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 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
280+ 3.14% |
$8.25K - $9.54K
|
9.19K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
277+ 0.27% |
$8.16K - $9.44K
|
103K
$3.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
271+ 2.11% |
$7.98K - $9.23K
|
13.1K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
260+ 0.51% |
$7.66K - $8.86K
|
51.1K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
255+ 2.44% |
$7.51K - $8.69K
|
10.7K
$382K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
249+ 0.62% |
$7.34K - $8.48K
|
40.1K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
243+ 0.59% |
$7.16K - $8.28K
|
41.4K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
230+ 1.03% |
$6.78K - $7.84K
|
22.7K
$809K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
220+ 1.93% |
$6.48K - $7.5K
|
11.6K
$415K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
216+ 9.44% |
$6.36K - $7.36K
|
2.5K
$89.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
214+ 0.12% |
$6.3K - $7.29K
|
179K
$6.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
210+ 1.04% |
$6.19K - $7.15K
|
20.3K
$726K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
192+ 0.16% |
$5.66K - $6.54K
|
123K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
191+ 1.01% |
$5.63K - $6.51K
|
19.1K
$683K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
174+ 1.74% |
$5.13K - $5.93K
|
10.2K
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
170+ 1.08% |
$5.01K - $5.79K
|
15.9K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
162+ 0.83% |
$4.77K - $5.52K
|
19.8K
$707K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
162+ 66.67% |
$4.77K - $5.52K
|
405
$14.5K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$5.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$5.53K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
143+ 1.76% |
$4.21K - $4.87K
|
8.28K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
136+ 1.02% |
$4.01K - $4.63K
|
13.5K
$480K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
131New |
$3.86K - $4.46K
|
131
$4.68K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
128+ 0.11% |
$3.77K - $4.36K
|
114K
$4.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
125+ 0.24% |
$3.68K - $4.26K
|
52K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
121+ 0.6% |
$3.56K - $4.12K
|
20.4K
$727K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
120+ 1.12% |
$3.54K - $4.09K
|
10.9K
$388K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
117New |
$3.45K - $3.99K
|
117
$4.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
104+ 0.77% |
$3.06K - $3.54K
|
13.6K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
103+ 0.67% |
$3.03K - $3.51K
|
15.4K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
101+ 0.52% |
$2.98K - $3.44K
|
19.6K
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
99+ 1.77% |
$2.92K - $3.37K
|
5.7K
$204K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
91+ 2.01% |
$2.68K - $3.1K
|
4.62K
$165K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
84+ 0.1% |
$2.47K - $2.86K
|
83.8K
$2.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78New |
$2.3K - $2.66K
|
78
$2.78K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74New |
$2.18K - $2.52K
|
74
$2.64K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
67+ 1.02% |
$1.97K - $2.28K
|
6.63K
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
40New |
$1.18K - $1.36K
|
40
$1.43K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1K - $1.16K
|
34
$1.21K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$766 - $886
|
26
$928
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 5.17% |
$589 - $681
|
407
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 0.41% |
$501 - $579
|
4.18K
$149K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
16+ 10.6% |
$471 - $545
|
167
$5.96K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 1.06% |
$324 - $375
|
1.05K
$37.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5+ 0.06% |
$147 - $170
|
8.43K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$88.4 - $102
|
3
$107
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.35% |
$58.9 - $68.1
|
569
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.02% |
$58.9 - $68.1
|
11K
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$29.5 - $34.1
|
16K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1+ 0.01% |
$29.5 - $34.1
|
7.22K
$258K
|