Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-333- 63.43% |
$10.9K - $12K
|
192
$6.62K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-335- 1.76% |
$11K - $12K
|
18.7K
$644K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-341- 5.08% |
$11.2K - $12.2K
|
6.37K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-365- 2.55% |
$12K - $13.1K
|
13.9K
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-377- 50.0% |
$12.4K - $13.5K
|
377
$13K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-400- 6.28% |
$13.1K - $14.4K
|
5.97K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-401- 2.8% |
$13.2K - $14.4K
|
13.9K
$480K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-414- 97.87% |
$13.6K - $14.9K
|
9
$310
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-414- 1.67% |
$13.6K - $14.9K
|
24.4K
$842K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-415- 3.81% |
$13.6K - $14.9K
|
10.5K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-419- 0.61% |
$13.8K - $15K
|
68.5K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-425- 1.53% |
$14K - $15.3K
|
27.3K
$940K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-454- 0.28% |
$14.9K - $16.3K
|
164K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-455- 69.68% |
$14.9K - $16.3K
|
198
$6.83K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-467- 0.54% |
$15.3K - $16.8K
|
85.8K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-477- 68.63% |
$15.7K - $17.1K
|
218
$7.51K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-503- 1.0% |
$16.5K - $18.1K
|
49.8K
$1.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-517- 8.27% |
$17K - $18.6K
|
5.74K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-520- 1.66% |
$17.1K - $18.7K
|
30.7K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-526- 2.69% |
$17.3K - $18.9K
|
19.1K
$657K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-528- 5.65% |
$17.3K - $19K
|
8.82K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-533- 4.41% |
$17.5K - $19.1K
|
11.6K
$398K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-543- 6.47% |
$17.8K - $19.5K
|
7.85K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-547- 2.44% |
$18K - $19.6K
|
21.9K
$755K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-582- 3.62% |
$19.1K - $20.9K
|
15.5K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-588- 3.95% |
$19.3K - $21.1K
|
14.3K
$493K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-604- 1.32% |
$19.8K - $21.7K
|
45K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-627- 3.61% |
$20.6K - $22.5K
|
16.7K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-656- 10.49% |
$21.5K - $23.6K
|
5.6K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-670- 0.86% |
$22K - $24.1K
|
77.5K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-714- 0.63% |
$23.5K - $25.6K
|
113K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-744- 1.65% |
$24.4K - $26.7K
|
44.4K
$1.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-750- 0.36% |
$24.6K - $26.9K
|
208K
$7.18M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-753- 7.35% |
$24.7K - $27K
|
9.5K
$327K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-762- 10.2% |
$25K - $27.4K
|
6.71K
$231K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-784- 7.61% |
$25.8K - $28.1K
|
9.51K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-795- 40.6% |
$26.1K - $28.5K
|
1.16K
$40.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-815- 31.95% |
$26.8K - $29.3K
|
1.74K
$59.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-826- 1.7% |
$27.1K - $29.7K
|
47.9K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-849- 7.95% |
$27.9K - $30.5K
|
9.82K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-855- 0.2% |
$28.1K - $30.7K
|
422K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-891- 1.81% |
$29.3K - $32K
|
48.5K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-939- 0.75% |
$30.8K - $33.7K
|
125K
$4.29M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-951- 6.1% |
$31.2K - $34.1K
|
14.6K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-971- 3.42% |
$31.9K - $34.9K
|
27.4K
$945K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-985- 0.09% |
$32.4K - $35.4K
|
1.1M
$38M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.03K- 2.85% |
$33.7K - $36.8K
|
35K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.03K- 1.75% |
$33.8K - $36.9K
|
57.6K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.08K- 0.53% |
$35.3K - $38.6K
|
203K
$6.99M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.09K- 0.55% |
$35.7K - $39.1K
|
198K
$6.81M
|