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 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-3.06K- 23.15% |
$101K - $110K
|
10.2K
$350K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.11K- 9.25% |
$102K - $112K
|
30.5K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.13K- 7.92% |
$103K - $112K
|
36.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.17K- 2.13% |
$104K - $114K
|
146K
$5.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.2K- 4.38% |
$105K - $115K
|
69.8K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.23K- 87.28% |
$106K - $116K
|
470
$16.2K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.24K- 0.41% |
$107K - $116K
|
790K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.26K- 6.49% |
$107K - $117K
|
47K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.3K- 1.75% |
$108K - $118K
|
185K
$6.38M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.4K- 1.77% |
$112K - $122K
|
189K
$6.52M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.46K- 13.79% |
$114K - $124K
|
21.6K
$745K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-3.46K- 27.48% |
$114K - $124K
|
9.13K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.48K- 34.04% |
$114K - $125K
|
6.74K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.48K- 0.83% |
$114K - $125K
|
418K
$14.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3.5K- 5.33% |
$115K - $126K
|
62.2K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 8.23% |
$116K - $127K
|
39.5K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.55K- 6.55% |
$117K - $128K
|
50.7K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.59K- 59.52% |
$118K - $129K
|
2.44K
$84.1K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.6K- 4.84% |
$118K - $129K
|
70.7K
$2.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.71K- 6.51% |
$122K - $133K
|
53.2K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.73K- 39.8% |
$122K - $134K
|
5.64K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.76K- 8.58% |
$123K - $135K
|
40.1K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 4.43% |
$125K - $137K
|
82.4K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.88K- 0.55% |
$127K - $139K
|
704K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.13K- 17.01% |
$136K - $148K
|
20.1K
$694K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.14K- 12.0% |
$136K - $149K
|
30.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.15K- 1.99% |
$136K - $149K
|
205K
$7.05M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.41K- 2.16% |
$145K - $158K
|
200K
$6.88M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.45K- 17.36% |
$146K - $160K
|
21.2K
$729K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.51K- 6.58% |
$148K - $162K
|
64.1K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.54K- 3.33% |
$149K - $163K
|
132K
$4.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.6K- 3.25% |
$151K - $165K
|
137K
$4.73M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.86K- 5.38% |
$160K - $174K
|
85.4K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.97K- 8.21% |
$163K - $179K
|
55.6K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.13K- 39.11% |
$168K - $184K
|
7.98K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-5.13K- 46.45% |
$168K - $184K
|
5.91K
$204K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.13K- 3.96% |
$169K - $184K
|
124K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.19K- 1.46% |
$171K - $186K
|
351K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-5.31K- 2.75% |
$174K - $191K
|
188K
$6.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.4K- 0.96% |
$177K - $194K
|
559K
$19.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.44K- 23.72% |
$179K - $195K
|
17.5K
$603K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 6.32% |
$179K - $195K
|
80.7K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.69K- 2.96% |
$187K - $204K
|
186K
$6.43M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.02K- 14.93% |
$198K - $216K
|
34.3K
$1.18M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.04KClosed |
$199K - $217K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-6.15K- 0.85% |
$202K - $221K
|
719K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.16K- 9.11% |
$202K - $221K
|
61.4K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-6.24K- 9.07% |
$205K - $224K
|
62.6K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.64K- 5.62% |
$218K - $238K
|
111K
$3.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.82K- 2.41% |
$224K - $245K
|
276K
$9.53M
|