Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.7K+ 16.15% |
$833K - $937K
|
178K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.7KNew |
$832K - $936K
|
24.7K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
24.5KNew |
$828K - $932K
|
24.5K
$833K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 8.3% |
$817K - $920K
|
316K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
24.1KNew |
$814K - $915K
|
24.1K
$818K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.8KNew |
$804K - $905K
|
23.8K
$809K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23.5K+ 5.41% |
$794K - $893K
|
459K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.4K+ 3.31% |
$790K - $889K
|
730K
$24.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23.1K+ 7.4% |
$779K - $876K
|
335K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
23K+ 11.26% |
$776K - $873K
|
227K
$7.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.9K+ 34.77% |
$773K - $870K
|
88.8K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.8K+ 284.49% |
$768K - $864K
|
30.7K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.6K+ 51.14% |
$763K - $859K
|
66.9K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
22.4K+ 4.51% |
$757K - $852K
|
520K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
22.1K+ 11.78% |
$747K - $840K
|
210K
$7.12M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.7K+ 4.3% |
$731K - $823K
|
526K
$17.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.6K+ 2.48% |
$729K - $821K
|
892K
$30.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.1K+ 7.91% |
$712K - $801K
|
288K
$9.76M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
20.8K+ 7.49% |
$703K - $790K
|
299K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.7K+ 10.46% |
$698K - $785K
|
218K
$7.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.6K+ 11.04% |
$695K - $782K
|
207K
$7.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 34.58% |
$684K - $770K
|
78.9K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.1K+ 0.76% |
$678K - $762K
|
2.67M
$90.7M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
19.5K+ 7.83% |
$659K - $742K
|
269K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
19.4K+ 3.64% |
$653K - $735K
|
551K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 67.1% |
$652K - $733K
|
48.1K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19.1K+ 10.7% |
$643K - $724K
|
197K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19K+ 3.82% |
$641K - $721K
|
516K
$17.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
18.8K+ 0.86% |
$634K - $713K
|
2.21M
$74.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.5K+ 0.87% |
$624K - $702K
|
2.13M
$72.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 0.21% |
$616K - $693K
|
8.62M
$292M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
17.5KNew |
$591K - $664K
|
17.5K
$594K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
17.4K+ 3.31% |
$588K - $662K
|
545K
$18.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17.1KNew |
$575K - $647K
|
17.1K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17K+ 9.29% |
$575K - $647K
|
200K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
16.9KNew |
$571K - $643K
|
16.9K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 4.3% |
$555K - $624K
|
399K
$13.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
16.3K+ 14.67% |
$550K - $619K
|
127K
$4.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16.3K+ 1783.0% |
$549K - $617K
|
17.2K
$583K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16K+ 3.69% |
$540K - $607K
|
450K
$15.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15.8K+ 9.47% |
$533K - $600K
|
183K
$6.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
15.7K+ 4.75% |
$531K - $597K
|
347K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.5K+ 56.83% |
$524K - $589K
|
42.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.5K+ 192.24% |
$522K - $587K
|
23.5K
$797K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.7KNew |
$497K - $559K
|
14.7K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.5K+ 7.91% |
$488K - $549K
|
197K
$6.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
14.5K+ 3.18% |
$488K - $549K
|
469K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.4K+ 22.15% |
$487K - $548K
|
79.6K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.4K+ 41.57% |
$486K - $546K
|
49K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.4K+ 1766.4% |
$452K - $509K
|
14.2K
$481K
|