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 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
12.1K+ 8.94% |
$399K - $436K
|
148K
$5.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.7K+ 18.66% |
$385K - $420K
|
74.4K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 27.9% |
$382K - $418K
|
53.4K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.6KNew |
$382K - $417K
|
11.6K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
11.4K+ 20.45% |
$373K - $408K
|
66.9K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.3K+ 59.31% |
$373K - $407K
|
30.5K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11K+ 7.04% |
$362K - $396K
|
168K
$5.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 0.69% |
$360K - $394K
|
1.61M
$56.4M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.6K+ 147.53% |
$349K - $381K
|
17.8K
$624K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10.6K+ 3.91% |
$348K - $380K
|
281K
$9.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
10.2K+ 11.47% |
$335K - $366K
|
99.2K
$3.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
9.94K+ 7.89% |
$327K - $357K
|
136K
$4.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
9.87K+ 1.14% |
$324K - $354K
|
873K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.82K+ 0.66% |
$323K - $353K
|
1.51M
$52.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
9.75K+ 16.97% |
$320K - $350K
|
67.2K
$2.35M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.58K+ 8.34% |
$315K - $344K
|
124K
$4.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.4KNew |
$309K - $337K
|
9.4K
$329K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.22K+ 9.84% |
$303K - $331K
|
103K
$3.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
9.2K+ 3.41% |
$302K - $330K
|
279K
$9.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.13K+ 27.91% |
$300K - $328K
|
41.8K
$1.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.98KNew |
$295K - $322K
|
8.98K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.93K+ 4.98% |
$293K - $320K
|
188K
$6.6M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8.82K+ 5.02% |
$290K - $317K
|
184K
$6.46M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.81K+ 6.72% |
$289K - $316K
|
140K
$4.9M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
8.6K+ 9.66% |
$283K - $309K
|
97.6K
$3.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.47K+ 35.16% |
$278K - $304K
|
32.6K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.44K+ 4.28% |
$277K - $303K
|
206K
$7.21M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.43K+ 2.76% |
$277K - $303K
|
314K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.26K+ 9.13% |
$271K - $296K
|
98.7K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.21K+ 3.95% |
$270K - $295K
|
216K
$7.57M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.12K+ 1.13% |
$267K - $291K
|
728K
$25.5M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
8.03KNew |
$264K - $288K
|
8.03K
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.94KNew |
$261K - $285K
|
7.94K
$278K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
7.87K+ 3.77% |
$259K - $283K
|
217K
$7.6M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
7.73KNew |
$254K - $278K
|
7.73K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.64K+ 53.35% |
$251K - $274K
|
22K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.63K+ 85.55% |
$251K - $274K
|
16.5K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
7.62K+ 22.54% |
$250K - $274K
|
41.4K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.49KNew |
$246K - $269K
|
7.49K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
7.34K+ 65.73% |
$241K - $263K
|
18.5K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.3K+ 25.06% |
$240K - $262K
|
36.4K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.28K+ 3.42% |
$239K - $261K
|
220K
$7.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.23K+ 4.39% |
$238K - $260K
|
172K
$6.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.12KNew |
$234K - $255K
|
7.12K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.92K+ 6.77% |
$227K - $249K
|
109K
$3.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.8K+ 26.31% |
$223K - $244K
|
32.6K
$1.14M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.67K+ 20.82% |
$219K - $240K
|
38.7K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
6.63K+ 8.48% |
$218K - $238K
|
84.8K
$2.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.58K+ 3.71% |
$216K - $236K
|
184K
$6.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.51KNew |
$214K - $234K
|
6.51K
$228K
|