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 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.32K+ 1.09% |
$44.4K - $50K
|
122K
$4.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.25K+ 1.4% |
$42.1K - $47.4K
|
90.6K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 6.33% |
$41.8K - $47K
|
20.8K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.23KNew |
$41.6K - $46.8K
|
1.23K
$41.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.21K+ 2.62% |
$40.7K - $45.8K
|
47.2K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 2.05% |
$40.5K - $45.5K
|
59.6K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.19K+ 13.03% |
$40.2K - $45.2K
|
10.3K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.15KNew |
$38.7K - $43.5K
|
1.15K
$38.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.14K+ 1.87% |
$38.6K - $43.4K
|
62.3K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.13K+ 2.34% |
$38K - $42.7K
|
49.2K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.07K+ 8.08% |
$36K - $40.5K
|
14.3K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.05K+ 1.72% |
$35.3K - $39.7K
|
62K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.04K+ 5.83% |
$35.2K - $39.6K
|
18.9K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.03K+ 4.64% |
$34.9K - $39.2K
|
23.3K
$790K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.02K+ 8.81% |
$34.2K - $38.5K
|
12.5K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
966+ 478.22% |
$32.6K - $36.7K
|
1.17K
$39.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
912+ 3.66% |
$30.8K - $34.6K
|
25.9K
$877K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
908+ 2.7% |
$30.6K - $34.5K
|
34.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
829+ 1.09% |
$28K - $31.5K
|
76.6K
$2.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
828+ 2.7% |
$27.9K - $31.4K
|
31.5K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
785+ 2.99% |
$26.5K - $29.8K
|
27K
$917K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
764New |
$25.8K - $29K
|
764
$25.9K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
760+ 89.2% |
$25.6K - $28.8K
|
1.61K
$54.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
750+ 0.47% |
$25.3K - $28.5K
|
161K
$5.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$25.1K - $28.3K
|
745
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
743+ 2.01% |
$25.1K - $28.2K
|
37.7K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
689+ 4.18% |
$23.2K - $26.2K
|
17.2K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
679+ 1.33% |
$22.9K - $25.8K
|
51.9K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
673New |
$22.7K - $25.5K
|
673
$22.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
666+ 4.28% |
$22.5K - $25.3K
|
16.2K
$550K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
662+ 5.01% |
$22.3K - $25.1K
|
13.9K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
658+ 1.29% |
$22.2K - $25K
|
51.6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
656+ 2.14% |
$22.1K - $24.9K
|
31.4K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
652+ 5.51% |
$22K - $24.7K
|
12.5K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
638+ 6.07% |
$21.5K - $24.2K
|
11.1K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
619+ 1.78% |
$20.9K - $23.5K
|
35.3K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
619+ 1.23% |
$20.9K - $23.5K
|
51.1K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
606+ 4.58% |
$20.4K - $23K
|
13.8K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
572New |
$19.3K - $21.7K
|
572
$19.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
562New |
$19K - $21.3K
|
562
$19.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
559+ 2.15% |
$18.9K - $21.2K
|
26.6K
$901K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
548New |
$18.5K - $20.8K
|
548
$18.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
521+ 4.6% |
$17.6K - $19.8K
|
11.8K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
511+ 8.51% |
$17.2K - $19.4K
|
6.51K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
505+ 2.03% |
$17K - $19.2K
|
25.4K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
494+ 3.98% |
$16.7K - $18.8K
|
12.9K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
483+ 2.25% |
$16.3K - $18.3K
|
21.9K
$744K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
473+ 4.11% |
$16K - $18K
|
12K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
460+ 61.99% |
$15.5K - $17.5K
|
1.2K
$40.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
453+ 1.71% |
$15.3K - $17.2K
|
27K
$915K
|