Purchases and Sales Made in Q3 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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
Oct 10, 2023 Q3 2023
Integrated Capital Management, Inc.

SELL
 -
-7.4K
- 2.48%
$228K - $248K
291K $10.3M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-7.61K
- 14.69%
$235K - $256K
44.2K $1.56M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

SELL
 -
-8.47K
- 3.09%
$262K - $284K
265K $9.37M
Nov 15, 2023 Q3 2023
Jdm Financial Group LLC

Encino, CA
SELL
 -
-8.66K
- 3.4%
$267K - $291K
246K $8.69M
Oct 31, 2023 Q3 2023
Annex Advisory Services, LLC

SELL
 -
-8.67K
- 47.42%
$268K - $291K
9.62K $339K
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

SELL
 -
-9.47K
- 1.02%
$293K - $318K
915K $32.3M
Oct 24, 2023 Q3 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-9.71K
- 5.22%
$300K - $326K
176K $6.22M
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

SELL
 -
-9.95K
- 26.72%
$307K - $334K
27.3K $963K
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

SELL
 -
-10.8K
- 10.97%
$332K - $361K
87.4K $3.08M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-11.3K
- 1.61%
$349K - $379K
689K $24.3M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-12.1K
- 7.62%
$372K - $405K
146K $5.16M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-12.2K
- 18.07%
$375K - $408K
55.1K $1.94M
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

SELL
 -
-12.3K
- 29.77%
$381K - $414K
29.1K $1.03M
Oct 30, 2023 Q3 2023
Aquire Wealth Advisors, LLC

SELL
 -
-12.4K
- 5.8%
$382K - $416K
201K $7.1M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

SELL
 -
-12.4K
- 19.39%
$382K - $416K
51.5K $1.82M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-12.6K
- 6.13%
$389K - $423K
193K $6.8M
Oct 23, 2024 Q3 2023
Convergence Financial, LLC

Columbia, MO
SELL
 -
-12.7K
- 50.56%
$393K - $428K
12.5K $439K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-13.5K
- 20.67%
$417K - $454K
51.9K $1.83M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-14.6K
- 0.56%
$450K - $489K
2.59M $91.2M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

SELL
 -
-14.8K
- 4.27%
$457K - $497K
332K $11.7M
Oct 18, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-15.2K
- 46.05%
$469K - $510K
17.8K $628K
Oct 02, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-16.4K
Closed
$507K - $552K
0 $0
Oct 25, 2023 Q3 2023
Concord Wealth Partners

SELL
 -
-17K
- 8.04%
$526K - $572K
195K $6.87M
Oct 10, 2023 Q3 2023
Kwb Wealth

Redlands, CA
SELL
 -
-17.1K
- 1.0%
$527K - $573K
1.7M $59.8M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-17.1K
- 64.55%
$528K - $574K
9.38K $331K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

SELL
 -
-18.3K
- 12.44%
$565K - $614K
129K $4.54M
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-18.4K
- 0.7%
$568K - $618K
2.62M $92.5M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-18.8K
- 6.11%
$580K - $631K
289K $10.2M
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
SELL
 -
-18.8K
- 8.65%
$581K - $632K
199K $7.01M
Oct 26, 2023 Q3 2023
Ironwood Wealth Management, Llc.

SELL
 -
-18.8K
- 5.87%
$582K - $632K
302K $10.7M
Oct 10, 2023 Q3 2023
Trinity Wealth Management, LLC

SELL
 -
-19K
- 30.07%
$587K - $639K
44.2K $1.56M
Oct 26, 2023 Q3 2023
Nbt Bank N A

SELL
 -
-20.5K
- 20.68%
$633K - $688K
78.6K $2.77M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-20.6K
- 82.94%
$635K - $691K
4.23K $149K
Oct 24, 2023 Q3 2023
Brown Financial Advisory

SELL
 -
-20.6K
- 6.68%
$636K - $692K
288K $10.2M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

SELL
 -
-20.7K
- 16.55%
$639K - $694K
104K $3.68M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-20.7K
- 2.85%
$639K - $695K
704K $24.8M
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-20.8K
- 26.45%
$642K - $699K
57.8K $2.04M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
SELL
 -
-21.7K
- 71.62%
$670K - $729K
8.61K $304K
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

SELL
 -
-22.4K
- 66.23%
$692K - $753K
11.4K $403K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-23.7K
- 12.58%
$731K - $795K
165K $5.81M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-25.6K
- 14.78%
$790K - $859K
148K $5.2M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

SELL
 -
-26.4K
- 29.32%
$816K - $887K
63.7K $2.25M
Nov 03, 2023 Q3 2023
Diligent Investors, LLC

SELL
 -
-26.5K
- 10.62%
$817K - $889K
223K $7.86M
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-26.5K
- 5.16%
$817K - $889K
487K $17.2M
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

SELL
 -
-26.9K
- 14.53%
$832K - $905K
158K $5.59M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-27.3K
- 4.78%
$842K - $916K
543K $19.2M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

SELL
 -
-28.7K
- 1.4%
$888K - $965K
2.02M $71.4M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
SELL
 -
-29.4K
- 79.67%
$909K - $989K
7.51K $265K
Dec 06, 2023 Q3 2023
Financial Insights, Inc.

SELL
 -
-30.1K
- 17.47%
$930K - $1.01M
142K $5.02M

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