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 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.19K+ 6.44% |
$39.2K - $42.9K
|
19.7K
$682K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.17K+ 7.08% |
$38.4K - $42K
|
17.7K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16K+ 5.19% |
$38.2K - $41.7K
|
23.5K
$813K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 8.41% |
$37.6K - $41.1K
|
14.8K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 3.98% |
$37.5K - $41K
|
29.8K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.13K+ 37733.33% |
$37.2K - $40.6K
|
1.14K
$39.2K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.06K+ 9.07% |
$34.7K - $37.9K
|
12.7K
$438K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 4.51% |
$34K - $37.2K
|
24K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.03K+ 0.47% |
$34K - $37.1K
|
221K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.03KNew |
$33.8K - $36.9K
|
1.03K
$35.5K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.02K+ 5.62% |
$33.5K - $36.6K
|
19.1K
$661K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
997+ 17.48% |
$32.8K - $35.8K
|
6.7K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
987New |
$32.4K - $35.4K
|
987
$34.1K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
966+ 0.65% |
$31.7K - $34.7K
|
149K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
962+ 11.03% |
$31.6K - $34.5K
|
9.68K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
959+ 4.62% |
$31.5K - $34.4K
|
21.7K
$749K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
944+ 3.69% |
$31K - $33.9K
|
26.5K
$915K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
927+ 4.68% |
$30.5K - $33.3K
|
20.7K
$716K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
920+ 13.78% |
$30.2K - $33K
|
7.6K
$262K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
882+ 1.17% |
$29K - $31.7K
|
76.1K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
852+ 8.5% |
$28K - $30.6K
|
10.9K
$375K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
809+ 3.6% |
$26.6K - $29K
|
23.3K
$803K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$24.5K - $26.7K
|
745
$25.7K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
736+ 0.96% |
$24.2K - $26.4K
|
77.1K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
735+ 2.07% |
$24.1K - $26.4K
|
36.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
703+ 11.18% |
$23.1K - $25.2K
|
6.99K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
695+ 6.51% |
$22.8K - $25K
|
11.4K
$393K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
685+ 0.58% |
$22.5K - $24.6K
|
120K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
661New |
$21.7K - $23.7K
|
661
$22.8K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
641+ 3.68% |
$21.1K - $23K
|
18.1K
$624K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
631+ 9.11% |
$20.7K - $22.7K
|
7.56K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
618+ 1.94% |
$20.3K - $22.2K
|
32.5K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
592+ 1.12% |
$19.4K - $21.3K
|
53.5K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
578+ 2.31% |
$19K - $20.8K
|
25.6K
$883K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
572+ 7.22% |
$18.8K - $20.5K
|
8.5K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
571+ 4.71% |
$18.8K - $20.5K
|
12.7K
$438K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
559+ 3.54% |
$18.4K - $20.1K
|
16.4K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
556+ 100.18% |
$18.3K - $20K
|
1.11K
$38.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
531+ 2.44% |
$17.4K - $19.1K
|
22.3K
$769K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
530+ 6.28% |
$17.4K - $19K
|
8.96K
$310K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
519+ 355.48% |
$17K - $18.6K
|
665
$23K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
514+ 7.77% |
$16.9K - $18.5K
|
7.13K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
486+ 1.88% |
$16K - $17.4K
|
26.3K
$910K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
484+ 880.0% |
$15.9K - $17.4K
|
539
$18.6K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
442New |
$14.5K - $15.9K
|
442
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
430+ 4.16% |
$14.1K - $15.4K
|
10.8K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
411+ 3.02% |
$13.5K - $14.8K
|
14K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
392+ 4.54% |
$12.9K - $14.1K
|
9.04K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
377New |
$12.4K - $13.5K
|
377
$13K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
371+ 0.38% |
$12.2K - $13.3K
|
96.7K
$3.34M
|