
560K $19M
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
56.3K
+ 28.18%
$1.45M - $1.74M
256K $8.69M
Nov 14, 2022 Q3 2022
Lumbard & Kellner, LLC

Hollis, NH
BUY
 -
54.8K
New
$1.41M - $1.69M
54.8K $1.86M
Nov 09, 2022 Q3 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
49.5K
+ 10.55%
$1.27M - $1.53M
519K $17.6M
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
46.2K
+ 10.63%
$1.19M - $1.43M
481K $16.3M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
46.1K
+ 64.68%
$1.18M - $1.43M
117K $3.98M
Oct 28, 2022 Q3 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
44.3K
+ 9.6%
$1.14M - $1.37M
505K $17.1M
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
43.6K
+ 12.83%
$1.12M - $1.35M
383K $13M
Oct 13, 2022 Q3 2022
Boston Standard Wealth Management, LLC

BUY
 -
43.5K
+ 5.02%
$1.12M - $1.35M
911K $30.9M
Oct 12, 2022 Q3 2022
Garrett Wealth Advisory Group, LLC

BUY
 -
42.9K
+ 15.21%
$1.1M - $1.33M
325K $11M
Oct 04, 2022 Q3 2022
Boltwood Capital Management

BUY
 -
42.5K
+ 15.69%
$1.09M - $1.31M
313K $10.6M
Oct 28, 2022 Q3 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
41.3K
+ 68.29%
$1.06M - $1.28M
102K $3.45M
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
41.3K
+ 25.72%
$1.06M - $1.28M
202K $6.84M
Oct 21, 2022 Q3 2022
Brown Financial Advisory

BUY
 -
40.7K
+ 13.01%
$1.04M - $1.26M
353K $12M
Oct 28, 2022 Q3 2022
Mc Namara Financial Services, Inc.

BUY
 -
39K
+ 2.61%
$1M - $1.21M
1.53M $51.9M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
38.7K
+ 26.78%
$994K - $1.2M
183K $6.22M
Nov 09, 2022 Q3 2022
Facet Wealth, Inc.

BUY
 -
38.6K
+ 12.32%
$990K - $1.19M
351K $11.9M
Oct 14, 2022 Q3 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
37.5K
+ 5.1%
$962K - $1.16M
773K $26.2M
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
37.5K
+ 30.45%
$961K - $1.16M
160K $5.44M
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
36.6K
+ 1.18%
$940K - $1.13M
3.14M $106M
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
36.1K
+ 190.45%
$928K - $1.12M
55.1K $1.87M
Nov 09, 2022 Q3 2022
Valtinson Bruner Financial Planning LLC

BUY
 -
35.4K
+ 17.94%
$908K - $1.09M
233K $7.89M
Nov 01, 2022 Q3 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
33.9K
New
$869K - $1.05M
33.9K $1.15M

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