Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
6.11M+ 53.29% |
$201M - $219M
|
17.6M
$616M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.06M+ 186.65% |
$101M - $110M
|
4.7M
$165M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.02M+ 828.0% |
$66.5M - $72.6M
|
2.27M
$79.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.39M+ 3458.59% |
$45.6M - $49.8M
|
1.43M
$50M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.22M+ 2.08% |
$39.9M - $43.7M
|
59.5M
$2.09B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19M+ 249.91% |
$39.1M - $42.7M
|
1.67M
$58.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18M+ 265.57% |
$38.8M - $42.4M
|
1.62M
$56.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 28.59% |
$34.8M - $38.1M
|
4.77M
$167M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 28.59% |
$34.8M - $38.1M
|
4.77M
$167M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
889K+ 9.85% |
$29.2M - $31.9M
|
9.92M
$348M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
837K+ 104.09% |
$27.5M - $30M
|
1.64M
$57.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
832K+ 3.03% |
$27.3M - $29.9M
|
28.3M
$993M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
817K+ 27.23% |
$26.8M - $29.3M
|
3.82M
$134M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
690K+ 2.77% |
$22.7M - $24.8M
|
25.6M
$897M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
520K+ 10.29% |
$17.1M - $18.7M
|
5.58M
$195M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
436KNew |
$14.3M - $15.6M
|
436K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371KNew |
$12.2M - $13.3M
|
371K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
362K+ 22.33% |
$11.9M - $13M
|
1.98M
$69.5M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
335K+ 62.05% |
$11M - $12M
|
874K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
327K+ 14.55% |
$10.7M - $11.7M
|
2.57M
$90.1M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
321K+ 214.44% |
$10.5M - $11.5M
|
471K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
316K+ 24.72% |
$10.4M - $11.3M
|
1.59M
$55.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
311KNew |
$10.2M - $11.1M
|
311K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
299K+ 49.75% |
$9.81M - $10.7M
|
899K
$31.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
267K+ 75.22% |
$8.78M - $9.59M
|
622K
$21.8M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
266K+ 52.07% |
$8.74M - $9.55M
|
777K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
249KNew |
$8.19M - $8.95M
|
249K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
240K+ 5.48% |
$7.89M - $8.62M
|
4.62M
$162M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$7.3M - $7.98M
|
222K
$7.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
219K+ 1068.6% |
$7.2M - $7.87M
|
240K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205K+ 344.84% |
$6.73M - $7.36M
|
264K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
192K+ 182.78% |
$6.29M - $6.88M
|
296K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
191K+ 12.98% |
$6.28M - $6.86M
|
1.66M
$58.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
188K+ 8.37% |
$6.18M - $6.76M
|
2.44M
$85.4M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
168K+ 24.14% |
$5.53M - $6.05M
|
866K
$30.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
162K+ 100.52% |
$5.31M - $5.8M
|
322K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
159KNew |
$5.22M - $5.7M
|
159K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
158KNew |
$5.18M - $5.66M
|
158K
$5.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
155K+ 6.46% |
$5.08M - $5.56M
|
2.55M
$89.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
137K+ 125.85% |
$4.49M - $4.9M
|
245K
$8.59M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
133KNew |
$4.38M - $4.79M
|
133K
$4.67M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
126K+ 38.44% |
$4.15M - $4.53M
|
455K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 30.36% |
$4.05M - $4.43M
|
530K
$18.6M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
122KNew |
$4.02M - $4.39M
|
122K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
109K+ 68.34% |
$3.58M - $3.91M
|
269K
$9.41M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
105K+ 8.95% |
$3.45M - $3.77M
|
1.28M
$44.8M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
103K+ 47.71% |
$3.38M - $3.7M
|
319K
$11.2M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
99.4KNew |
$3.27M - $3.57M
|
99.4K
$3.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
99K+ 40.51% |
$3.25M - $3.56M
|
344K
$12M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99K+ 22.98% |
$3.25M - $3.55M
|
530K
$18.6M
|