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 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.51K+ 3.42% |
$44.5K - $51.5K
|
45.7K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.5K+ 9.84% |
$44.3K - $51.2K
|
16.8K
$592K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$44.2K - $51.1K
|
1.5K
$52.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.48K+ 15.33% |
$43.7K - $50.6K
|
11.2K
$394K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.46K+ 4.29% |
$43.1K - $49.8K
|
35.6K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.43K+ 4.67% |
$42.2K - $48.8K
|
32.1K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
1.42K+ 1.85% |
$41.8K - $48.4K
|
78.2K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 6.05% |
$38.7K - $44.7K
|
23K
$812K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 1.54% |
$38.6K - $44.6K
|
86.2K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.29K+ 2.01% |
$38.1K - $44K
|
65.7K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.24K+ 0.19% |
$36.4K - $42.1K
|
655K
$23.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 16.03% |
$36.4K - $42.1K
|
8.94K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.16K+ 4.3% |
$34K - $39.4K
|
28K
$989K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1.11K+ 5.45% |
$32.6K - $37.7K
|
21.4K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 3.51% |
$32.6K - $37.7K
|
32.7K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 0.43% |
$31.8K - $36.8K
|
254K
$8.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.05K+ 7.15% |
$31.1K - $35.9K
|
15.8K
$557K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.02K+ 13.08% |
$29.9K - $34.6K
|
8.77K
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
962New |
$28.3K - $32.8K
|
962
$33.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
959+ 1.61% |
$28.3K - $32.7K
|
60.6K
$2.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
953+ 5.04% |
$28.1K - $32.5K
|
19.9K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
904+ 1.42% |
$26.6K - $30.8K
|
64.5K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
850+ 1.78% |
$25K - $29K
|
48.6K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
780New |
$23K - $26.6K
|
780
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
757+ 9.84% |
$22.3K - $25.8K
|
8.45K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
712+ 0.42% |
$21K - $24.3K
|
169K
$5.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
670+ 0.84% |
$19.7K - $22.8K
|
80.6K
$2.84M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
642+ 2.38% |
$18.9K - $21.9K
|
27.6K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
616New |
$18.1K - $21K
|
616
$21.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
600New |
$17.7K - $20.4K
|
600
$21.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
573+ 2.89% |
$16.9K - $19.5K
|
20.4K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
569+ 12.14% |
$16.8K - $19.4K
|
5.26K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
563+ 5.44% |
$16.6K - $19.2K
|
10.9K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
553+ 4.67% |
$16.3K - $18.8K
|
12.4K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
535New |
$15.8K - $18.2K
|
535
$18.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
533New |
$15.7K - $18.2K
|
533
$18.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
525New |
$15.5K - $17.9K
|
525
$18.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
521+ 1.55% |
$15.3K - $17.8K
|
34.1K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
489+ 1.03% |
$14.4K - $16.7K
|
48.2K
$1.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
483New |
$14.2K - $16.5K
|
483
$17K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
480+ 4.71% |
$14.1K - $16.4K
|
10.7K
$377K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
478+ 0.45% |
$14.1K - $16.3K
|
107K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
455+ 1.28% |
$13.4K - $15.5K
|
36K
$1.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
412+ 2.53% |
$12.1K - $14K
|
16.7K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
404New |
$11.9K - $13.8K
|
404
$14.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
377+ 100.0% |
$11.1K - $12.8K
|
754
$26.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
375+ 2.92% |
$11K - $12.8K
|
13.2K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
356+ 3.77% |
$10.5K - $12.1K
|
9.79K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
346+ 3.48% |
$10.2K - $11.8K
|
10.3K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
340New |
$10K - $11.6K
|
340
$12K
|