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 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
133K+ 24.48% |
$3.93M - $4.55M
|
679K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
130KNew |
$3.84M - $4.44M
|
130K
$4.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
128K+ 4.45% |
$3.77M - $4.36M
|
3M
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
119K+ 56.89% |
$3.51M - $4.06M
|
329K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
118K+ 181.5% |
$3.48M - $4.03M
|
183K
$6.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
118K+ 8.73% |
$3.48M - $4.03M
|
1.47M
$52.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
118K+ 2.77% |
$3.48M - $4.03M
|
4.38M
$155M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
118K+ 27.97% |
$3.47M - $4.01M
|
539K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115KNew |
$3.38M - $3.91M
|
115K
$4.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
112K+ 194.1% |
$3.31M - $3.83M
|
170K
$6.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
111KNew |
$3.26M - $3.77M
|
111K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 203.27% |
$3.23M - $3.74M
|
164K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
110K+ 37.95% |
$3.23M - $3.73M
|
398K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
109K+ 3.78% |
$3.22M - $3.72M
|
3M
$106M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
106K+ 11.81% |
$3.13M - $3.61M
|
1M
$35.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
105KNew |
$3.1M - $3.59M
|
105K
$3.73M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
101K+ 25.85% |
$2.98M - $3.45M
|
493K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
100K+ 39.34% |
$2.95M - $3.42M
|
355K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
97.3K+ 84.07% |
$2.87M - $3.31M
|
213K
$7.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.1K+ 26.88% |
$2.77M - $3.21M
|
444K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.8K+ 4.26% |
$2.7M - $3.13M
|
2.25M
$79.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
91.4K+ 53.28% |
$2.69M - $3.11M
|
263K
$9.31M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
90.3KNew |
$2.66M - $3.08M
|
90.3K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
89.2K+ 773.41% |
$2.63M - $3.04M
|
101K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
88.5KNew |
$2.61M - $3.01M
|
88.5K
$3.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
87.7KNew |
$2.58M - $2.99M
|
87.7K
$3.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
87.2K+ 13.79% |
$2.57M - $2.97M
|
720K
$25.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
80.9K+ 287.58% |
$2.38M - $2.76M
|
109K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
80.2KNew |
$2.36M - $2.73M
|
80.2K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
78.9K+ 10.42% |
$2.32M - $2.69M
|
837K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
78.2KNew |
$2.3M - $2.66M
|
78.2K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
77.9K+ 219.98% |
$2.3M - $2.65M
|
113K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
76.4KNew |
$2.25M - $2.6M
|
76.4K
$2.7M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
73.2KNew |
$2.16M - $2.49M
|
73.2K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68.2K+ 12.4% |
$2.01M - $2.32M
|
618K
$21.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
63.8K+ 8.28% |
$1.88M - $2.17M
|
833K
$29.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
63.4K+ 12.31% |
$1.87M - $2.16M
|
579K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
62.4K+ 0.82% |
$1.84M - $2.13M
|
7.7M
$273M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
61.8KNew |
$1.82M - $2.11M
|
61.8K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
61.2K+ 70.78% |
$1.8M - $2.09M
|
148K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.4K+ 7.46% |
$1.75M - $2.02M
|
855K
$30.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.8K+ 10.11% |
$1.73M - $2M
|
641K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.2K+ 5.12% |
$1.72M - $1.98M
|
1.2M
$42.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
57.8K+ 94.53% |
$1.7M - $1.97M
|
119K
$4.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
57.4KNew |
$1.69M - $1.96M
|
57.4K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.9K+ 4.67% |
$1.65M - $1.9M
|
1.25M
$44.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
55.4K+ 52.67% |
$1.63M - $1.89M
|
161K
$5.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
53.8K+ 37.09% |
$1.58M - $1.83M
|
199K
$7.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
53.7K+ 7.16% |
$1.58M - $1.83M
|
804K
$28.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
51.9K+ 3.6% |
$1.53M - $1.77M
|
1.5M
$53M
|