Purchases and Sales Made in Q3 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 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 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.19K+ 5.81% |
$185K - $222K
|
131K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.17KNew |
$184K - $222K
|
7.17K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.14K+ 5.33% |
$183K - $221K
|
141K
$4.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.04K+ 4.44% |
$181K - $218K
|
166K
$5.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.86K+ 6.1% |
$176K - $212K
|
119K
$4.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
6.71K+ 3.47% |
$172K - $207K
|
200K
$6.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.69K+ 477.79% |
$172K - $207K
|
8.09K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.67K+ 32.36% |
$171K - $206K
|
27.3K
$925K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.58K+ 41.5% |
$169K - $203K
|
22.4K
$760K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.56K+ 4.0% |
$168K - $203K
|
171K
$5.79M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.48KNew |
$166K - $200K
|
6.48K
$220K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.45K+ 7.09% |
$166K - $199K
|
97.4K
$3.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
6.45K+ 3.56% |
$166K - $199K
|
188K
$6.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
6.39K+ 29.22% |
$164K - $198K
|
28.2K
$958K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.33K+ 63.96% |
$163K - $196K
|
16.2K
$551K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
5.81K+ 8.31% |
$149K - $180K
|
75.7K
$2.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.64K+ 32.11% |
$145K - $175K
|
23.2K
$788K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.63K+ 28.39% |
$145K - $174K
|
25.5K
$864K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5.6K+ 3.81% |
$144K - $173K
|
153K
$5.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
5.28K+ 7.41% |
$136K - $163K
|
76.6K
$2.6M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.23KNew |
$134K - $162K
|
5.23K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.07K+ 2.41% |
$130K - $157K
|
216K
$7.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.92K+ 9.69% |
$126K - $152K
|
55.7K
$1.89M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.9K+ 3.86% |
$126K - $151K
|
132K
$4.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.85K+ 4.91% |
$125K - $150K
|
104K
$3.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
4.82K+ 1.95% |
$124K - $149K
|
252K
$8.55M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.79K+ 3.12% |
$123K - $148K
|
158K
$5.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.75K+ 7.81% |
$122K - $147K
|
65.6K
$2.23M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
4.61K+ 3.68% |
$118K - $143K
|
130K
$4.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.49K+ 5.07% |
$115K - $139K
|
93K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
4.37K+ 9.72% |
$112K - $135K
|
49.4K
$1.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.37K+ 9.66% |
$112K - $135K
|
49.6K
$1.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.37K+ 1.87% |
$112K - $135K
|
238K
$8.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
3.99K+ 3.65% |
$103K - $124K
|
114K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.98K+ 3.29% |
$102K - $123K
|
125K
$4.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.98K+ 4.78% |
$102K - $123K
|
87.2K
$2.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.89KNew |
$99.8K - $120K
|
3.89K
$132K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.89K+ 4.23% |
$99.7K - $120K
|
95.8K
$3.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.72K+ 9.93% |
$95.5K - $115K
|
41.2K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.37K+ 27.57% |
$86.5K - $104K
|
15.6K
$529K
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.32K+ 6.49% |
$85.2K - $103K
|
54.4K
$1.85M
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.24K+ 38.46% |
$83.1K - $100K
|
11.7K
$395K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.18K+ 6.7% |
$81.7K - $98.5K
|
50.7K
$1.72M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.14K+ 34.29% |
$80.7K - $97.2K
|
12.3K
$418K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.14K+ 1.06% |
$80.5K - $97K
|
299K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
3.1K+ 2.48% |
$79.7K - $96K
|
128K
$4.35M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.91K+ 2.08% |
$74.7K - $90K
|
143K
$4.84M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.75KNew |
$70.6K - $85.1K
|
2.75K
$93.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2.65K+ 6.34% |
$68.1K - $82.1K
|
44.5K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.55K+ 9.3% |
$65.3K - $78.7K
|
29.9K
$1.01M
|