Purchases and Sales Made in Q4 2021 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 2021. 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 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.68K+ 7.69% |
$236K - $254K
|
93.5K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.66K+ 9.72% |
$235K - $253K
|
75.2K
$2.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.54K+ 27.0% |
$231K - $249K
|
30.8K
$1.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
6.47K+ 49.73% |
$228K - $246K
|
19.5K
$694K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.39KNew |
$226K - $243K
|
6.39K
$228K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.36KNew |
$225K - $242K
|
6.36K
$227K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
6.21KNew |
$219K - $236K
|
6.21K
$221K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
6.11KNew |
$216K - $232K
|
6.11K
$218K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.03K+ 18.36% |
$213K - $229K
|
38.9K
$1.38M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.89K+ 3.69% |
$208K - $224K
|
166K
$5.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.89K+ 3.69% |
$208K - $224K
|
166K
$5.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.87KNew |
$207K - $223K
|
5.87K
$209K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5.79KNew |
$204K - $220K
|
5.79K
$206K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.78KNew |
$204K - $220K
|
5.78K
$206K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.71K+ 15.09% |
$202K - $217K
|
43.6K
$1.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.55KNew |
$196K - $211K
|
5.55K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.5KNew |
$194K - $209K
|
5.5K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.47K+ 8.77% |
$193K - $208K
|
67.8K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.34K+ 13.49% |
$188K - $203K
|
44.9K
$1.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
5.19K+ 74.27% |
$183K - $197K
|
12.2K
$433K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.83K+ 3.2% |
$170K - $183K
|
156K
$5.54M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.76K+ 377.16% |
$168K - $181K
|
6.02K
$214K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.72K+ 3.74% |
$166K - $179K
|
131K
$4.66M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.66K+ 1.56% |
$164K - $177K
|
303K
$10.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
4.62K+ 6.87% |
$163K - $176K
|
71.9K
$2.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.59K+ 9.05% |
$162K - $174K
|
55.3K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.48K+ 10.93% |
$158K - $170K
|
45.5K
$1.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 5.49% |
$155K - $167K
|
84.4K
$3.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.22K+ 2.2% |
$149K - $160K
|
196K
$6.98M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.22K+ 5.24% |
$149K - $160K
|
84.8K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.05K+ 42.08% |
$143K - $154K
|
13.7K
$487K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.93KNew |
$139K - $149K
|
3.93K
$140K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
3.9K+ 30.7% |
$137K - $148K
|
16.6K
$591K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
3.74K+ 12.15% |
$132K - $142K
|
34.6K
$1.23M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.68K+ 28.44% |
$130K - $140K
|
16.6K
$592K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.6K+ 17.41% |
$127K - $137K
|
24.3K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
3.6K+ 7.23% |
$127K - $137K
|
53.3K
$1.9M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.59KNew |
$127K - $136K
|
3.59K
$128K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
3.57K+ 5.52% |
$126K - $136K
|
68.2K
$2.43M
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.57K+ 15.75% |
$126K - $136K
|
26.2K
$935K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.51KNew |
$124K - $133K
|
3.51K
$125K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.51KNew |
$124K - $133K
|
3.51K
$125K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.44KNew |
$122K - $131K
|
3.44K
$123K
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.44K+ 4.03% |
$121K - $131K
|
88.7K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
3.41K+ 1.58% |
$120K - $130K
|
220K
$7.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3.39K+ 2.18% |
$120K - $129K
|
159K
$5.66M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.34K+ 9.8% |
$118K - $127K
|
37.4K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.23K+ 7.94% |
$114K - $123K
|
43.9K
$1.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.17K+ 2.41% |
$112K - $120K
|
134K
$4.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
BUY
|
- |
3.09K+ 0.92% |
$109K - $117K
|
338K
$12M
|