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 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.51K- 16.63% |
$44.4K - $51.3K
|
7.55K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.54K- 11.27% |
$45.3K - $52.3K
|
12.1K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 1.03% |
$45.5K - $52.6K
|
149K
$5.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.57K- 10.29% |
$46.3K - $53.5K
|
13.7K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.58K- 7.06% |
$46.5K - $53.7K
|
20.7K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 0.33% |
$46.8K - $54.1K
|
477K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 3.7% |
$48.7K - $56.3K
|
43.1K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.7K- 36.79% |
$50.1K - $58K
|
2.92K
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.81K- 0.78% |
$53.4K - $61.7K
|
231K
$8.19M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 13.2% |
$54.3K - $62.8K
|
12.1K
$429K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.86K- 2.89% |
$54.6K - $63.2K
|
62.3K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.86K- 2.63% |
$54.7K - $63.3K
|
68.8K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.93K- 7.32% |
$56.7K - $65.6K
|
24.4K
$863K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.93K- 7.32% |
$56.7K - $65.6K
|
24.4K
$863K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.94K- 10.52% |
$57.2K - $66.2K
|
16.5K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-2.01K- 11.89% |
$59.1K - $68.3K
|
14.9K
$527K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.04K- 7.14% |
$60.2K - $69.6K
|
26.6K
$941K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.14K- 8.55% |
$63.1K - $73K
|
22.9K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.15K- 25.55% |
$63.2K - $73.1K
|
6.25K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.2K- 5.01% |
$64.8K - $74.9K
|
41.7K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.37K- 0.42% |
$69.7K - $80.6K
|
564K
$20M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.38K- 1.35% |
$70.1K - $81.1K
|
174K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 28.54% |
$70.5K - $81.5K
|
5.99K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 2.31% |
$72.9K - $84.4K
|
105K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.49K- 23.41% |
$73.3K - $84.8K
|
8.14K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.49K- 0.45% |
$73.4K - $84.8K
|
556K
$19.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.59K- 8.77% |
$76.2K - $88.1K
|
26.9K
$953K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.62K- 24.49% |
$77.3K - $89.4K
|
8.09K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.74K- 2.6% |
$80.6K - $93.2K
|
102K
$3.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.88K- 30.81% |
$84.7K - $98K
|
6.46K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.89K- 3.46% |
$85.2K - $98.5K
|
80.8K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.02K- 4.59% |
$88.9K - $103K
|
62.7K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.09K- 5.55% |
$91.1K - $105K
|
52.6K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.15K- 9.8% |
$92.8K - $107K
|
29K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.17K- 5.0% |
$93.4K - $108K
|
60.2K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.2K- 25.69% |
$94.3K - $109K
|
9.26K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.22K- 1.4% |
$94.8K - $110K
|
227K
$8.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 0.51% |
$104K - $121K
|
685K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.71K- 5.79% |
$109K - $126K
|
60.3K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.73K- 11.36% |
$110K - $127K
|
29.1K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.77K- 56.67% |
$111K - $128K
|
2.88K
$102K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.95K- 0.64% |
$116K - $135K
|
613K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.97K- 2.07% |
$117K - $135K
|
188K
$6.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.07K- 1.71% |
$120K - $138K
|
233K
$8.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.08K- 12.29% |
$120K - $139K
|
29.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.09K- 2.34% |
$120K - $139K
|
171K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.11K- 2.63% |
$121K - $140K
|
152K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.16K- 1.01% |
$123K - $142K
|
407K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 6.22% |
$135K - $156K
|
68.9K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.61K- 1.72% |
$136K - $157K
|
264K
$9.35M
|