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 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-643- 1.05% |
$21.7K - $24.4K
|
60.4K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-654- 3.23% |
$22.1K - $24.8K
|
19.6K
$694K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-655- 0.97% |
$22.1K - $24.9K
|
66.6K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-667- 5.6% |
$22.5K - $25.3K
|
11.2K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-675- 1.21% |
$22.8K - $25.6K
|
55.3K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-677- 6.45% |
$22.8K - $25.7K
|
9.82K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-695- 2.01% |
$23.4K - $26.4K
|
33.9K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-701- 2.37% |
$23.7K - $26.6K
|
28.8K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-713- 8.19% |
$24.1K - $27.1K
|
8K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-715- 1.72% |
$24.1K - $27.1K
|
40.8K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-735- 0.6% |
$24.8K - $27.9K
|
122K
$4.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-747- 8.4% |
$25.2K - $28.4K
|
8.15K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-760- 1.64% |
$25.6K - $28.8K
|
45.5K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-768- 0.62% |
$25.9K - $29.2K
|
123K
$4.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-786- 4.04% |
$26.5K - $29.8K
|
18.7K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-801- 1.25% |
$27K - $30.4K
|
63.3K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-858- 3.2% |
$28.9K - $32.6K
|
25.9K
$918K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-865- 4.89% |
$29.2K - $32.8K
|
16.8K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-866- 0.38% |
$29.2K - $32.9K
|
227K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-918- 13.6% |
$31K - $34.8K
|
5.83K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-922- 9.66% |
$31.1K - $35K
|
8.62K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-947- 2.0% |
$32K - $35.9K
|
46.4K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-948- 0.82% |
$32K - $36K
|
114K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-980- 23.79% |
$33.1K - $37.2K
|
3.14K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.01K- 12.62% |
$34K - $38.3K
|
6.98K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.02K- 87.05% |
$34.2K - $38.5K
|
151
$5.35K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.02K- 2.31% |
$34.3K - $38.6K
|
43.1K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.03K- 14.91% |
$34.8K - $39.2K
|
5.89K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.03K- 4.23% |
$34.8K - $39.2K
|
23.4K
$827K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.05K- 0.25% |
$35.3K - $39.7K
|
416K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.05K- 1.37% |
$35.6K - $40K
|
76.1K
$2.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.06K- 2.5% |
$35.7K - $40.2K
|
41.2K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.13K- 7.45% |
$38.1K - $42.9K
|
14K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.18K- 2.31% |
$39.6K - $44.6K
|
49.6K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 8.46% |
$39.7K - $44.7K
|
12.7K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 2.57% |
$39.9K - $44.9K
|
44.8K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.24K- 15.55% |
$41.7K - $46.9K
|
6.71K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.24K- 0.62% |
$41.7K - $47K
|
199K
$7.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 0.9% |
$42.1K - $47.4K
|
137K
$4.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.28K- 15.67% |
$43.1K - $48.5K
|
6.87K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.28K- 0.09% |
$43.3K - $48.7K
|
1.48M
$52.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.29K- 0.94% |
$43.5K - $49K
|
136K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 9.94% |
$45.5K - $51.2K
|
12.2K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.35K- 25.07% |
$45.6K - $51.3K
|
4.04K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.1% |
$47.7K - $53.7K
|
33.1K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.43K- 2.29% |
$48.3K - $54.4K
|
61.1K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.54K- 8.74% |
$51.9K - $58.3K
|
16K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.58K- 1.69% |
$53.3K - $60K
|
91.8K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.61K- 0.44% |
$54.4K - $61.2K
|
362K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 11.51% |
$56.1K - $63.1K
|
12.8K
$452K
|