Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.81MNew |
$279M - $296M
|
8.81M
$302M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.92M+ 120.49% |
$156M - $166M
|
9M
$308M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.03M+ 17.21% |
$96M - $102M
|
20.6M
$707M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.71MNew |
$86M - $91.4M
|
2.71M
$93M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.24M+ 63.13% |
$70.9M - $75.3M
|
5.78M
$198M
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
2.01M+ 24.62% |
$63.7M - $67.6M
|
10.2M
$349M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.74M+ 3.35% |
$55.2M - $58.7M
|
53.8M
$1.84B
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55M+ 3.06% |
$49.2M - $52.3M
|
52.3M
$1.79B
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.46M+ 6.62% |
$46.2M - $49.1M
|
23.5M
$805M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
878K+ 49.6% |
$27.8M - $29.5M
|
2.65M
$90.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
730KNew |
$23.1M - $24.6M
|
730K
$25M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
680K+ 65.8% |
$21.5M - $22.9M
|
1.71M
$58.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
502K+ 856.66% |
$15.9M - $16.9M
|
561K
$19.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
492K+ 12.76% |
$15.6M - $16.6M
|
4.35M
$149M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
457K+ 18.1% |
$14.5M - $15.4M
|
2.98M
$102M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
427K+ 27.7% |
$13.5M - $14.4M
|
1.97M
$67.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
368K+ 261.43% |
$11.7M - $12.4M
|
509K
$17.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
350K+ 17.2% |
$11.1M - $11.8M
|
2.38M
$81.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
348K+ 7.19% |
$11M - $11.7M
|
5.19M
$178M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
312K+ 21.49% |
$9.89M - $10.5M
|
1.76M
$60.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
306KNew |
$9.69M - $10.3M
|
306K
$10.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
304K+ 7.82% |
$9.65M - $10.2M
|
4.2M
$144M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
302K+ 4.19% |
$9.56M - $10.1M
|
7.5M
$257M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
281K+ 1071.74% |
$8.91M - $9.47M
|
307K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
253K+ 113.81% |
$8.03M - $8.53M
|
476K
$16.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
242K+ 7.23% |
$7.66M - $8.13M
|
3.58M
$123M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
241K+ 7.9% |
$7.63M - $8.1M
|
3.29M
$113M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
229K+ 331.09% |
$7.26M - $7.71M
|
298K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
225K+ 36.57% |
$7.12M - $7.56M
|
839K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
217K+ 2.73% |
$6.88M - $7.31M
|
8.17M
$280M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
212K+ 57.94% |
$6.72M - $7.14M
|
578K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
210K+ 22.7% |
$6.66M - $7.07M
|
1.14M
$38.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
208K+ 40.33% |
$6.6M - $7.01M
|
725K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
206K+ 64.54% |
$6.54M - $6.94M
|
526K
$18M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
202K+ 44.18% |
$6.4M - $6.79M
|
659K
$22.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
193K+ 7.99% |
$6.13M - $6.51M
|
2.62M
$89.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
192K+ 69.52% |
$6.1M - $6.47M
|
469K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
190K+ 5.56% |
$6.03M - $6.4M
|
3.61M
$124M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
182K+ 2165.22% |
$5.76M - $6.11M
|
190K
$6.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
169K+ 3.05% |
$5.36M - $5.69M
|
5.72M
$196M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
166K+ 25.41% |
$5.27M - $5.59M
|
820K
$28.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
155K+ 160.6% |
$4.91M - $5.21M
|
251K
$8.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
154K+ 86.16% |
$4.89M - $5.19M
|
333K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
146K+ 694.2% |
$4.63M - $4.92M
|
167K
$5.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
144KNew |
$4.57M - $4.85M
|
144K
$4.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
140K+ 100.93% |
$4.43M - $4.7M
|
278K
$9.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
126K+ 2.99% |
$3.99M - $4.24M
|
4.33M
$149M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
110K+ 13.77% |
$3.5M - $3.72M
|
912K
$31.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
108K+ 8.65% |
$3.43M - $3.64M
|
1.36M
$46.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
102K+ 52.11% |
$3.23M - $3.43M
|
298K
$10.2M
|