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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.1K+ 13.91% |
$1.48M - $1.71M
|
410K
$14.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45.6K+ 965.76% |
$1.34M - $1.55M
|
50.3K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.1KNew |
$1.33M - $1.54M
|
45.1K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.8K+ 51.2% |
$1.32M - $1.53M
|
132K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
41.4K+ 9.59% |
$1.22M - $1.41M
|
473K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39.9K+ 33.39% |
$1.18M - $1.36M
|
160K
$5.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39.2K+ 9.83% |
$1.15M - $1.34M
|
438K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$1.11M - $1.29M
|
37.8K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.8K+ 3.03% |
$1.03M - $1.19M
|
1.18M
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
34.7K+ 6.18% |
$1.02M - $1.18M
|
596K
$21.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
34.5K+ 42.28% |
$1.02M - $1.17M
|
116K
$4.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
34.3KNew |
$1.01M - $1.17M
|
34.3K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34KNew |
$1M - $1.16M
|
34K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32.7K+ 1.65% |
$964K - $1.11M
|
2.02M
$71.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
32.1KNew |
$944K - $1.09M
|
32.1K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
31.6K+ 17.15% |
$931K - $1.08M
|
216K
$7.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
31.3K+ 3.43% |
$922K - $1.07M
|
945K
$33.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
30.5K+ 100.99% |
$898K - $1.04M
|
60.7K
$2.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
29.8K+ 26.06% |
$879K - $1.02M
|
144K
$5.11M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.8K+ 7.86% |
$877K - $1.01M
|
409K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
29.7KNew |
$874K - $1.01M
|
29.7K
$1.05M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
29.4KNew |
$865K - $1M
|
29.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
28.9K+ 17.63% |
$850K - $983K
|
193K
$6.82M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
27.5K+ 221.08% |
$811K - $938K
|
40K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
27.2K+ 41.94% |
$800K - $925K
|
91.9K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
27.1K+ 14.56% |
$798K - $923K
|
213K
$7.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
26.8K+ 1.71% |
$790K - $914K
|
1.6M
$56.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$788K - $911K
|
26.7K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.5KNew |
$780K - $902K
|
26.5K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.2K+ 12.1% |
$772K - $892K
|
243K
$8.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25.8KNew |
$761K - $880K
|
25.8K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.2KNew |
$741K - $857K
|
25.2K
$891K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
25.1K+ 54.7% |
$739K - $855K
|
71K
$2.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
25KNew |
$736K - $851K
|
25K
$884K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
24.6KNew |
$724K - $837K
|
24.6K
$870K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
24.1KNew |
$709K - $820K
|
24.1K
$853K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
23.8K+ 59.03% |
$703K - $813K
|
64.2K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
23.2KNew |
$683K - $790K
|
23.2K
$821K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
23.1KNew |
$680K - $787K
|
23.1K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 10.36% |
$676K - $781K
|
244K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22.7K+ 6.79% |
$668K - $772K
|
357K
$12.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 6.26% |
$664K - $768K
|
382K
$13.5M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
22.2KNew |
$653K - $756K
|
22.2K
$785K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
22.1K+ 2.38% |
$652K - $754K
|
953K
$33.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
22K+ 9.56% |
$648K - $749K
|
252K
$8.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
22K+ 8.91% |
$647K - $748K
|
268K
$9.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.1K+ 5.89% |
$621K - $718K
|
379K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
20.9K+ 2.71% |
$616K - $713K
|
793K
$28.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.6KNew |
$605K - $700K
|
20.6K
$728K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.1K+ 17.51% |
$593K - $686K
|
135K
$4.78M
|