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 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.96K+ 4.57% |
$117K - $135K
|
90.5K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.92K+ 0.56% |
$115K - $134K
|
708K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.87K+ 0.65% |
$114K - $132K
|
602K
$21.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.77K+ 5.66% |
$111K - $129K
|
70.4K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.76K+ 3.29% |
$111K - $128K
|
118K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.73K+ 3.05% |
$110K - $127K
|
126K
$4.45M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
3.67K+ 4.3% |
$108K - $125K
|
89K
$3.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 1.24% |
$104K - $121K
|
288K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
3.53KNew |
$104K - $120K
|
3.53K
$125K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
3.44K+ 15.62% |
$101K - $117K
|
25.5K
$898K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.36K+ 1.77% |
$98.8K - $114K
|
193K
$6.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.11K+ 32.66% |
$91.7K - $106K
|
12.6K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.01K+ 4.15% |
$88.7K - $103K
|
75.5K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.01K+ 2.17% |
$88.6K - $102K
|
142K
$5M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.96K+ 1.38% |
$87.2K - $101K
|
218K
$7.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.91K+ 5.15% |
$85.8K - $99.2K
|
59.4K
$2.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.87K+ 5.45% |
$84.5K - $97.7K
|
55.5K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.81K+ 3.73% |
$82.8K - $95.7K
|
78.1K
$2.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2.79K+ 9.58% |
$82K - $94.9K
|
31.9K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 7.04% |
$80.9K - $93.5K
|
41.7K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.64K+ 32.91% |
$77.9K - $90K
|
10.7K
$377K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
2.54K+ 8.1% |
$74.7K - $86.4K
|
33.8K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.52K+ 32.53% |
$74.1K - $85.7K
|
10.2K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.27K+ 2.89% |
$67K - $77.4K
|
80.9K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.18KNew |
$64.1K - $74.1K
|
2.18K
$76.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.12K+ 2.27% |
$62.5K - $72.3K
|
95.7K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.1K+ 3.57% |
$61.9K - $71.6K
|
61K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.09K+ 1.5% |
$61.7K - $71.3K
|
142K
$5M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 12.81% |
$61.1K - $70.7K
|
18.3K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.07K+ 5.07% |
$61K - $70.5K
|
42.9K
$1.51M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$60.4K - $69.9K
|
2.05K
$72.4K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2K+ 26.68% |
$59K - $68.3K
|
9.52K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.96KNew |
$57.7K - $66.7K
|
1.96K
$69.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.91K+ 8.81% |
$56.2K - $65K
|
23.6K
$832K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.89K+ 9.55% |
$55.8K - $64.5K
|
21.7K
$767K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.85K+ 3.31% |
$54.5K - $63.1K
|
57.8K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.85K+ 1.26% |
$54.4K - $62.9K
|
148K
$5.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.76K+ 2.39% |
$51.8K - $60K
|
75.5K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 0.33% |
$49.5K - $57.2K
|
517K
$18.3M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.65K+ 2.16% |
$48.5K - $56.1K
|
77.7K
$2.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.65K+ 2.16% |
$48.5K - $56.1K
|
77.7K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.64K+ 4.92% |
$48.4K - $56K
|
35K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 19.96% |
$48.4K - $56K
|
9.88K
$348K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.64K+ 9.44% |
$48.3K - $55.9K
|
19K
$671K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.61K+ 1.84% |
$47.4K - $54.8K
|
89K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.58K+ 2.21% |
$46.7K - $54K
|
73.3K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.58K+ 4.12% |
$46.4K - $53.7K
|
39.8K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$45.9K - $53K
|
1.56K
$54.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1.55K+ 72.58% |
$45.8K - $52.9K
|
3.7K
$130K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.55K+ 21.18% |
$45.6K - $52.7K
|
8.85K
$312K
|