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 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.1% |
$4.79K - $5.2K
|
14K
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-156- 0.07% |
$4.82K - $5.24K
|
237K
$8.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-158- 1.55% |
$4.88K - $5.31K
|
10K
$354K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-171- 0.41% |
$5.28K - $5.74K
|
41.2K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-188- 8.07% |
$5.81K - $6.31K
|
2.14K
$75.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-193- 1.57% |
$5.96K - $6.48K
|
12.1K
$428K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-199- 0.6% |
$6.15K - $6.68K
|
33.2K
$1.17M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-204- 1.54% |
$6.3K - $6.85K
|
13K
$460K
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-218- 0.76% |
$6.73K - $7.32K
|
28.6K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-232- 0.39% |
$7.16K - $7.79K
|
58.7K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-233- 2.84% |
$7.2K - $7.82K
|
7.97K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-243- 3.5% |
$7.5K - $8.16K
|
6.7K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-245- 61.87% |
$7.57K - $8.23K
|
151
$5.33K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-245- 0.36% |
$7.57K - $8.23K
|
67.5K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-249- 4.93% |
$7.69K - $8.36K
|
4.8K
$169K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-271- 0.81% |
$8.37K - $9.1K
|
33.1K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-271- 0.74% |
$8.37K - $9.1K
|
36.2K
$1.28M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-274- 0.89% |
$8.46K - $9.2K
|
30.6K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-280- 0.98% |
$8.65K - $9.4K
|
28.2K
$996K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-291- 0.3% |
$8.99K - $9.77K
|
95.6K
$3.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-317- 1.94% |
$9.79K - $10.6K
|
16K
$566K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-322- 1.21% |
$9.94K - $10.8K
|
26.2K
$925K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-325- 2.95% |
$10K - $10.9K
|
10.7K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-327- 0.25% |
$10.1K - $11K
|
133K
$4.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-335- 4.17% |
$10.3K - $11.2K
|
7.7K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-350- 6.95% |
$10.8K - $11.8K
|
4.69K
$165K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-355- 1.39% |
$11K - $11.9K
|
25.2K
$889K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-364- 2.94% |
$11.2K - $12.2K
|
12K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-370- 0.3% |
$11.4K - $12.4K
|
123K
$4.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-387- 0.82% |
$12K - $13K
|
46.9K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-392- 4.44% |
$12.1K - $13.2K
|
8.43K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-407- 0.31% |
$12.6K - $13.7K
|
130K
$4.58M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-428- 0.87% |
$13.2K - $14.4K
|
48.7K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-455- 3.28% |
$14.1K - $15.3K
|
13.4K
$473K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-459- 3.45% |
$14.2K - $15.4K
|
12.8K
$453K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-462- 1.64% |
$14.3K - $15.5K
|
27.7K
$977K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-464- 0.61% |
$14.3K - $15.6K
|
75.8K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-499- 0.29% |
$15.4K - $16.8K
|
171K
$6.05M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-525- 1.09% |
$16.2K - $17.6K
|
47.8K
$1.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-530- 22.74% |
$16.4K - $17.8K
|
1.8K
$63.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-530- 0.73% |
$16.4K - $17.8K
|
71.7K
$2.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-534- 5.4% |
$16.5K - $17.9K
|
9.36K
$330K
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-537- 3.79% |
$16.6K - $18K
|
13.6K
$481K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-538- 7.83% |
$16.6K - $18.1K
|
6.33K
$223K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-538- 6.02% |
$16.6K - $18.1K
|
8.4K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
SELL
|
- |
-559- 7.44% |
$17.3K - $18.8K
|
6.96K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-562- 2.88% |
$17.4K - $18.9K
|
19K
$669K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-564- 2.2% |
$17.4K - $18.9K
|
25K
$884K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-573- 0.84% |
$17.7K - $19.2K
|
67.4K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-576- 8.69% |
$17.8K - $19.3K
|
6.05K
$213K
|