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
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
89.9K
+ 19.91%
$2.78M - $3.02M
542K $19.2M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
88.9K
+ 29.19%
$2.74M - $2.98M
393K $13.9M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
82K
+ 5.14%
$2.53M - $2.75M
1.68M $59.4M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
81.5K
New
$2.52M - $2.74M
81.5K $2.89M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
74.7K
+ 166.36%
$2.31M - $2.51M
120K $4.24M
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
BUY
 -
71.4K
+ 8.09%
$2.21M - $2.4M
954K $33.8M
Oct 19, 2023 Q3 2023
Act Advisors, Llc.

BUY
 -
70.7K
New
$2.18M - $2.37M
70.7K $2.5M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
68.7K
+ 148.74%
$2.12M - $2.31M
115K $4.07M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
66.8K
+ 4.92%
$2.06M - $2.24M
1.42M $50.4M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
65.7K
+ 1.57%
$2.03M - $2.21M
4.26M $151M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
60.7K
+ 5.34%
$1.87M - $2.04M
1.2M $42.4M
Nov 08, 2023 Q3 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
57.5K
+ 5.0%
$1.77M - $1.93M
1.21M $42.7M
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
57K
+ 11.98%
$1.76M - $1.91M
533K $18.9M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
56.5K
+ 66.73%
$1.74M - $1.9M
141K $5M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
56.2K
+ 7.59%
$1.73M - $1.89M
796K $28.2M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
52.7K
+ 57.44%
$1.63M - $1.77M
144K $5.11M
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
52.2K
+ 3.75%
$1.61M - $1.75M
1.44M $51.1M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
51.4K
+ 4.68%
$1.59M - $1.72M
1.15M $40.7M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
48.9K
+ 5.55%
$1.51M - $1.64M
931K $33M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
47.9K
+ 19.73%
$1.48M - $1.61M
291K $10.3M
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
46.2K
+ 15.12%
$1.43M - $1.55M
352K $12.5M
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
45.9K
New
$1.42M - $1.54M
45.9K $1.62M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
45.4K
+ 16.35%
$1.4M - $1.53M
323K $11.5M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
45.4K
+ 4.82%
$1.4M - $1.52M
987K $34.9M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
43.2K
+ 6.11%
$1.33M - $1.45M
750K $26.6M
Oct 13, 2023 Q3 2023
Auour Investments LLC

Wenham, MA
BUY
 -
42.9K
+ 5.88%
$1.32M - $1.44M
773K $27.4M
Nov 13, 2023 Q3 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
42K
New
$1.3M - $1.41M
42K $1.49M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
39.9K
New
$1.23M - $1.34M
39.9K $1.41M
Nov 13, 2023 Q3 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
39.9K
New
$1.23M - $1.34M
39.9K $1.41M
Nov 06, 2023 Q3 2023
Norden Group LLC

Provo, UT
BUY
 -
39.9K
New
$1.23M - $1.34M
39.9K $1.41M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
39.8K
+ 25.73%
$1.23M - $1.34M
195K $6.89M
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
39.4K
+ 4.26%
$1.22M - $1.32M
965K $34.2M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
39.2K
+ 10.21%
$1.21M - $1.32M
424K $15M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
37.8K
+ 21.16%
$1.17M - $1.27M
216K $7.66M
Nov 13, 2023 Q3 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
36.7K
+ 4.71%
$1.13M - $1.23M
816K $28.9M
Oct 25, 2023 Q3 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
35.9K
+ 6.19%
$1.11M - $1.21M
617K $21.9M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
35.6K
+ 18.0%
$1.1M - $1.19M
233K $8.26M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
34.5K
+ 4.7%
$1.07M - $1.16M
770K $27.3M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
33.7K
+ 14.73%
$1.04M - $1.13M
263K $9.3M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
33.1K
+ 5.06%
$1.02M - $1.11M
687K $24.3M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
31.6K
+ 2256.1%
$976K - $1.06M
33K $1.17M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
30.4K
+ 19.11%
$940K - $1.02M
190K $6.72M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
30.1K
+ 17.67%
$930K - $1.01M
201K $7.1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
29.7K
+ 6.78%
$916K - $996K
467K $16.5M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
29.5K
New
$910K - $990K
29.5K $1.04M
Nov 14, 2023 Q3 2023
Virtu Financial LLC

New York, NY
BUY
 -
29.3K
New
$906K - $985K
29.3K $1.04M
Oct 24, 2023 Q3 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
28.8K
+ 5.5%
$890K - $968K
553K $19.6M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
28.8K
+ 9.78%
$889K - $966K
323K $11.4M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
28.7K
+ 3.93%
$885K - $963K
758K $26.8M

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