Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 24, 2024 Q1 2024
N.E.W. Advisory Services LLC

BUY
 -
26.4K
+ 2.77%
$867K - $947K
979K $33.8M
Apr 26, 2024 Q1 2024
Treasure Coast Financial Planning

BUY
 -
24.5K
+ 4.93%
$805K - $879K
521K $18M
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
23.6K
New
$775K - $847K
23.6K $815K
Apr 30, 2024 Q1 2024
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
23.5K
+ 46.72%
$772K - $844K
73.8K $2.55M
Apr 29, 2024 Q1 2024
Adviser Investments LLC

BUY
 -
22.6K
+ 20.68%
$741K - $810K
132K $4.55M
May 07, 2024 Q1 2024
Anson Capital, Inc.

BUY
 -
22.3K
+ 11.58%
$733K - $801K
215K $7.42M
Apr 30, 2024 Q1 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
22K
+ 16.62%
$723K - $790K
154K $5.33M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
21.9K
+ 2.56%
$720K - $787K
877K $30.3M
Apr 24, 2024 Q1 2024
Dakota Wealth Management

BUY
 -
21.7K
+ 28.87%
$713K - $779K
96.9K $3.35M
May 02, 2024 Q1 2024
Probity Advisors, Inc.

Dallas, TX
BUY
 -
21.2K
+ 9.84%
$696K - $761K
237K $8.17M
Apr 15, 2024 Q1 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
20.7K
+ 11.97%
$679K - $742K
193K $6.68M
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
20.4K
+ 3.11%
$669K - $731K
675K $23.3M
May 08, 2024 Q1 2024
North Star Asset Management Inc

BUY
 -
20.2K
+ 91.17%
$664K - $726K
42.4K $1.46M
May 03, 2024 Q1 2024
Geneos Wealth Management Inc.

BUY
 -
20.2K
+ 4.17%
$664K - $725K
504K $17.4M
May 14, 2024 Q1 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
20K
New
$659K - $720K
20K $692K
Apr 17, 2024 Q1 2024
Iron Horse Wealth Management, LLC

BUY
 -
19.2K
+ 4.61%
$632K - $691K
437K $15.1M
Jul 26, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
19.1K
+ 1775.09%
$627K - $686K
20.2K $697K
Apr 22, 2024 Q1 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
19.1K
+ 14.12%
$626K - $685K
154K $5.32M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
17.7K
New
$583K - $637K
17.7K $613K
May 13, 2024 Q1 2024
Lake Street Advisors Group, LLC

BUY
 -
17.6K
+ 3.64%
$577K - $630K
500K $17.3M
May 02, 2024 Q1 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
17.2K
New
$566K - $618K
17.2K $594K
May 09, 2024 Q1 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
17.2K
New
$564K - $616K
17.2K $592K
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
16.5K
+ 1.55%
$542K - $592K
1.08M $37.4M
May 21, 2024 Q1 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
16.4K
+ 4.16%
$539K - $589K
411K $14.2M
May 02, 2024 Q1 2024
Rinkey Investments

San Diego, CA
BUY
 -
16.2K
+ 1.68%
$532K - $581K
982K $33.9M
May 15, 2024 Q1 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
15.8K
+ 9.65%
$519K - $567K
180K $6.2M
Apr 15, 2024 Q1 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
15.8K
New
$519K - $567K
15.8K $546K
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
15.5K
+ 61.67%
$508K - $556K
40.6K $1.4M
May 15, 2024 Q1 2024
Treynor Bancshares, Inc.

BUY
 -
15.4K
+ 7.48%
$505K - $551K
221K $7.63M
Apr 11, 2024 Q1 2024
Security Financial Services, Inc.

BUY
 -
15.1K
+ 7.01%
$496K - $542K
230K $7.95M
May 01, 2024 Q1 2024
Bank Hapoalim Bm

BUY
 -
15K
+ 4.07%
$493K - $539K
384K $13.3M
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
14.9K
+ 23.16%
$491K - $536K
79.4K $2.74M
May 07, 2024 Q1 2024
Us Bancorp \De\

BUY
 -
14.7K
+ 1.76%
$481K - $526K
848K $29.3M
May 15, 2024 Q1 2024
Lowe Brockenbrough & CO Inc

BUY
 -
14.6K
+ 34.01%
$480K - $524K
57.5K $1.99M
May 08, 2024 Q1 2024
Independent Advisor Alliance

BUY
 -
14.4K
New
$472K - $516K
14.4K $496K
May 10, 2024 Q1 2024
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
14.1K
New
$463K - $506K
14.1K $487K
Apr 15, 2024 Q1 2024
E Rn Financial, LLC

BUY
 -
14.1K
+ 2.61%
$462K - $505K
553K $19.1M
Apr 16, 2024 Q1 2024
Howard Capital Management Group, LLC

BUY
 -
13.9K
New
$458K - $500K
13.9K $481K
May 07, 2024 Q1 2024
Montz Harcus Wealth Management LLC

BUY
 -
13.6K
+ 10.53%
$448K - $489K
143K $4.94M
May 03, 2024 Q1 2024
Dopkins Wealth Management, LLC

BUY
 -
13.4K
New
$440K - $481K
13.4K $462K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
13.3K
+ 10.65%
$436K - $477K
138K $4.77M
Apr 22, 2024 Q1 2024
Bristlecone Advisors, LLC

BUY
 -
13.2K
+ 1.43%
$435K - $476K
940K $32.5M
Apr 15, 2024 Q1 2024
Cedrus LLC

Littleton, CO
BUY
 -
13.2K
+ 8.44%
$435K - $475K
170K $5.87M
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
13.2K
New
$435K - $475K
13.2K $457K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
13.2K
New
$434K - $474K
13.2K $456K
Apr 22, 2024 Q1 2024
Financial Management Network Inc

BUY
 -
13.1K
New
$432K - $472K
13.1K $454K
May 03, 2024 Q1 2024
Spc Financial, Inc.

BUY
 -
13K
+ 5.16%
$427K - $466K
265K $9.14M
May 09, 2024 Q1 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
12.7K
+ 16.09%
$417K - $456K
91.7K $3.17M
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
12.6K
+ 4.73%
$415K - $453K
279K $9.65M

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