Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65M+ 1732.21% |
$55.8M - $62.7M
|
1.75M
$61.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.62M+ 117.42% |
$54.7M - $61.5M
|
3M
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.5M+ 2.49% |
$50.7M - $57.1M
|
61.9M
$2.19B
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
965K+ 16.0% |
$32.6M - $36.6M
|
6.99M
$248M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
907K+ 8.62% |
$30.6M - $34.4M
|
11.4M
$405M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
659K+ 11.11% |
$22.2M - $25M
|
6.6M
$234M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
573K+ 1.95% |
$19.3M - $21.7M
|
29.9M
$1.06B
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
500K+ 51.11% |
$16.9M - $19M
|
1.48M
$52.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
455KNew |
$15.3M - $17.3M
|
455K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
441K+ 9.16% |
$14.9M - $16.8M
|
5.26M
$186M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
429K+ 26.61% |
$14.5M - $16.3M
|
2.04M
$72.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
378K+ 2.96% |
$12.7M - $14.3M
|
13.2M
$466M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
352K+ 15.5% |
$11.9M - $13.4M
|
2.62M
$92.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
340K+ 8.44% |
$11.5M - $12.9M
|
4.37M
$155M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
339KNew |
$11.4M - $12.9M
|
339K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
271K+ 11.39% |
$9.15M - $10.3M
|
2.65M
$93.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
266K+ 295.07% |
$8.98M - $10.1M
|
356K
$12.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
265K+ 65.4% |
$8.95M - $10.1M
|
671K
$23.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
228K+ 11.18% |
$7.69M - $8.65M
|
2.27M
$80.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
228K+ 4.16% |
$7.68M - $8.64M
|
5.7M
$202M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
219K+ 149.83% |
$7.39M - $8.31M
|
365K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
196K+ 14.87% |
$6.62M - $7.45M
|
1.52M
$53.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
194K+ 56.68% |
$6.55M - $7.37M
|
536K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
193K+ 3.69% |
$6.51M - $7.33M
|
5.42M
$192M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
175KNew |
$5.89M - $6.63M
|
175K
$6.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
170K+ 117.66% |
$5.75M - $6.47M
|
315K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
153K+ 81.71% |
$5.17M - $5.82M
|
341K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
127K+ 4.58% |
$4.27M - $4.81M
|
2.89M
$102M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
115K+ 524.8% |
$3.89M - $4.38M
|
137K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
110KNew |
$3.71M - $4.18M
|
110K
$3.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
100KNew |
$3.38M - $3.81M
|
100K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$3.38M - $3.8M
|
100K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100KNew |
$3.38M - $3.8M
|
100K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.7K+ 279.78% |
$3.3M - $3.71M
|
133K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88.4K+ 1.82% |
$2.98M - $3.35M
|
4.93M
$175M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
85.4K+ 608.55% |
$2.88M - $3.24M
|
99.4K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
81.8K+ 2.56% |
$2.76M - $3.11M
|
3.27M
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.4K+ 4.35% |
$2.51M - $2.83M
|
1.79M
$63.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
72.8K+ 5.5% |
$2.46M - $2.76M
|
1.4M
$49.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
72.5K+ 17.28% |
$2.45M - $2.75M
|
492K
$17.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
71KNew |
$2.4M - $2.69M
|
71K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
70.6K+ 26.35% |
$2.38M - $2.68M
|
339K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69.8K+ 0.13% |
$2.35M - $2.65M
|
53.4M
$1.89B
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
68.7K+ 5.49% |
$2.32M - $2.61M
|
1.32M
$46.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.6K+ 1.5% |
$2.32M - $2.6M
|
4.64M
$164M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
63.6K+ 14.16% |
$2.15M - $2.41M
|
513K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
63K+ 44.54% |
$2.12M - $2.39M
|
204K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
57.5K+ 2049.16% |
$1.94M - $2.18M
|
60.3K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
56KNew |
$1.89M - $2.12M
|
56K
$1.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
55KNew |
$1.86M - $2.09M
|
55K
$1.95M
|