Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-595- 7.42% |
$18.4K - $20K
|
7.43K
$262K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-600- 9.92% |
$18.5K - $20.1K
|
5.45K
$192K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-635- 2.21% |
$19.6K - $21.3K
|
28.1K
$992K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-648- 0.87% |
$20K - $21.8K
|
73.8K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-669- 0.16% |
$20.7K - $22.5K
|
421K
$14.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-688- 2.88% |
$21.2K - $23.1K
|
23.2K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-716- 3.11% |
$22.1K - $24K
|
22.3K
$788K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-739- 1.53% |
$22.8K - $24.8K
|
47.5K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-796- 0.78% |
$24.6K - $26.7K
|
101K
$3.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-848- 2.66% |
$26.2K - $28.5K
|
31K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-870- 5.4% |
$26.9K - $29.2K
|
15.3K
$538K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-899- 1.06% |
$27.8K - $30.2K
|
83.7K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-947- 3.48% |
$29.2K - $31.8K
|
26.3K
$928K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-962- 1.91% |
$29.7K - $32.3K
|
49.5K
$1.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.01K- 0.54% |
$31.3K - $34.1K
|
186K
$6.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.07K- 1.89% |
$33.1K - $36K
|
55.7K
$1.96M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 6.72% |
$34K - $37K
|
15.3K
$539K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.1K- 13.83% |
$34K - $37K
|
6.87K
$242K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.14K- 13.45% |
$35.3K - $38.3K
|
7.35K
$259K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.14K- 1.58% |
$35.3K - $38.4K
|
71.2K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 2.53% |
$35.8K - $38.9K
|
44.7K
$1.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.18K- 80.03% |
$36.4K - $39.6K
|
294
$10.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.18K- 4.45% |
$36.6K - $39.8K
|
25.4K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.24K- 0.54% |
$38.3K - $41.6K
|
230K
$8.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-1.24K- 0.72% |
$38.4K - $41.7K
|
170K
$6.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.29K- 0.74% |
$39.7K - $43.2K
|
172K
$6.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.29K- 3.82% |
$39.9K - $43.4K
|
32.5K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.33K- 2.75% |
$40.9K - $44.5K
|
46.9K
$1.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.44K- 0.96% |
$44.3K - $48.2K
|
148K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.44K- 14.32% |
$44.5K - $48.4K
|
8.61K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.48K- 1.22% |
$45.6K - $49.6K
|
120K
$4.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.52K- 7.11% |
$46.8K - $50.9K
|
19.8K
$699K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.54K- 8.65% |
$47.5K - $51.7K
|
16.2K
$573K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.54K- 1.88% |
$47.6K - $51.7K
|
80.3K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.55K- 18.87% |
$47.8K - $52K
|
6.65K
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.57K- 14.95% |
$48.4K - $52.6K
|
8.91K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.59K- 8.59% |
$49K - $53.3K
|
16.9K
$595K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.62K- 2.46% |
$49.9K - $54.2K
|
64K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.67K- 2.76% |
$51.6K - $56.1K
|
58.9K
$2.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.69K- 3.11% |
$52.1K - $56.7K
|
52.6K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.71K- 13.73% |
$52.7K - $57.4K
|
10.7K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.71K- 0.38% |
$52.8K - $57.5K
|
450K
$15.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.78K- 10.44% |
$55K - $59.8K
|
15.3K
$539K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 12.12% |
$57.1K - $62.1K
|
13.4K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.91K- 1.14% |
$58.9K - $64.1K
|
165K
$5.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.93K- 0.76% |
$59.6K - $64.8K
|
253K
$8.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.93K- 15.27% |
$59.6K - $64.8K
|
10.7K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.97K- 4.68% |
$60.9K - $66.2K
|
40.2K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.12K- 1.82% |
$65.5K - $71.2K
|
115K
$4.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.15K- 1.22% |
$66.4K - $72.2K
|
175K
$6.16M
|