Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.7K+ 7.79% |
$329K - $358K
|
147K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6KNew |
$328K - $357K
|
10.6K
$361K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.6K+ 9.21% |
$327K - $355K
|
126K
$4.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.3K+ 44.24% |
$319K - $347K
|
33.7K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.1K+ 2.75% |
$313K - $340K
|
379K
$12.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10K+ 1.99% |
$310K - $337K
|
516K
$17.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.98K+ 85.4% |
$308K - $335K
|
21.7K
$735K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.95KNew |
$307K - $334K
|
9.95K
$337K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
9.77K+ 8.68% |
$302K - $328K
|
122K
$4.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
9.68KNew |
$299K - $325K
|
9.68K
$328K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.68KNew |
$299K - $325K
|
9.68K
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.59K+ 6.5% |
$296K - $322K
|
157K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.52K+ 76.96% |
$294K - $320K
|
21.9K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.3K+ 1.98% |
$287K - $312K
|
478K
$16.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.27K+ 18.38% |
$286K - $311K
|
59.7K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.21K+ 1.56% |
$285K - $309K
|
598K
$20.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.07K+ 3.51% |
$280K - $304K
|
268K
$9.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.94K+ 46.53% |
$276K - $300K
|
28.1K
$955K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.76K+ 5.43% |
$270K - $294K
|
170K
$5.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.23K+ 5.28% |
$254K - $276K
|
164K
$5.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.13KNew |
$251K - $273K
|
8.13K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
7.97K+ 10.3% |
$246K - $267K
|
85.3K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$246K - $267K
|
7.96K
$270K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.89K+ 4.31% |
$243K - $265K
|
191K
$6.48M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.87KNew |
$243K - $264K
|
7.87K
$267K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7.77K+ 4.32% |
$240K - $261K
|
187K
$6.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.76K+ 4.64% |
$240K - $261K
|
175K
$5.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.71KNew |
$238K - $259K
|
7.71K
$261K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
7.53K+ 10.99% |
$233K - $253K
|
76.1K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.47K+ 23.3% |
$231K - $251K
|
39.5K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.39K+ 2.12% |
$228K - $248K
|
357K
$12.1M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.91K+ 27.97% |
$214K - $232K
|
31.6K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.9K+ 10.21% |
$213K - $232K
|
74.5K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.77K+ 599.03% |
$209K - $227K
|
7.9K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.76K+ 23.6% |
$209K - $227K
|
35.4K
$1.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.68K+ 25.62% |
$206K - $224K
|
32.8K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.68KNew |
$206K - $224K
|
6.68K
$226K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6.6K+ 6.13% |
$204K - $222K
|
114K
$3.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.58K+ 19.46% |
$203K - $221K
|
40.4K
$1.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
6.52K+ 1.28% |
$201K - $219K
|
515K
$17.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.33K+ 14.58% |
$196K - $213K
|
49.8K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.27K+ 32.07% |
$194K - $211K
|
25.8K
$876K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.26K+ 16.1% |
$193K - $210K
|
45.2K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.1K+ 7.85% |
$188K - $205K
|
83.7K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.83K+ 1.43% |
$180K - $196K
|
414K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 10.17% |
$176K - $192K
|
61.9K
$2.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.63K+ 4.23% |
$174K - $189K
|
139K
$4.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.57K+ 56.37% |
$172K - $187K
|
15.5K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.54K+ 3.84% |
$171K - $186K
|
150K
$5.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.48K+ 1.66% |
$169K - $184K
|
336K
$11.4M
|