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 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.8K- 2.8% |
$1.01M - $1.1M
|
1.14M
$40.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-33.1K- 14.75% |
$1.02M - $1.11M
|
192K
$6.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-36.5K- 22.06% |
$1.13M - $1.23M
|
129K
$4.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-37.9K- 6.11% |
$1.17M - $1.27M
|
582K
$20.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-38.3K- 8.97% |
$1.18M - $1.29M
|
389K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-40.6K- 6.94% |
$1.25M - $1.36M
|
545K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-40.7K- 7.19% |
$1.26M - $1.37M
|
526K
$18.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-41.7K- 3.41% |
$1.29M - $1.4M
|
1.18M
$41.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-43.1K- 21.17% |
$1.33M - $1.45M
|
161K
$5.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-48.4K- 16.29% |
$1.5M - $1.63M
|
249K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.5K- 8.6% |
$1.62M - $1.76M
|
558K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-58.3K- 10.4% |
$1.8M - $1.96M
|
502K
$17.8M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-64.3K- 15.18% |
$1.99M - $2.16M
|
360K
$12.7M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-65.2K- 87.15% |
$2.01M - $2.19M
|
9.62K
$341K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-66.6K- 58.86% |
$2.06M - $2.24M
|
46.6K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-75.3K- 14.32% |
$2.33M - $2.53M
|
450K
$15.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-76K- 10.14% |
$2.35M - $2.55M
|
673K
$23.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-82.7K- 43.54% |
$2.55M - $2.78M
|
107K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-87.2K- 10.62% |
$2.69M - $2.93M
|
734K
$26M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-92.2K- 6.26% |
$2.85M - $3.1M
|
1.38M
$48.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-94.7K- 20.83% |
$2.93M - $3.18M
|
360K
$12.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-99.1K- 34.13% |
$3.06M - $3.33M
|
191K
$6.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-101K- 65.15% |
$3.12M - $3.39M
|
54K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-126K- 42.39% |
$3.9M - $4.24M
|
171K
$6.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-129K- 6.17% |
$3.98M - $4.33M
|
1.96M
$69.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-129K- 19.56% |
$3.98M - $4.33M
|
530K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-132K- 15.68% |
$4.07M - $4.43M
|
709K
$25.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-137K- 5.76% |
$4.24M - $4.61M
|
2.25M
$79.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-138K- 41.3% |
$4.25M - $4.62M
|
196K
$6.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-150K- 17.29% |
$4.64M - $5.05M
|
719K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-153K- 19.52% |
$4.74M - $5.15M
|
632K
$22.4M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-186K- 32.22% |
$5.75M - $6.25M
|
392K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-198K- 4.57% |
$6.12M - $6.66M
|
4.14M
$146M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-242K- 6.74% |
$7.46M - $8.11M
|
3.34M
$118M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-301K- 11.44% |
$9.3M - $10.1M
|
2.33M
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-301K- 3.35% |
$9.3M - $10.1M
|
8.7M
$308M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-369K- 91.79% |
$11.4M - $12.4M
|
33K
$1.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-407K- 79.46% |
$12.6M - $13.7M
|
105K
$3.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-486K- 57.94% |
$15M - $16.3M
|
353K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-490K- 18.53% |
$15.1M - $16.5M
|
2.16M
$76.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.31M- 17.49% |
$40.5M - $44M
|
6.19M
$219M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.51M- 18.49% |
$46.7M - $50.7M
|
6.66M
$236M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.53M- 24.88% |
$78.1M - $85M
|
7.64M
$271M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.57MClosed |
$79.2M - $86.2M
|
0
$0
|