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 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
363+ 33.39% |
$11.9K - $13K
|
1.45K
$51.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
344+ 3.76% |
$11.3K - $12.3K
|
9.5K
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
337+ 3.8% |
$11.1K - $12.1K
|
9.21K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
336+ 0.48% |
$11K - $12.1K
|
70.7K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
325+ 0.21% |
$10.7K - $11.7K
|
152K
$5.36M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
315+ 4.91% |
$10.3K - $11.3K
|
6.73K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
310+ 3.47% |
$10.2K - $11.1K
|
9.25K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 0.99% |
$9.4K - $10.3K
|
29.3K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
285+ 2.56% |
$9.36K - $10.2K
|
11.4K
$402K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
278New |
$9.13K - $9.98K
|
278
$9.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
272+ 0.47% |
$8.94K - $9.76K
|
58.5K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
258+ 2.4% |
$8.48K - $9.26K
|
11K
$387K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
254+ 0.18% |
$8.34K - $9.12K
|
138K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
247+ 0.4% |
$8.11K - $8.87K
|
61.3K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
246+ 0.96% |
$8.08K - $8.83K
|
25.7K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
246+ 0.54% |
$8.08K - $8.83K
|
46.1K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
242+ 0.63% |
$7.95K - $8.69K
|
38.5K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
240+ 58.97% |
$7.88K - $8.62K
|
647
$22.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 3.1% |
$7.69K - $8.4K
|
7.78K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
213+ 0.86% |
$7K - $7.65K
|
24.9K
$877K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
200+ 0.48% |
$6.57K - $7.18K
|
42K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 49.75% |
$6.57K - $7.18K
|
602
$21.2K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
187New |
$6.14K - $6.71K
|
187
$6.59K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
181+ 1.43% |
$5.95K - $6.5K
|
12.8K
$453K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
179+ 0.56% |
$5.88K - $6.43K
|
32.2K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
171+ 2.01% |
$5.62K - $6.14K
|
8.67K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
149+ 5.82% |
$4.89K - $5.35K
|
2.71K
$95.5K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
148+ 0.12% |
$4.86K - $5.31K
|
119K
$4.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
140New |
$4.6K - $5.03K
|
140
$4.94K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
128+ 0.27% |
$4.2K - $4.6K
|
48.3K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
120+ 1.17% |
$3.94K - $4.31K
|
10.4K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
103+ 0.39% |
$3.38K - $3.7K
|
26.3K
$926K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
103+ 0.03% |
$3.38K - $3.7K
|
346K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
99+ 1.61% |
$3.25K - $3.55K
|
6.23K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
94+ 0.12% |
$3.09K - $3.37K
|
75.6K
$2.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
91+ 1.65% |
$2.99K - $3.27K
|
5.62K
$198K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
89+ 0.88% |
$2.92K - $3.2K
|
10.3K
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
88+ 112.82% |
$2.89K - $3.16K
|
166
$5.85K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 21.86% |
$2.86K - $3.12K
|
485
$17.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
85+ 50.9% |
$2.79K - $3.05K
|
252
$8.88K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
69New |
$2.27K - $2.48K
|
69
$2.43K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
68+ 0.2% |
$2.23K - $2.44K
|
34.5K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 8.8% |
$1.18K - $1.29K
|
445
$15.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.15% |
$854 - $933
|
16.9K
$595K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
19+ 3.23% |
$624 - $682
|
607
$21.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
19+ 0.3% |
$624 - $682
|
6.32K
$223K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
18+ 0.3% |
$591 - $646
|
6K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
16+ 0.02% |
$526 - $574
|
83.8K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12+ 0.1% |
$394 - $431
|
12.6K
$446K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-1- 0.02% |
$32.9 - $35.9
|
5.95K
$210K
|