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 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.85K- 15.99% |
$143K - $165K
|
25.5K
$912K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.86K- 28.64% |
$143K - $166K
|
12.1K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-4.97K- 4.9% |
$146K - $169K
|
96.4K
$3.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5.11K- 18.09% |
$151K - $174K
|
23.1K
$827K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.21K- 19.62% |
$153K - $177K
|
21.3K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.35K- 9.7% |
$158K - $182K
|
49.8K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.53K- 11.58% |
$163K - $188K
|
42.2K
$1.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-5.66K- 3.32% |
$167K - $193K
|
165K
$5.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.76K- 3.36% |
$170K - $196K
|
166K
$5.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.06K- 70.39% |
$179K - $207K
|
2.55K
$91.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.07K- 3.1% |
$179K - $207K
|
189K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.27K- 3.96% |
$185K - $214K
|
152K
$5.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.39K- 0.65% |
$188K - $218K
|
980K
$35.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6.4K- 2.12% |
$189K - $218K
|
296K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-6.58K- 24.0% |
$194K - $224K
|
20.8K
$745K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.61K- 12.83% |
$195K - $225K
|
44.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.66K- 30.43% |
$196K - $227K
|
15.2K
$545K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.69K- 30.04% |
$197K - $228K
|
15.6K
$557K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-6.75K- 0.56% |
$199K - $230K
|
1.2M
$42.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-6.8K- 14.32% |
$200K - $232K
|
40.7K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.86K- 10.76% |
$202K - $234K
|
56.9K
$2.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-7K- 2.39% |
$206K - $238K
|
286K
$10.2M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.08K- 15.67% |
$209K - $241K
|
38.1K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7.11K- 40.11% |
$209K - $242K
|
10.6K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-7.13K- 9.08% |
$210K - $243K
|
71.4K
$2.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-7.49K- 16.07% |
$221K - $255K
|
39.1K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-7.51K- 2.58% |
$221K - $256K
|
283K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-8.04K- 10.89% |
$237K - $274K
|
65.8K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.4K- 32.53% |
$247K - $286K
|
17.4K
$623K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-8.9K- 7.99% |
$262K - $303K
|
102K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.21K- 71.28% |
$271K - $314K
|
3.71K
$133K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.29K- 28.55% |
$274K - $316K
|
23.3K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.41K- 20.14% |
$277K - $321K
|
37.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.92K- 4.61% |
$292K - $338K
|
206K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.98K- 9.6% |
$294K - $340K
|
94K
$3.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.4K- 7.69% |
$306K - $354K
|
125K
$4.46M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.6K- 59.66% |
$313K - $362K
|
7.19K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-10.8K- 6.03% |
$319K - $368K
|
168K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.9K- 6.61% |
$321K - $371K
|
154K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-11.1K- 7.52% |
$327K - $378K
|
136K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.2K- 5.1% |
$330K - $381K
|
208K
$7.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11.6K- 57.81% |
$341K - $395K
|
8.46K
$302K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.6KClosed |
$342K - $396K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.7K- 6.76% |
$345K - $399K
|
162K
$5.78M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-12.1K- 24.8% |
$356K - $411K
|
36.6K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-12.2K- 8.21% |
$358K - $414K
|
136K
$4.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-12.4K- 26.48% |
$366K - $423K
|
34.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.7K- 15.42% |
$373K - $432K
|
69.5K
$2.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 6.38% |
$378K - $437K
|
188K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-13K- 8.7% |
$382K - $441K
|
136K
$4.86M
|