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
Goal Vest Advisory LLC

BUY
 -
735
New
$22.7K - $24.7K
735 $25.9K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
730
+ 4.22%
$22.5K - $24.5K
18K $637K
Oct 19, 2023 Q3 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
722
+ 1.02%
$22.3K - $24.2K
71.7K $2.53M
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
713
+ 10.73%
$22K - $23.9K
7.36K $259K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
701
New
$21.6K - $23.5K
701 $24.7K
Oct 17, 2023 Q3 2023
Advisors Management Group Inc

BUY
 -
691
+ 3.13%
$21.3K - $23.2K
22.8K $804K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
645
+ 5.96%
$19.9K - $21.7K
11.5K $404K
Oct 19, 2023 Q3 2023
Pcg Wealth Advisors, LLC

BUY
 -
595
+ 1.2%
$18.4K - $20K
50.3K $1.78M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
588
New
$18.2K - $19.7K
588 $20.7K
Oct 25, 2023 Q3 2023
Bck Partners, Inc.

BUY
 -
583
+ 2.75%
$18K - $19.6K
21.8K $768K
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
570
+ 1.93%
$17.6K - $19.1K
30.2K $1.06M
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
557
+ 6.27%
$17.2K - $18.7K
9.43K $333K
Nov 09, 2023 Q3 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
520
+ 1.04%
$16.1K - $17.5K
50.8K $1.79M
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
464
+ 0.67%
$14.3K - $15.6K
69.3K $2.44M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
456
+ 101.11%
$14.1K - $15.3K
907 $32K
Nov 08, 2023 Q3 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
451
+ 7.0%
$13.9K - $15.1K
6.89K $243K
Oct 26, 2023 Q3 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
449
+ 0.31%
$13.9K - $15.1K
145K $5.12M
Oct 24, 2023 Q3 2023
Eclectic Associates Inc

BUY
 -
430
+ 0.4%
$13.3K - $14.4K
107K $3.77M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
418
+ 5.08%
$12.9K - $14K
8.65K $305K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
417
+ 3.15%
$12.9K - $14K
13.7K $482K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
408
+ 0.61%
$12.6K - $13.7K
67.2K $2.37M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
384
New
$11.9K - $12.9K
384 $13.5K
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
383
+ 0.52%
$11.8K - $12.9K
73.8K $2.6M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
377
New
$11.6K - $12.7K
377 $13.3K
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
365
+ 0.62%
$11.3K - $12.3K
59.6K $2.1M
Oct 25, 2023 Q3 2023
Old Second National Bank Of Aurora

BUY
 -
352
+ 3.52%
$10.9K - $11.8K
10.4K $365K
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
350
+ 0.92%
$10.8K - $11.8K
38.2K $1.35M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
344
+ 30.34%
$10.6K - $11.6K
1.48K $52.1K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
338
+ 1.58%
$10.4K - $11.4K
21.7K $766K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
337
+ 230.82%
$10.4K - $11.3K
483 $17K
Oct 24, 2023 Q3 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
300
+ 4.14%
$9.26K - $10.1K
7.55K $266K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
300
+ 2.47%
$9.26K - $10.1K
12.5K $439K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
297
New
$9.17K - $9.97K
297 $10.5K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
295
+ 4.11%
$9.11K - $9.91K
7.47K $263K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
283
+ 3.56%
$8.74K - $9.5K
8.23K $290K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
283
+ 14150.0%
$8.74K - $9.5K
285 $10.1K
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
269
+ 3.13%
$8.31K - $9.03K
8.87K $313K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
261
New
$8.06K - $8.76K
261 $9.21K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
250
+ 164.47%
$7.72K - $8.4K
402 $14.2K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
241
+ 44.63%
$7.44K - $8.09K
781 $27.6K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
239
+ 0.8%
$7.38K - $8.03K
30K $1.06M
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
220
+ 2.78%
$6.79K - $7.39K
8.13K $287K
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
218
+ 239.56%
$6.73K - $7.32K
309 $10.9K
Oct 18, 2023 Q3 2023
Nova Point Capital, LLC

BUY
 -
216
+ 0.15%
$6.67K - $7.25K
140K $4.93M
Oct 25, 2023 Q3 2023
Wealth Management Solutions, LLC

BUY
 -
214
+ 1.18%
$6.61K - $7.19K
18.4K $647K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
209
+ 2.62%
$6.45K - $7.02K
8.17K $288K
Nov 02, 2023 Q3 2023
Lincoln Capital Corp

BUY
 -
208
+ 2.4%
$6.42K - $6.98K
8.87K $313K
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
200
+ 2.85%
$6.18K - $6.72K
7.22K $255K
Nov 08, 2023 Q3 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
198
+ 0.18%
$6.11K - $6.65K
110K $3.88M

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