Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 4.88% |
$31.7K - $33.7K
|
19.5K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.03K- 1.61% |
$32.6K - $34.6K
|
62.9K
$2.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.06K- 1.76% |
$33.5K - $35.6K
|
59K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.15K- 12.81% |
$36.5K - $38.8K
|
7.84K
$266K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.18K- 12.19% |
$37.4K - $39.7K
|
8.49K
$288K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 8.92% |
$38.3K - $40.6K
|
12.3K
$418K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.24K- 4.32% |
$39.2K - $41.7K
|
27.4K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.32K- 1.08% |
$41.8K - $44.4K
|
121K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.33K- 17.35% |
$42.1K - $44.7K
|
6.33K
$215K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.37K- 3.2% |
$43.4K - $46K
|
41.3K
$1.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.38K- 11.12% |
$43.7K - $46.4K
|
11K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.41K- 12.47% |
$44.7K - $47.5K
|
9.89K
$336K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.47K- 17.88% |
$46.6K - $49.5K
|
6.76K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.47K- 15.67% |
$46.7K - $49.6K
|
7.93K
$269K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.52K- 9.64% |
$48.1K - $51K
|
14.2K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 0.68% |
$49.4K - $52.5K
|
227K
$7.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.58K- 0.68% |
$50K - $53K
|
229K
$7.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.62K- 2.26% |
$51.2K - $54.4K
|
69.9K
$2.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.69K- 0.94% |
$53.4K - $56.7K
|
177K
$6M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.81K- 20.86% |
$57.4K - $61K
|
6.87K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.81K- 1.11% |
$57.5K - $61K
|
161K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.82K- 0.4% |
$57.8K - $61.4K
|
451K
$15.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.87K- 8.14% |
$59.1K - $62.8K
|
21.1K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.89K- 2.75% |
$59.9K - $63.6K
|
66.8K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.95K- 5.75% |
$61.7K - $65.5K
|
31.9K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-2.1K- 8.66% |
$66.4K - $70.6K
|
22.1K
$750K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.24K- 2.28% |
$71K - $75.4K
|
95.9K
$3.25M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.28K- 8.7% |
$72.3K - $76.8K
|
23.9K
$812K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.31K- 4.66% |
$73.2K - $77.8K
|
47.3K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.33K- 3.51% |
$73.8K - $78.4K
|
64K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.36K- 20.87% |
$74.7K - $79.3K
|
8.94K
$303K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 1.17% |
$77.1K - $81.8K
|
205K
$6.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.78K- 1.08% |
$88K - $93.4K
|
255K
$8.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.98K- 1.69% |
$94.5K - $100K
|
173K
$5.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.02K- 6.4% |
$95.8K - $102K
|
44.2K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.14K- 0.34% |
$99.4K - $106K
|
925K
$31.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.26K- 2.37% |
$103K - $110K
|
134K
$4.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.26K- 6.1% |
$103K - $110K
|
50.2K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.29K- 23.88% |
$104K - $111K
|
10.5K
$355K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-3.44K- 22.97% |
$109K - $116K
|
11.5K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.45K- 4.18% |
$109K - $116K
|
79.1K
$2.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.56K- 1.85% |
$113K - $120K
|
188K
$6.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.61K- 4.76% |
$114K - $121K
|
72.3K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-3.66K- 14.72% |
$116K - $123K
|
21.2K
$719K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.79K- 0.64% |
$120K - $127K
|
589K
$20M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.79K- 12.27% |
$120K - $128K
|
27.1K
$919K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.79K- 3.59% |
$120K - $128K
|
102K
$3.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.8K- 11.43% |
$121K - $128K
|
29.5K
$1M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.11K- 1.56% |
$130K - $138K
|
258K
$8.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-4.15K- 3.52% |
$131K - $140K
|
114K
$3.86M
|