Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.03M+ 108.67% |
$119M - $137M
|
7.74M
$273M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.52M+ 1090.58% |
$104M - $120M
|
3.84M
$136M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.13MNew |
$92.2M - $107M
|
3.13M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25M+ 9.92% |
$66.2M - $76.6M
|
24.9M
$879M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.24MNew |
$66.1M - $76.5M
|
2.24M
$79.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.92M+ 26.94% |
$56.4M - $65.3M
|
9.03M
$318M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.83M+ 3.24% |
$54M - $62.4M
|
58.3M
$2.06B
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.58MNew |
$46.4M - $53.7M
|
1.58M
$55.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.28M+ 66.17% |
$37.6M - $43.5M
|
3.2M
$113M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.07M+ 195.52% |
$31.6M - $36.5M
|
1.62M
$57.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.06M+ 40.3% |
$31.4M - $36.3M
|
3.71M
$131M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
785K+ 58.67% |
$23.1M - $26.7M
|
2.12M
$74.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
772KNew |
$22.7M - $26.3M
|
772K
$27.2M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
698KNew |
$20.6M - $23.8M
|
698K
$24.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
694K+ 2.59% |
$20.5M - $23.7M
|
27.5M
$970M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
429K+ 527.68% |
$12.7M - $14.6M
|
511K
$18M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
370K+ 38.41% |
$10.9M - $12.6M
|
1.34M
$47.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
369K+ 1118.26% |
$10.9M - $12.6M
|
402K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
353K+ 51.36% |
$10.4M - $12M
|
1.04M
$36.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
323K+ 60.53% |
$9.5M - $11M
|
856K
$30.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
322K+ 2.63% |
$9.5M - $11M
|
12.6M
$444M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
305K+ 77.44% |
$8.97M - $10.4M
|
698K
$24.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
291K+ 2.6% |
$8.57M - $9.91M
|
11.5M
$405M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
282KNew |
$8.31M - $9.61M
|
282K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
267KNew |
$7.86M - $9.09M
|
267K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
263KNew |
$7.76M - $8.97M
|
263K
$9.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
262KNew |
$7.72M - $8.93M
|
262K
$9.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
254KNew |
$7.48M - $8.65M
|
254K
$8.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
217K+ 15.25% |
$6.4M - $7.4M
|
1.64M
$57.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
215K+ 346.87% |
$6.32M - $7.31M
|
276K
$9.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
209KNew |
$6.16M - $7.12M
|
209K
$7.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
208KNew |
$6.12M - $7.08M
|
208K
$7.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
204K+ 8.75% |
$6.01M - $6.95M
|
2.54M
$89.4M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
199K+ 12.56% |
$5.87M - $6.79M
|
1.79M
$63M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
187K+ 711.22% |
$5.52M - $6.38M
|
214K
$7.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180K+ 2.97% |
$5.3M - $6.13M
|
6.24M
$220M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
177KNew |
$5.23M - $6.05M
|
177K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
170K+ 25.32% |
$5.02M - $5.8M
|
843K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
168K+ 46.05% |
$4.94M - $5.71M
|
532K
$18.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
159KNew |
$4.68M - $5.41M
|
159K
$5.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
156KNew |
$4.61M - $5.33M
|
156K
$5.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
152K+ 14.93% |
$4.49M - $5.19M
|
1.17M
$41.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
151KNew |
$4.46M - $5.16M
|
151K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
150KNew |
$4.42M - $5.11M
|
150K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
150K+ 33.29% |
$4.42M - $5.11M
|
600K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
148K+ 6.6% |
$4.36M - $5.05M
|
2.39M
$84.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141K+ 28.14% |
$4.17M - $4.82M
|
644K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
140KNew |
$4.11M - $4.75M
|
140K
$4.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
134K+ 13.7% |
$3.96M - $4.57M
|
1.11M
$39.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
134K+ 0.25% |
$3.94M - $4.55M
|
53.8M
$1.9B
|