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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-244- 1.21% |
$8.23K - $9.26K
|
19.9K
$700K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-274- 4.41% |
$9.24K - $10.4K
|
5.94K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-274- 0.5% |
$9.24K - $10.4K
|
54K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-285- 29.29% |
$9.62K - $10.8K
|
688
$24.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-318- 1.44% |
$10.7K - $12.1K
|
21.8K
$769K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-319- 63.93% |
$10.8K - $12.1K
|
180
$6.35K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-324- 1.81% |
$10.9K - $12.3K
|
17.6K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-334- 3.13% |
$11.3K - $12.7K
|
10.4K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-336- 0.56% |
$11.3K - $12.8K
|
59.3K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-338- 0.27% |
$11.4K - $12.8K
|
123K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-345- 2.47% |
$11.6K - $13.1K
|
13.6K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-346- 0.52% |
$11.7K - $13.1K
|
66.3K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-350- 2.61% |
$11.8K - $13.3K
|
13K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-367- 1.34% |
$12.4K - $13.9K
|
27.1K
$956K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-374- 0.09% |
$12.6K - $14.2K
|
424K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 4.06% |
$12.7K - $14.2K
|
8.86K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-376- 2.68% |
$12.7K - $14.3K
|
13.7K
$482K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-396- 59.55% |
$13.4K - $15K
|
269
$9.49K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-400- 0.52% |
$13.5K - $15.2K
|
75.8K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-422- 4.19% |
$14.2K - $16K
|
9.65K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-426- 1.26% |
$14.4K - $16.2K
|
33.3K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-428- 5.49% |
$14.4K - $16.2K
|
7.36K
$260K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-444- 1.01% |
$15K - $16.9K
|
43.6K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-451- 2.0% |
$15.2K - $17.1K
|
22.1K
$780K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-458- 3.48% |
$15.5K - $17.4K
|
12.7K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-465- 0.53% |
$15.7K - $17.7K
|
87K
$3.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-466- 3.02% |
$15.7K - $17.7K
|
15K
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-471- 1.77% |
$15.9K - $17.9K
|
26.1K
$920K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-480- 4.75% |
$16.2K - $18.2K
|
9.63K
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-500- 3.73% |
$16.9K - $19K
|
12.9K
$455K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-508- 3.47% |
$17.1K - $19.3K
|
14.1K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-516- 1.02% |
$17.4K - $19.6K
|
50.1K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-520- 7.84% |
$17.5K - $19.7K
|
6.11K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-535- 2.66% |
$18.1K - $20.3K
|
19.6K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-537- 0.38% |
$18.1K - $20.4K
|
142K
$5.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-545- 0.61% |
$18.4K - $20.7K
|
88.9K
$3.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-551- 2.34% |
$18.6K - $20.9K
|
23K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-574- 1.8% |
$19.4K - $21.8K
|
31.3K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-585- 0.73% |
$19.7K - $22.2K
|
79.9K
$2.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-597- 1.66% |
$20.1K - $22.7K
|
35.4K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-600- 5.02% |
$20.2K - $22.8K
|
11.4K
$401K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-606- 6.9% |
$20.4K - $23K
|
8.18K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-608- 5.9% |
$20.5K - $23.1K
|
9.7K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-609- 0.25% |
$20.5K - $23.1K
|
240K
$8.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-615- 3.11% |
$20.8K - $23.3K
|
19.1K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-629- 8.15% |
$21.2K - $23.9K
|
7.09K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-634- 7.71% |
$21.4K - $24.1K
|
7.59K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-643- 1.05% |
$21.7K - $24.4K
|
60.4K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-654- 3.23% |
$22.1K - $24.8K
|
19.6K
$692K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-655- 0.97% |
$22.1K - $24.9K
|
66.6K
$2.35M
|