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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.09K- 4.04% |
$35.7K - $39.1K
|
25.8K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 18.75% |
$36.9K - $40.3K
|
4.87K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.14K- 6.81% |
$37.4K - $40.9K
|
15.6K
$537K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 6.48% |
$38.9K - $42.5K
|
17.1K
$589K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 5.22% |
$39.5K - $43.2K
|
21.8K
$752K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.21K- 2.69% |
$39.6K - $43.3K
|
43.7K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.27K- 0.29% |
$41.6K - $45.4K
|
437K
$15.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.27K- 0.76% |
$41.8K - $45.7K
|
167K
$5.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 0.57% |
$42.7K - $46.7K
|
226K
$7.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.31K- 8.28% |
$43K - $47K
|
14.5K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.31K- 0.7% |
$43.1K - $47.1K
|
186K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.37K- 1.97% |
$44.9K - $49.1K
|
68.1K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.37K- 16.98% |
$45.1K - $49.3K
|
6.72K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.41K- 3.46% |
$46.2K - $50.5K
|
39.3K
$1.35M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.42K- 11.85% |
$46.6K - $51K
|
10.6K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.48K- 1.34% |
$48.7K - $53.2K
|
109K
$3.76M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.6K- 2.14% |
$52.6K - $57.5K
|
73.4K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.61K- 12.89% |
$53K - $57.9K
|
10.9K
$376K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.65K- 15.74% |
$54.2K - $59.3K
|
8.84K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.7K- 7.95% |
$55.7K - $60.9K
|
19.6K
$677K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.76K- 2.46% |
$57.8K - $63.2K
|
69.6K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.77K- 11.52% |
$58.2K - $63.6K
|
13.6K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.8K- 16.8% |
$59.1K - $64.5K
|
8.91K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.81K- 2.47% |
$59.4K - $64.9K
|
71.5K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.84K- 18.66% |
$60.5K - $66.2K
|
8.03K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.87K- 22.66% |
$61.4K - $67.1K
|
6.38K
$220K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.88K- 5.88% |
$61.8K - $67.5K
|
30.1K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.89K- 1.11% |
$62.1K - $67.9K
|
169K
$5.82M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.95K- 3.37% |
$63.9K - $69.9K
|
55.9K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.96K- 17.98% |
$64.5K - $70.4K
|
8.95K
$309K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.98K- 30.29% |
$65.1K - $71.2K
|
4.56K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.99K- 91.49% |
$65.4K - $71.4K
|
185
$6.38K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.06K- 3.96% |
$67.7K - $74K
|
49.9K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 2.12% |
$68.8K - $75.2K
|
96.7K
$3.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.15K- 6.26% |
$70.5K - $77.1K
|
32.2K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.16K- 4.44% |
$71K - $77.5K
|
46.5K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.18K- 5.58% |
$71.6K - $78.3K
|
36.9K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.26K- 4.54% |
$74.3K - $81.2K
|
47.6K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.27K- 0.55% |
$74.6K - $81.5K
|
408K
$14.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.31K- 8.22% |
$75.7K - $82.7K
|
25.7K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.39K- 12.59% |
$78.6K - $85.9K
|
16.6K
$573K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-2.42K- 1.04% |
$79.6K - $87K
|
231K
$7.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.43K- 8.74% |
$79.8K - $87.2K
|
25.4K
$874K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-2.66K- 0.8% |
$87.2K - $95.3K
|
329K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.7K- 6.44% |
$88.5K - $96.8K
|
39.2K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.8K- 1.48% |
$92K - $101K
|
187K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.91K- 16.25% |
$95.4K - $104K
|
15K
$516K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.93K- 12.65% |
$96.1K - $105K
|
20.2K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.98K- 4.14% |
$97.7K - $107K
|
68.8K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.03K- 2.95% |
$99.4K - $109K
|
99.4K
$3.43M
|