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 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.69K+ 2.86% |
$88.3K - $96.5K
|
96.7K
$3.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.67K+ 0.93% |
$87.8K - $96K
|
291K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.65K+ 16.27% |
$86.9K - $95K
|
18.9K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43K+ 29.8% |
$79.7K - $87.1K
|
10.6K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.42K+ 11.29% |
$79.5K - $86.8K
|
23.9K
$824K
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.41K+ 2.99% |
$79K - $86.4K
|
83K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.34K+ 3.19% |
$76.7K - $83.9K
|
75.5K
$2.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.22K+ 17.13% |
$73K - $79.7K
|
15.2K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.2K+ 18.31% |
$72.4K - $79.1K
|
14.2K
$492K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.17K+ 15.39% |
$71.3K - $77.9K
|
16.3K
$562K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 13.13% |
$66.9K - $73.1K
|
17.6K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
2.02K+ 3.96% |
$66.4K - $72.6K
|
53.1K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.01K+ 3.62% |
$65.9K - $72.1K
|
57.5K
$1.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2K+ 0.28% |
$65.6K - $71.7K
|
710K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.97K+ 18.57% |
$64.8K - $70.9K
|
12.6K
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.96K+ 0.21% |
$64.3K - $70.2K
|
946K
$32.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.94K+ 1.88% |
$63.7K - $69.6K
|
105K
$3.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.93K+ 19.57% |
$63.5K - $69.4K
|
11.8K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.89K+ 0.99% |
$62.1K - $67.8K
|
193K
$6.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.89K+ 27.38% |
$62K - $67.8K
|
8.78K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.86K+ 1.31% |
$60.9K - $66.6K
|
144K
$4.96M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.83K+ 34.8% |
$60.1K - $65.7K
|
7.08K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.8K+ 10.71% |
$59.1K - $64.5K
|
18.6K
$642K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.79K+ 1.56% |
$58.7K - $64.1K
|
116K
$4.01M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.79K+ 0.62% |
$58.6K - $64.1K
|
288K
$9.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.76K+ 23.33% |
$57.9K - $63.3K
|
9.31K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.71K+ 1.12% |
$56K - $61.2K
|
154K
$5.32M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.69K+ 20.5% |
$55.6K - $60.7K
|
9.95K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 9.83% |
$55.3K - $60.4K
|
18.8K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.68KNew |
$55.2K - $60.3K
|
1.68K
$58K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 5.75% |
$55K - $60.1K
|
30.8K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.66K+ 1.87% |
$54.4K - $59.4K
|
90.1K
$3.11M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.62K+ 11.49% |
$53.2K - $58.1K
|
15.7K
$542K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.54K+ 5.23% |
$50.5K - $55.1K
|
30.9K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.49K+ 7.03% |
$48.8K - $53.4K
|
22.6K
$782K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 19.23% |
$48.8K - $53.3K
|
9.21K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.45K+ 3.43% |
$47.5K - $51.9K
|
43.7K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.44K+ 3.16% |
$47.4K - $51.8K
|
47.2K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44K+ 422.06% |
$47.1K - $51.5K
|
1.78K
$61.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.42K+ 21.89% |
$46.8K - $51.1K
|
7.93K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38KNew |
$45.5K - $49.7K
|
1.38K
$47.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.38KNew |
$45.4K - $49.6K
|
1.38K
$47.7K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.38K+ 0.22% |
$45.2K - $49.4K
|
614K
$21.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.37K+ 17.81% |
$44.8K - $49K
|
9.03K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.27K+ 9.27% |
$41.6K - $45.5K
|
14.9K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.27K+ 3.8% |
$41.6K - $45.5K
|
34.6K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 1.79% |
$41.6K - $45.5K
|
72.2K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 9.01% |
$40.9K - $44.7K
|
15.1K
$520K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.23K+ 1.58% |
$40.3K - $44.1K
|
79K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.21KNew |
$39.7K - $43.4K
|
1.21K
$41.8K
|