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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-315K- 20.81% |
$10.4M - $11.3M
|
1.2M
$41.5M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-321K- 25.98% |
$10.5M - $11.5M
|
914K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-351K- 87.38% |
$11.5M - $12.6M
|
50.7K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-511K- 15.94% |
$16.8M - $18.3M
|
2.69M
$93M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-538K- 23.72% |
$17.7M - $19.3M
|
1.73M
$59.7M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-647K- 7.69% |
$21.3M - $23.2M
|
7.77M
$268M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-660K- 1.23% |
$21.7M - $23.7M
|
53.1M
$1.83B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-695K- 83.12% |
$22.8M - $25M
|
141K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-817K- 34.05% |
$26.8M - $29.3M
|
1.58M
$54.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.17M- 19.69% |
$38.4M - $42M
|
4.77M
$165M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.29M- 93.52% |
$42.4M - $46.3M
|
89.4K
$3.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.31M- 91.68% |
$43M - $47M
|
119K
$4.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.07M- 97.31% |
$67.8M - $74.1M
|
57K
$1.97M
|