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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28.5K+ 4.8% |
$879K - $956K
|
622K
$21.9M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
28.3K+ 18.31% |
$874K - $950K
|
183K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
27.1KNew |
$837K - $910K
|
27.1K
$956K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
26.8K+ 7.92% |
$828K - $900K
|
365K
$12.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
26.3KNew |
$813K - $884K
|
26.3K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.1K+ 27.54% |
$806K - $877K
|
121K
$4.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24.4K+ 13.08% |
$754K - $820K
|
211K
$7.45M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.3K+ 195.42% |
$690K - $750K
|
33.8K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22.3K+ 34.71% |
$688K - $749K
|
86.5K
$3.05M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.3KNew |
$688K - $748K
|
22.3K
$786K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.6K+ 3.41% |
$666K - $724K
|
653K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
20.6K+ 33.99% |
$638K - $693K
|
81.4K
$2.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.5K+ 96.03% |
$633K - $688K
|
41.8K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.2KNew |
$625K - $679K
|
20.2K
$714K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20.1K+ 5.31% |
$621K - $675K
|
398K
$14M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
20K+ 2.17% |
$619K - $673K
|
942K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 5.11% |
$617K - $671K
|
411K
$14.5M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
19.8K+ 10.97% |
$613K - $666K
|
201K
$7.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
19K+ 19.68% |
$588K - $639K
|
116K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.3K+ 220.27% |
$564K - $614K
|
26.6K
$937K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18.1KNew |
$559K - $608K
|
18.1K
$639K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 11.13% |
$558K - $607K
|
180K
$6.37M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
18K+ 10.27% |
$555K - $604K
|
193K
$6.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
17.9K+ 7.83% |
$552K - $601K
|
246K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
17.5KNew |
$540K - $587K
|
17.5K
$617K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.2K+ 14.55% |
$530K - $576K
|
135K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.1K+ 43.5% |
$529K - $575K
|
56.5K
$1.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17K+ 7.71% |
$525K - $571K
|
238K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 12.5% |
$517K - $562K
|
151K
$5.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
16.5K+ 5.19% |
$511K - $555K
|
335K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
16.3K+ 2.44% |
$502K - $546K
|
682K
$24M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.8KNew |
$489K - $531K
|
15.8K
$558K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
15.6K+ 0.79% |
$482K - $524K
|
1.98M
$69.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.4K+ 5.73% |
$476K - $517K
|
284K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.1KNew |
$465K - $506K
|
15.1K
$532K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.1K+ 3.63% |
$465K - $506K
|
431K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.8K+ 19.56% |
$456K - $496K
|
90.3K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14.3K+ 338.61% |
$440K - $479K
|
18.5K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
13.8K+ 6.36% |
$425K - $462K
|
230K
$8.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.6K+ 3791.27% |
$389K - $423K
|
12.9K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.1K+ 5.97% |
$373K - $406K
|
215K
$7.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.9K+ 5.41% |
$368K - $400K
|
232K
$8.19M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11.6KNew |
$359K - $390K
|
11.6K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 5.47% |
$355K - $386K
|
221K
$7.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
11.3KNew |
$349K - $379K
|
11.3K
$399K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
11.3K+ 3.19% |
$347K - $378K
|
364K
$12.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$341K - $370K
|
11K
$389K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$337K - $366K
|
10.9K
$385K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.9K+ 2.48% |
$336K - $365K
|
450K
$15.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.8K+ 7.49% |
$333K - $362K
|
155K
$5.45M
|