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
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.12KNew |
$210K - $243K
|
7.12K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.09K+ 21.12% |
$209K - $241K
|
40.6K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.9K+ 92.9% |
$203K - $235K
|
14.3K
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.9KNew |
$203K - $235K
|
6.9K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Fairfield University
|
BUY
|
- |
6.87K+ 1.03% |
$202K - $234K
|
677K
$23.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.83K+ 2.88% |
$201K - $233K
|
245K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.78K+ 38.77% |
$200K - $231K
|
24.3K
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.7K+ 20.45% |
$197K - $228K
|
39.5K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.68KNew |
$197K - $227K
|
6.68K
$236K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.66K+ 1.48% |
$196K - $227K
|
456K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.61KNew |
$195K - $225K
|
6.61K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.55KNew |
$193K - $223K
|
6.55K
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.43K+ 3.36% |
$189K - $219K
|
197K
$6.96M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.42KNew |
$189K - $219K
|
6.42K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.3KNew |
$186K - $215K
|
6.3K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.29KNew |
$185K - $214K
|
6.29K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.25KNew |
$184K - $213K
|
6.25K
$221K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.25KNew |
$184K - $213K
|
6.25K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
6.13KNew |
$181K - $209K
|
6.13K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.1K+ 51.77% |
$180K - $208K
|
17.9K
$631K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.08K+ 19.21% |
$179K - $207K
|
37.7K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.03KNew |
$178K - $205K
|
6.03K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5.99KNew |
$176K - $204K
|
5.99K
$211K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
5.96KNew |
$175K - $203K
|
5.96K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.95KNew |
$175K - $203K
|
5.95K
$210K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.84K+ 35.34% |
$172K - $199K
|
22.4K
$789K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.72K+ 1.56% |
$169K - $195K
|
373K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.51K+ 4.39% |
$162K - $188K
|
131K
$4.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.51K+ 3.24% |
$162K - $188K
|
176K
$6.19M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.48KNew |
$161K - $187K
|
5.48K
$193K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.46K+ 1.69% |
$161K - $186K
|
329K
$11.6M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.3KNew |
$156K - $180K
|
5.3K
$187K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.23K+ 19.28% |
$154K - $178K
|
32.4K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.21K+ 2.62% |
$154K - $178K
|
204K
$7.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.11K+ 0.73% |
$151K - $174K
|
708K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.05K+ 41.09% |
$149K - $172K
|
17.4K
$612K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 30.96% |
$147K - $170K
|
21.1K
$746K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.99K+ 7.2% |
$147K - $170K
|
74.3K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.96K+ 57.35% |
$146K - $169K
|
13.6K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.86K+ 24.04% |
$143K - $166K
|
25.1K
$885K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.85K+ 2.86% |
$143K - $165K
|
174K
$6.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.8K+ 7.65% |
$141K - $163K
|
67.5K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.76KNew |
$140K - $162K
|
4.76K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.69K+ 59.97% |
$138K - $160K
|
12.5K
$441K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.43K+ 6.57% |
$130K - $151K
|
71.8K
$2.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.4K+ 21.34% |
$130K - $150K
|
25K
$883K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.39K+ 1.46% |
$129K - $149K
|
305K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.3K+ 67.81% |
$127K - $146K
|
10.6K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.29K+ 52.13% |
$126K - $146K
|
12.5K
$441K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08K+ 2.33% |
$120K - $139K
|
179K
$6.31M
|