Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.87K+ 3.83% |
$167K - $179K
|
132K
$4.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4.85K+ 1.08% |
$166K - $178K
|
455K
$15.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.82K+ 1.1% |
$165K - $177K
|
442K
$15M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.82K+ 2.62% |
$165K - $176K
|
189K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.79K+ 3.63% |
$164K - $176K
|
137K
$4.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.79K+ 59.59% |
$164K - $175K
|
12.8K
$435K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.74K+ 1.94% |
$162K - $174K
|
250K
$8.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
4.66K+ 2.46% |
$159K - $171K
|
194K
$6.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
4.55K+ 10.98% |
$156K - $167K
|
46K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.45K+ 25.16% |
$152K - $163K
|
22.1K
$751K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.44K+ 5.55% |
$152K - $163K
|
84.5K
$2.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.32K+ 9.3% |
$148K - $158K
|
50.8K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.31K+ 23.69% |
$147K - $158K
|
22.5K
$763K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 0.19% |
$146K - $157K
|
2.27M
$77.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
4.2KNew |
$144K - $154K
|
4.2K
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
4.16K+ 38.64% |
$142K - $152K
|
14.9K
$506K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.16K+ 44.5% |
$142K - $152K
|
13.5K
$458K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
4.1K+ 38.23% |
$140K - $150K
|
14.8K
$503K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.04K+ 1.91% |
$138K - $148K
|
215K
$7.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.02K+ 69.37% |
$137K - $147K
|
9.81K
$333K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.98K+ 5.42% |
$136K - $146K
|
77.4K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.93K+ 2.51% |
$134K - $144K
|
160K
$5.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.91K+ 12.69% |
$134K - $143K
|
34.7K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.79K+ 1.52% |
$130K - $139K
|
253K
$8.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.77K+ 6.55% |
$129K - $138K
|
61.3K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.57K+ 6.21% |
$122K - $131K
|
61.1K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.57K+ 2.49% |
$122K - $131K
|
147K
$4.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.57K+ 4.94% |
$122K - $131K
|
75.8K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.52K+ 1.68% |
$120K - $129K
|
213K
$7.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.47K+ 1.88% |
$119K - $127K
|
188K
$6.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$118K - $127K
|
3.46K
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.27K+ 6.93% |
$112K - $120K
|
50.5K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
3.23K+ 3.31% |
$111K - $118K
|
101K
$3.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.19K+ 15.66% |
$109K - $117K
|
23.6K
$799K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.03K+ 0.86% |
$104K - $111K
|
354K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.02K+ 0.72% |
$103K - $111K
|
425K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.92K+ 6.32% |
$99.8K - $107K
|
49.1K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.62K+ 14.11% |
$89.7K - $96.1K
|
21.2K
$719K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53K+ 45.28% |
$86.7K - $92.8K
|
8.13K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.5K+ 35.15% |
$85.5K - $91.6K
|
9.62K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.49K+ 6.47% |
$85.2K - $91.3K
|
41K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.42K+ 9.71% |
$82.6K - $88.5K
|
27.3K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.32K+ 23.64% |
$79.4K - $85.1K
|
12.1K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.26K+ 9.4% |
$77.2K - $82.7K
|
26.3K
$891K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.23K+ 11.3% |
$76.3K - $81.8K
|
22K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 1.16% |
$74.8K - $80.2K
|
190K
$6.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.16K+ 10.57% |
$73.7K - $79K
|
22.5K
$765K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.14K+ 6.47% |
$73.2K - $78.4K
|
35.2K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
2.09K+ 1.85% |
$71.5K - $76.6K
|
115K
$3.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 17.54% |
$71.1K - $76.1K
|
13.9K
$472K
|