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 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.51KNew |
$214K - $234K
|
6.51K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.45KNew |
$212K - $232K
|
6.45K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.44K+ 7.0% |
$211K - $231K
|
98.3K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
6.38KNew |
$209K - $229K
|
6.38K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
6.34K+ 64.71% |
$208K - $227K
|
16.1K
$557K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.33KNew |
$208K - $227K
|
6.33K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.21K+ 14.9% |
$204K - $223K
|
47.9K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
6.11K+ 4.03% |
$201K - $219K
|
158K
$5.44M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.05K+ 2.98% |
$199K - $217K
|
209K
$7.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
5.99KNew |
$197K - $215K
|
5.99K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.95K+ 0.89% |
$196K - $214K
|
675K
$23.3M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.9KNew |
$194K - $212K
|
5.9K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.88KNew |
$193K - $211K
|
5.88K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.84KNew |
$192K - $210K
|
5.84K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.81K+ 1.09% |
$191K - $208K
|
538K
$18.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.79KNew |
$190K - $208K
|
5.79K
$200K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$189K - $206K
|
5.75K
$198K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.74KNew |
$189K - $206K
|
5.74K
$198K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.72KNew |
$188K - $205K
|
5.72K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.7K+ 1.87% |
$187K - $204K
|
311K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5.69KNew |
$187K - $204K
|
5.69K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.68K+ 45.4% |
$187K - $204K
|
18.2K
$628K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.21K+ 2.91% |
$171K - $187K
|
184K
$6.36M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.03K+ 3.6% |
$165K - $180K
|
145K
$4.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.98K+ 12.11% |
$164K - $179K
|
46.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.75K+ 0.4% |
$156K - $171K
|
1.2M
$41.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.75K+ 23.88% |
$156K - $170K
|
24.6K
$850K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.75K+ 13.49% |
$156K - $170K
|
39.9K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.7K+ 12.47% |
$154K - $169K
|
42.4K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.67K+ 0.24% |
$153K - $168K
|
1.92M
$66.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.51KNew |
$148K - $162K
|
4.51K
$156K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.33K+ 18.76% |
$142K - $155K
|
27.4K
$947K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.23K+ 5.03% |
$139K - $152K
|
88.4K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.07K+ 22.75% |
$134K - $146K
|
22K
$759K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
4K+ 5.12% |
$131K - $144K
|
82.2K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.97K+ 2.92% |
$130K - $142K
|
140K
$4.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.89K+ 0.88% |
$128K - $140K
|
447K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.86K+ 0.35% |
$127K - $139K
|
1.09M
$37.8M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.84K+ 50.07% |
$126K - $138K
|
11.5K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.82K+ 0.59% |
$125K - $137K
|
648K
$22.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.76K+ 4.97% |
$123K - $135K
|
79.3K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.72K+ 2.13% |
$122K - $133K
|
178K
$6.15M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.63K+ 1.5% |
$119K - $130K
|
245K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.57K+ 42.27% |
$117K - $128K
|
12K
$415K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.53K+ 42.61% |
$116K - $127K
|
11.8K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.42K+ 12.44% |
$112K - $123K
|
30.9K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
3.37K+ 0.75% |
$111K - $121K
|
450K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.3K+ 1.3% |
$108K - $118K
|
257K
$8.88M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.24K+ 7.5% |
$106K - $116K
|
46.5K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.88K+ 6.96% |
$94.7K - $103K
|
44.3K
$1.53M
|