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 27, 2023 Q3 2023
Brio Consultants, LLC

BUY
 -
5.44K
+ 0.78%
$168K - $183K
703K $24.9M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
5.28K
New
$163K - $177K
5.28K $187K
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
5.24K
+ 1.77%
$162K - $176K
300K $10.6M
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
5.23K
+ 3.3%
$161K - $176K
164K $5.8M
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
5.2K
+ 7.44%
$161K - $175K
75.1K $2.66M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
5.14K
+ 158.27%
$159K - $172K
8.38K $297K
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
4.89K
+ 40.44%
$151K - $164K
17K $601K
Dec 07, 2023 Q3 2023
Financial Advisory Group

Houston, TX
BUY
 -
4.88K
+ 0.42%
$151K - $164K
1.17M $41.3M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.8K
+ 599.63%
$148K - $161K
5.6K $198K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.72K
New
$146K - $158K
4.72K $167K
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
4.67K
+ 11.92%
$144K - $157K
43.9K $1.55M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
4.63K
+ 7.21%
$143K - $155K
68.8K $2.44M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.56K
+ 38.06%
$141K - $153K
16.5K $585K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4.54K
+ 53.8%
$140K - $152K
13K $459K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
4.52K
+ 22.98%
$140K - $152K
24.2K $857K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
4.52K
+ 4.54%
$139K - $152K
104K $3.68M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
4.52K
+ 4.54%
$139K - $152K
104K $3.68M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
4.41K
+ 2.96%
$136K - $148K
153K $5.42M
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
4.34K
+ 17.12%
$134K - $146K
29.7K $1.05M
Oct 10, 2023 Q3 2023
Richard P Slaughter Associates Inc

BUY
 -
4.26K
+ 7.3%
$132K - $143K
62.7K $2.22M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
4.23K
+ 2.79%
$131K - $142K
156K $5.52M
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

BUY
 -
4.18K
+ 0.39%
$129K - $140K
1.08M $38.4M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
4.03K
+ 16.84%
$124K - $135K
28K $990K
Oct 19, 2023 Q3 2023
Lockerman Financial Group, Inc.

BUY
 -
3.95K
+ 50.41%
$122K - $133K
11.8K $418K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
3.85K
New
$119K - $129K
3.85K $136K
Nov 06, 2023 Q3 2023
Treasure Coast Financial Planning

BUY
 -
3.74K
+ 0.77%
$115K - $125K
487K $17.2M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
3.73K
+ 59.62%
$115K - $125K
10K $354K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.73K
+ 43.58%
$115K - $125K
12.3K $435K
Oct 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
3.69K
+ 1.28%
$114K - $124K
293K $10.4M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
3.66K
+ 1.46%
$113K - $123K
255K $9.03M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.55K
+ 2.14%
$110K - $119K
170K $6M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
3.53K
+ 7.99%
$109K - $119K
47.8K $1.69M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.5K
+ 34.96%
$108K - $117K
13.5K $478K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
3.47K
+ 14.18%
$107K - $116K
27.9K $988K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
3.47K
+ 14.18%
$107K - $116K
27.9K $988K
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
3.46K
+ 1.67%
$107K - $116K
210K $7.45M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3.41K
+ 14.16%
$105K - $115K
27.5K $974K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
3.39K
+ 2.77%
$105K - $114K
126K $4.45M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
3.34K
+ 3.7%
$103K - $112K
93.5K $3.31M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
3.26K
+ 10.57%
$101K - $109K
34.1K $1.21M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
3.22K
+ 2.57%
$99.3K - $108K
128K $4.55M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
3.12K
+ 3.0%
$96.4K - $105K
107K $3.8M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
3.12K
+ 0.34%
$96.3K - $105K
913K $32.3M
Nov 14, 2023 Q3 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
3.11K
+ 1.46%
$96.1K - $105K
217K $7.68M
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
3.04K
+ 12.75%
$93.8K - $102K
26.9K $952K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.91K
+ 10.75%
$90K - $97.8K
30K $1.06M
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
2.78K
+ 7.23%
$85.8K - $93.3K
41.2K $1.46M
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
2.74K
+ 0.28%
$84.5K - $91.8K
980K $34.7M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.64K
+ 4.13%
$81.6K - $88.8K
66.6K $2.36M

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