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 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.01% |
$29.5 - $34.1
|
7.22K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$29.5 - $34.1
|
2.56K
$90.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$29.5 - $34.1
|
16K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4- 0.01% |
$118 - $136
|
41.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-13- 7.83% |
$383 - $443
|
153
$5.42K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.15% |
$589 - $681
|
13.4K
$474K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-25- 0.14% |
$737 - $852
|
17.8K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-27- 0.27% |
$795 - $920
|
10K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-33- 0.41% |
$972 - $1.12K
|
7.93K
$281K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-43- 0.05% |
$1.27K - $1.47K
|
87.1K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45- 10.16% |
$1.33K - $1.53K
|
398
$14.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-56- 0.17% |
$1.65K - $1.91K
|
33.1K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-57- 0.1% |
$1.68K - $1.94K
|
58.7K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-57- 0.22% |
$1.68K - $1.94K
|
26.2K
$927K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-64- 0.76% |
$1.89K - $2.18K
|
8.32K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.14% |
$2.03K - $2.35K
|
50.3K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-70- 0.33% |
$2.06K - $2.38K
|
21.3K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-75- 1.03% |
$2.21K - $2.56K
|
7.19K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-86- 1.58% |
$2.53K - $2.93K
|
5.36K
$190K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-116- 1.69% |
$3.42K - $3.95K
|
6.75K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-119- 0.93% |
$3.51K - $4.05K
|
12.6K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-150- 0.31% |
$4.42K - $5.11K
|
47.8K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-157- 0.97% |
$4.63K - $5.35K
|
16.1K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-167- 0.93% |
$4.92K - $5.69K
|
17.9K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-183- 2.65% |
$5.39K - $6.23K
|
6.71K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-187- 0.74% |
$5.51K - $6.37K
|
25K
$885K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-198- 2.95% |
$5.83K - $6.75K
|
6.5K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-214- 0.16% |
$6.3K - $7.29K
|
132K
$4.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-215- 2.67% |
$6.33K - $7.33K
|
7.84K
$278K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-218- 70.55% |
$6.42K - $7.43K
|
91
$3.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-224- 2.95% |
$6.6K - $7.63K
|
7.38K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-230- 2.38% |
$6.78K - $7.84K
|
9.45K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-238- 0.12% |
$7.01K - $8.11K
|
193K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-241- 25.75% |
$7.1K - $8.21K
|
695
$24.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-264- 2.34% |
$7.78K - $8.99K
|
11K
$391K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-272- 2.83% |
$8.01K - $9.27K
|
9.35K
$331K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 0.99% |
$8.19K - $9.47K
|
27.7K
$980K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-315- 0.25% |
$9.28K - $10.7K
|
125K
$4.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-316- 0.72% |
$9.31K - $10.8K
|
43.8K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-337- 69.77% |
$9.93K - $11.5K
|
146
$5.17K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-340- 1.21% |
$10K - $11.6K
|
27.8K
$984K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-351- 1.54% |
$10.3K - $12K
|
22.4K
$795K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-375- 2.88% |
$11K - $12.8K
|
12.7K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-402- 2.5% |
$11.8K - $13.7K
|
15.6K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-407- 1.21% |
$12K - $13.9K
|
33.4K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-409- 45.09% |
$12K - $13.9K
|
498
$17.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-415- 3.81% |
$12.2K - $14.1K
|
10.5K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-430- 0.43% |
$12.7K - $14.7K
|
98.8K
$3.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-433- 6.4% |
$12.8K - $14.8K
|
6.34K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-450- 2.07% |
$13.3K - $15.3K
|
21.3K
$755K
|