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 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.17K+ 615.88% |
$208K - $234K
|
7.17K
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.07K+ 3.77% |
$205K - $230K
|
167K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.97K+ 28.71% |
$201K - $227K
|
26.8K
$944K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.93K+ 5.76% |
$200K - $225K
|
109K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5.92K+ 2.62% |
$200K - $225K
|
232K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.82KNew |
$196K - $221K
|
5.82K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.69KNew |
$192K - $216K
|
5.69K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.63KNew |
$190K - $214K
|
5.63K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.63K+ 11.18% |
$190K - $214K
|
56K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.59KNew |
$189K - $212K
|
5.59K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.53K+ 2.34% |
$187K - $210K
|
242K
$8.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.51KNew |
$186K - $209K
|
5.51K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.49KNew |
$185K - $208K
|
5.49K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.46K+ 19.51% |
$184K - $207K
|
33.5K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.34KNew |
$180K - $203K
|
5.34K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
4.87K+ 5.16% |
$164K - $185K
|
99.2K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.78K+ 45.46% |
$161K - $181K
|
15.3K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.57K+ 1.87% |
$154K - $174K
|
249K
$8.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.51K+ 11.0% |
$152K - $171K
|
45.5K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.5K+ 0.64% |
$152K - $171K
|
712K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.39K+ 3.62% |
$148K - $166K
|
126K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.34K+ 12.75% |
$147K - $165K
|
38.4K
$1.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4.33K+ 324.16% |
$146K - $165K
|
5.67K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.33K+ 14.47% |
$146K - $164K
|
34.2K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.31K+ 45.03% |
$145K - $163K
|
13.9K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.23K+ 17.97% |
$143K - $160K
|
27.8K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.13K+ 8.03% |
$139K - $157K
|
55.5K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 4.78% |
$139K - $156K
|
90.1K
$3.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.09K+ 26.48% |
$138K - $155K
|
19.5K
$688K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.07K+ 5.37% |
$137K - $154K
|
79.8K
$2.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.84K+ 2.33% |
$130K - $146K
|
169K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.82K+ 3.89% |
$129K - $145K
|
102K
$3.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.78K+ 4.49% |
$128K - $144K
|
88K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.78K+ 4.73% |
$127K - $143K
|
83.6K
$2.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.76K+ 3.62% |
$127K - $143K
|
108K
$3.8M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.68K+ 1.73% |
$124K - $140K
|
216K
$7.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.54K+ 13.1% |
$119K - $134K
|
30.5K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.47K+ 3.54% |
$117K - $132K
|
101K
$3.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.47K+ 5.38% |
$117K - $132K
|
68K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.41K+ 0.35% |
$115K - $129K
|
966K
$34.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.4K+ 2.13% |
$115K - $129K
|
163K
$5.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.35K+ 3.36% |
$113K - $127K
|
103K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.31K+ 2.09% |
$112K - $125K
|
161K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
3.31K+ 6.64% |
$112K - $125K
|
53.1K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.3K+ 7.61% |
$111K - $125K
|
46.6K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.28K+ 25.03% |
$111K - $124K
|
16.4K
$578K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.09K+ 1.1% |
$104K - $117K
|
285K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.08K+ 7.32% |
$104K - $117K
|
45.1K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.04K+ 1.8% |
$102K - $115K
|
171K
$6.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.01K+ 20.17% |
$102K - $114K
|
17.9K
$633K
|