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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-455- 3.39% |
$13.4K - $15.5K
|
13K
$457K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-482- 2.47% |
$14.2K - $16.4K
|
19K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-505- 0.83% |
$14.9K - $17.2K
|
60.1K
$2.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-527- 7.17% |
$15.5K - $18K
|
6.83K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-538- 7.2% |
$15.8K - $18.3K
|
6.93K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-540- 1.14% |
$15.9K - $18.4K
|
47K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-549- 0.46% |
$16.2K - $18.7K
|
119K
$4.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-573- 7.06% |
$16.9K - $19.5K
|
7.54K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-582- 4.8% |
$17.1K - $19.8K
|
11.6K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-586- 2.3% |
$17.3K - $20K
|
24.8K
$876K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-587- 8.44% |
$17.3K - $20K
|
6.37K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-633- 0.83% |
$18.6K - $21.6K
|
75.2K
$2.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-639- 0.18% |
$18.8K - $21.8K
|
356K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-658- 0.34% |
$19.4K - $22.4K
|
192K
$6.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-684- 2.6% |
$20.2K - $23.3K
|
25.6K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-697- 4.65% |
$20.5K - $23.7K
|
14.3K
$504K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-697- 27.5% |
$20.5K - $23.7K
|
1.84K
$64.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-730- 9.93% |
$21.5K - $24.9K
|
6.62K
$234K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-757- 6.61% |
$22.3K - $25.8K
|
10.7K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-781- 2.68% |
$23K - $26.6K
|
28.4K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-784- 3.37% |
$23.1K - $26.7K
|
22.5K
$792K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-817- 1.65% |
$24.1K - $27.8K
|
48.7K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-825- 55.82% |
$24.3K - $28.1K
|
653
$23K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-846- 4.46% |
$24.9K - $28.8K
|
18.1K
$639K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-848- 11.03% |
$25K - $28.9K
|
6.84K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-850- 12.64% |
$25K - $29K
|
5.88K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-900- 7.49% |
$26.5K - $30.7K
|
11.1K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-937- 6.14% |
$27.6K - $31.9K
|
14.3K
$506K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-959- 3.62% |
$28.3K - $32.7K
|
25.6K
$902K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1K- 14.25% |
$29.6K - $34.2K
|
6.04K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.03K- 71.6% |
$30.4K - $35.1K
|
409
$14.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.07K- 10.73% |
$31.4K - $36.4K
|
8.88K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.08K- 2.0% |
$31.7K - $36.7K
|
52.9K
$1.87M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.13K- 4.29% |
$33.1K - $38.3K
|
25.1K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 14.12% |
$33.1K - $38.3K
|
6.84K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.18K- 0.92% |
$34.7K - $40.2K
|
127K
$4.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.18K- 13.33% |
$34.8K - $40.3K
|
7.69K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.19K- 0.56% |
$34.9K - $40.4K
|
209K
$7.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.22K- 8.14% |
$35.9K - $41.5K
|
13.7K
$485K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.22K- 15.04% |
$35.9K - $41.5K
|
6.88K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.22K- 12.72% |
$36K - $41.7K
|
8.39K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.27K- 3.21% |
$37.4K - $43.2K
|
38.3K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.28K- 4.24% |
$37.6K - $43.5K
|
28.9K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.35K- 8.72% |
$39.7K - $45.9K
|
14.1K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.4K- 9.28% |
$41.2K - $47.7K
|
13.7K
$482K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.4K- 5.11% |
$41.4K - $47.8K
|
26.1K
$919K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.41K- 2.78% |
$41.6K - $48.1K
|
49.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.43K- 1.3% |
$42K - $48.6K
|
108K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.49K- 0.69% |
$43.9K - $50.8K
|
215K
$7.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.49K- 2.01% |
$44K - $50.9K
|
73K
$2.57M
|