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 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.21K- 86.13% |
$210K - $236K
|
1K
$35.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.22K- 48.34% |
$210K - $236K
|
6.65K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.29K- 45.19% |
$212K - $239K
|
7.63K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.31K- 28.82% |
$213K - $239K
|
15.6K
$550K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.58K- 60.44% |
$222K - $250K
|
4.31K
$152K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.99K- 48.26% |
$236K - $265K
|
7.49K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.44K- 4.6% |
$251K - $282K
|
154K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-7.49K- 0.8% |
$253K - $284K
|
930K
$32.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.79K- 5.48% |
$263K - $296K
|
135K
$4.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.9K- 11.77% |
$267K - $300K
|
59.2K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-7.97K- 16.42% |
$269K - $302K
|
40.6K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-7.99K- 27.9% |
$270K - $303K
|
20.7K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.27K- 1.92% |
$279K - $314K
|
423K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-8.64K- 29.35% |
$292K - $328K
|
20.8K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.35K- 1.38% |
$316K - $355K
|
667K
$23.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9.72K- 33.15% |
$328K - $369K
|
19.6K
$692K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-9.98K- 1.06% |
$337K - $379K
|
930K
$32.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10.1K- 40.78% |
$339K - $382K
|
14.6K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.7K- 11.43% |
$362K - $408K
|
83.2K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-11.1K- 10.74% |
$373K - $420K
|
91.8K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-11.1K- 47.9% |
$373K - $420K
|
12K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 5.98% |
$381K - $429K
|
178K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-11.4K- 5.5% |
$383K - $431K
|
195K
$6.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-11.8K- 10.83% |
$399K - $448K
|
97.2K
$3.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 3.9% |
$403K - $453K
|
294K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-12.4K- 4.57% |
$420K - $472K
|
260K
$9.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.6K- 19.29% |
$425K - $478K
|
52.7K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-13.1K- 1.84% |
$441K - $496K
|
697K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13.1K- 38.38% |
$442K - $497K
|
21K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.2K- 54.02% |
$444K - $500K
|
11.2K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.4K- 4.54% |
$453K - $509K
|
282K
$9.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14K- 10.85% |
$471K - $530K
|
115K
$4.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.1K- 63.17% |
$476K - $535K
|
8.22K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-14.5K- 0.55% |
$490K - $551K
|
2.64M
$93M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14.7K- 48.5% |
$494K - $556K
|
15.6K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 4.58% |
$509K - $573K
|
315K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.8K- 88.73% |
$533K - $599K
|
2.01K
$70.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.8K- 90.54% |
$533K - $600K
|
1.65K
$58.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-16.4K- 19.37% |
$552K - $621K
|
68.1K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-17K- 38.39% |
$575K - $647K
|
27.3K
$965K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-17.7K- 6.79% |
$598K - $673K
|
243K
$8.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.9K- 1.59% |
$604K - $680K
|
1.11M
$39.1M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-18.2K- 4.53% |
$613K - $689K
|
383K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 2.83% |
$620K - $698K
|
630K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 1.65% |
$625K - $704K
|
1.11M
$39M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-19.5K- 10.9% |
$657K - $740K
|
159K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 19.8% |
$661K - $744K
|
79.4K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-19.6K- 15.51% |
$662K - $744K
|
107K
$3.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-20.3K- 18.99% |
$683K - $769K
|
86.4K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-20.5K- 4.64% |
$691K - $777K
|
421K
$14.9M
|