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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.72K- 0.77% |
$58.2K - $65.4K
|
222K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.72K- 30.29% |
$58.2K - $65.4K
|
3.97K
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.75K- 6.82% |
$59K - $66.4K
|
23.9K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.77K- 1.13% |
$59.7K - $67.2K
|
155K
$5.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-1.78K- 5.37% |
$60.2K - $67.7K
|
31.4K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.79K- 8.46% |
$60.3K - $67.8K
|
19.3K
$682K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.82K- 4.7% |
$61.3K - $69K
|
36.9K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.89K- 2.76% |
$63.6K - $71.6K
|
66.3K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.92K- 18.64% |
$64.7K - $72.8K
|
8.37K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.97K- 2.56% |
$66.5K - $74.8K
|
75.1K
$2.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.03K- 1.88% |
$68.3K - $76.9K
|
106K
$3.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.04K- 26.63% |
$68.9K - $77.5K
|
5.63K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.05K- 7.34% |
$69.1K - $77.7K
|
25.8K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 15.27% |
$71.8K - $80.7K
|
11.8K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.17K- 2.37% |
$73.2K - $82.4K
|
89.6K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.21K- 3.38% |
$74.7K - $84K
|
63.2K
$2.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.23K- 18.03% |
$75.2K - $84.6K
|
10.1K
$357K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.4K- 3.59% |
$80.8K - $90.9K
|
64.4K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.42K- 7.72% |
$81.8K - $92K
|
29K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.49K- 0.92% |
$84K - $94.5K
|
267K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.57K- 2.75% |
$86.6K - $97.4K
|
90.7K
$3.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.79K- 19.78% |
$94.1K - $106K
|
11.3K
$399K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.87K- 6.37% |
$96.7K - $109K
|
42.1K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.03K- 1.69% |
$102K - $115K
|
177K
$6.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.16K- 23.72% |
$106K - $120K
|
10.1K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.24K- 26.65% |
$109K - $123K
|
8.91K
$314K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.39K- 3.5% |
$114K - $129K
|
93.3K
$3.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.44K- 37.58% |
$116K - $131K
|
5.71K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.63K- 16.12% |
$122K - $138K
|
18.9K
$666K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 2.11% |
$128K - $144K
|
176K
$6.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.19K- 23.19% |
$141K - $159K
|
13.9K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.3K- 2.48% |
$145K - $163K
|
169K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.51K- 5.25% |
$152K - $171K
|
81.3K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4.55K- 14.33% |
$154K - $173K
|
27.2K
$960K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.58K- 3.27% |
$154K - $174K
|
135K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.59K- 10.34% |
$155K - $174K
|
39.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.77K- 1.16% |
$161K - $181K
|
405K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.92K- 23.43% |
$166K - $187K
|
16.1K
$567K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 5.01% |
$167K - $188K
|
94K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.99K- 2.33% |
$168K - $189K
|
209K
$7.37M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.01K- 31.66% |
$169K - $190K
|
10.8K
$382K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.05K- 43.64% |
$170K - $192K
|
6.52K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.07K- 2.52% |
$171K - $193K
|
196K
$6.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.14K- 11.62% |
$173K - $195K
|
39.1K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.16K- 13.14% |
$174K - $196K
|
34.1K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.28K- 15.01% |
$178K - $201K
|
29.9K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.84K- 2.36% |
$197K - $222K
|
241K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.86K- 15.28% |
$198K - $222K
|
32.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.94K- 3.34% |
$200K - $225K
|
172K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.12K- 1.92% |
$206K - $232K
|
312K
$11M
|