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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19.8KNew |
$585K - $676K
|
19.8K
$700K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
19.3KNew |
$567K - $656K
|
19.3K
$679K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19.2K+ 4.82% |
$566K - $654K
|
417K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 1.72% |
$550K - $636K
|
1.1M
$38.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
18.6K+ 24.78% |
$548K - $634K
|
93.7K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
18.6KNew |
$547K - $632K
|
18.6K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.5K+ 437.36% |
$545K - $630K
|
22.7K
$802K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18.3K+ 67.07% |
$539K - $624K
|
45.6K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.3K+ 20.23% |
$538K - $622K
|
109K
$3.83M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
18.2K+ 9.41% |
$535K - $619K
|
211K
$7.46M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
17.4K+ 1.43% |
$513K - $593K
|
1.23M
$43.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
17.1KNew |
$504K - $583K
|
17.1K
$604K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.9K+ 6.43% |
$498K - $576K
|
280K
$9.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
16.8K+ 2.37% |
$494K - $572K
|
726K
$25.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.8K+ 3.59% |
$494K - $571K
|
484K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
16.7KNew |
$491K - $567K
|
16.7K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
16.3KNew |
$479K - $554K
|
16.3K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$476K - $551K
|
16.2K
$571K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15.9K+ 53.0% |
$468K - $542K
|
45.9K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15.8K+ 8.45% |
$466K - $539K
|
203K
$7.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
15.8KNew |
$465K - $537K
|
15.8K
$556K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.5K+ 7.33% |
$456K - $527K
|
227K
$7.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
15.5K+ 3.97% |
$456K - $527K
|
405K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15.5K+ 25.88% |
$455K - $527K
|
75.2K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.2KNew |
$447K - $517K
|
15.2K
$535K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15K+ 835.48% |
$443K - $513K
|
16.8K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.4KNew |
$426K - $492K
|
14.4K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.4K+ 4.96% |
$424K - $491K
|
305K
$10.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.3KNew |
$421K - $487K
|
14.3K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
14.1KNew |
$415K - $480K
|
14.1K
$497K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14K+ 50.09% |
$412K - $476K
|
41.9K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$407K - $470K
|
13.8K
$487K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13.7KNew |
$403K - $466K
|
13.7K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.4K+ 48.02% |
$395K - $456K
|
41.3K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 139.17% |
$385K - $445K
|
22.4K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13KNew |
$383K - $443K
|
13K
$459K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 2.65% |
$381K - $440K
|
500K
$17.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
12.6KNew |
$371K - $429K
|
12.6K
$444K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.6K+ 2.92% |
$371K - $429K
|
443K
$15.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.5K+ 158.73% |
$368K - $426K
|
20.4K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1K+ 106.33% |
$357K - $413K
|
23.5K
$830K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.1K+ 0.6% |
$356K - $412K
|
2.04M
$71.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1K+ 6.14% |
$356K - $412K
|
209K
$7.36M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
12KNew |
$355K - $410K
|
12K
$425K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12KNew |
$353K - $408K
|
12K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.9K+ 100.0% |
$350K - $405K
|
23.8K
$839K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
11.5K+ 1.2% |
$338K - $391K
|
965K
$34.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 0.31% |
$337K - $389K
|
3.69M
$130M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11.2K+ 9.45% |
$329K - $381K
|
129K
$4.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
11KNew |
$323K - $374K
|
11K
$387K
|