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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
88.8K+ 8.34% |
$2.92M - $3.19M
|
1.15M
$40.7M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
87.2K+ 17.21% |
$2.86M - $3.13M
|
594K
$21M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84.4K+ 8.53% |
$2.77M - $3.03M
|
1.07M
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.7K+ 35.32% |
$2.68M - $2.93M
|
313K
$11M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
77.7K+ 194.19% |
$2.55M - $2.79M
|
118K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
75.9K+ 6.06% |
$2.49M - $2.72M
|
1.33M
$46.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
75.8K+ 58.45% |
$2.49M - $2.72M
|
205K
$7.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
75.8K+ 34.79% |
$2.49M - $2.72M
|
294K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
72.5KNew |
$2.38M - $2.6M
|
72.5K
$2.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.6K+ 10.55% |
$2.22M - $2.43M
|
709K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
67.2K+ 5.72% |
$2.21M - $2.41M
|
1.24M
$43.8M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
67K+ 111.29% |
$2.2M - $2.41M
|
127K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.9K+ 164.64% |
$2.2M - $2.4M
|
108K
$3.79M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
63.5KNew |
$2.09M - $2.28M
|
63.5K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.9M - $2.07M
|
57.8K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
54.6K+ 25.64% |
$1.79M - $1.96M
|
268K
$9.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
54.6K+ 4.6% |
$1.79M - $1.96M
|
1.24M
$43.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
54K+ 19.32% |
$1.78M - $1.94M
|
334K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
47.8K+ 6.93% |
$1.57M - $1.71M
|
737K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.4K+ 1.29% |
$1.56M - $1.7M
|
3.74M
$132M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47.4K+ 38.78% |
$1.56M - $1.7M
|
169K
$5.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
46.1K+ 52.58% |
$1.51M - $1.65M
|
134K
$4.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46K+ 75.76% |
$1.51M - $1.65M
|
107K
$3.76M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
45.9K+ 12.01% |
$1.51M - $1.65M
|
428K
$15.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
45.7K+ 20.15% |
$1.5M - $1.64M
|
272K
$9.61M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
44.1K+ 6.32% |
$1.45M - $1.58M
|
742K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
43.9K+ 3.51% |
$1.44M - $1.58M
|
1.29M
$45.7M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
38.6K+ 1.0% |
$1.27M - $1.39M
|
3.88M
$137M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
37.5K+ 1010.38% |
$1.23M - $1.35M
|
41.2K
$1.45M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37.4KNew |
$1.23M - $1.34M
|
37.4K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
37.3K+ 21.48% |
$1.23M - $1.34M
|
211K
$7.45M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.2K+ 5.67% |
$1.22M - $1.34M
|
694K
$24.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 3.45% |
$1.18M - $1.29M
|
1.08M
$38M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
35.4KNew |
$1.16M - $1.27M
|
35.4K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
34.9K+ 1.73% |
$1.15M - $1.25M
|
2.05M
$72.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
34.4K+ 29.62% |
$1.13M - $1.23M
|
150K
$5.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.6K+ 8.88% |
$1.11M - $1.21M
|
413K
$14.6M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
33.5K+ 15.87% |
$1.1M - $1.2M
|
245K
$8.64M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
33.5K+ 55.52% |
$1.1M - $1.2M
|
93.8K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
32.9K+ 5.53% |
$1.08M - $1.18M
|
628K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
31.5K+ 8.62% |
$1.03M - $1.13M
|
396K
$14M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
31.4K+ 7.76% |
$1.03M - $1.13M
|
436K
$15.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30.4K+ 280.97% |
$998K - $1.09M
|
41.2K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$991K - $1.08M
|
30.2K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
29.8K+ 11.68% |
$978K - $1.07M
|
285K
$10M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
29.5K+ 2.46% |
$970K - $1.06M
|
1.23M
$43.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.3K+ 2.39% |
$931K - $1.02M
|
1.21M
$42.8M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.3K+ 7.62% |
$930K - $1.02M
|
400K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
28.3K+ 4.69% |
$928K - $1.01M
|
630K
$22.2M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$878K - $960K
|
26.7K
$943K
|