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 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.93K+ 8.06% |
$98.8K - $111K
|
39.3K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.86K+ 36.28% |
$96.6K - $109K
|
10.8K
$379K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.66K+ 5.99% |
$89.8K - $101K
|
47.1K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.58K+ 43.91% |
$87K - $97.9K
|
8.46K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.54K+ 8.9% |
$85.8K - $96.6K
|
31.1K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.53KNew |
$85.4K - $96.1K
|
2.53K
$89.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.53K+ 16.54% |
$85.2K - $95.9K
|
17.8K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.41KNew |
$81.2K - $91.4K
|
2.41K
$85K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.4K+ 10.03% |
$81.1K - $91.2K
|
26.4K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.33K+ 1.62% |
$78.5K - $88.3K
|
146K
$5.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.3K+ 1.43% |
$77.5K - $87.2K
|
163K
$5.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 3.37% |
$76.2K - $85.7K
|
69.2K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 1.3% |
$76K - $85.5K
|
176K
$6.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.23K+ 0.84% |
$75.1K - $84.5K
|
266K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.21K+ 17.2% |
$74.4K - $83.7K
|
15K
$530K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.15K+ 4.52% |
$72.7K - $81.8K
|
49.8K
$1.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.05K+ 0.68% |
$69.3K - $77.9K
|
302K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2K+ 7.37% |
$67.6K - $76.1K
|
29.2K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.92K+ 9.76% |
$64.8K - $73K
|
21.6K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.9KNew |
$64.1K - $72.1K
|
1.9K
$67K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.88K+ 4.21% |
$63.5K - $71.4K
|
46.6K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.88K+ 0.67% |
$63.4K - $71.4K
|
281K
$9.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.85K+ 2.74% |
$62.4K - $70.2K
|
69.4K
$2.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.83K+ 0.2% |
$61.7K - $69.5K
|
899K
$31.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.78K+ 4.58% |
$59.9K - $67.4K
|
40.5K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
1.71K+ 1.7% |
$57.7K - $64.9K
|
103K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.7K+ 7.67% |
$57.3K - $64.4K
|
23.8K
$841K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.69K+ 1.24% |
$57.1K - $64.2K
|
138K
$4.85M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.69K+ 3.5% |
$56.9K - $64K
|
49.8K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.68K+ 23.87% |
$56.5K - $63.6K
|
8.7K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.63K+ 1.92% |
$55.1K - $62K
|
86.8K
$3.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.63K+ 1.31% |
$54.9K - $61.8K
|
126K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.61K+ 1.49% |
$54.3K - $61K
|
109K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.55K+ 4.45% |
$52.2K - $58.7K
|
36.3K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.47K+ 1.41% |
$49.6K - $55.8K
|
106K
$3.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44K+ 9.32% |
$48.7K - $54.8K
|
16.9K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.41K+ 10.28% |
$47.7K - $53.7K
|
15.2K
$535K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.41K+ 1.2% |
$47.7K - $53.7K
|
119K
$4.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 1.73% |
$47.5K - $53.4K
|
82.8K
$2.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.41K+ 1.46% |
$47.5K - $53.4K
|
97.4K
$3.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.4K+ 6.59% |
$47.1K - $53K
|
22.6K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 1.93% |
$46.3K - $52K
|
72.4K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 0.57% |
$46.2K - $51.9K
|
241K
$8.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.35K+ 8.39% |
$45.5K - $51.2K
|
17.4K
$615K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.32K+ 1.09% |
$44.4K - $50K
|
122K
$4.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.25K+ 1.4% |
$42.1K - $47.4K
|
90.6K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 6.33% |
$41.8K - $47K
|
20.8K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.23KNew |
$41.6K - $46.8K
|
1.23K
$43.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.21K+ 2.62% |
$40.7K - $45.8K
|
47.2K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 2.05% |
$40.5K - $45.5K
|
59.6K
$2.1M
|