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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-4.17K- 7.2% |
$132K - $140K
|
53.8K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.24K- 5.82% |
$135K - $143K
|
68.7K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.25K- 3.67% |
$135K - $143K
|
111K
$3.84M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-4.43K- 6.14% |
$140K - $149K
|
67.7K
$2.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-4.52K- 35.08% |
$143K - $152K
|
8.37K
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-4.65K- 4.18% |
$147K - $156K
|
106K
$3.67M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.7K- 3.7% |
$149K - $158K
|
122K
$4.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.71K- 0.82% |
$149K - $158K
|
570K
$19.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.78K- 12.51% |
$151K - $161K
|
33.4K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.78K- 36.84% |
$152K - $161K
|
8.2K
$283K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.79K- 22.87% |
$152K - $161K
|
16.1K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.97K- 4.41% |
$157K - $167K
|
108K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-5.15K- 6.16% |
$163K - $173K
|
78.5K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.22K- 37.16% |
$165K - $176K
|
8.82K
$304K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.41K- 6.2% |
$171K - $182K
|
81.8K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.58K- 2.5% |
$177K - $188K
|
218K
$7.5M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.67K- 7.26% |
$180K - $191K
|
72.4K
$2.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.76K- 1.11% |
$183K - $194K
|
514K
$17.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.87K- 1.96% |
$186K - $198K
|
294K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.94K- 1.65% |
$188K - $200K
|
353K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-6.2K- 5.72% |
$196K - $209K
|
102K
$3.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-6.22K- 3.06% |
$197K - $209K
|
197K
$6.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.25K- 21.42% |
$198K - $210K
|
22.9K
$790K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6.51KClosed |
$206K - $219K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 2.98% |
$208K - $221K
|
214K
$7.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.11K- 4.69% |
$225K - $239K
|
145K
$4.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7.14K- 8.94% |
$226K - $240K
|
72.8K
$2.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-7.33K- 2.32% |
$232K - $247K
|
308K
$10.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.59K- 70.04% |
$241K - $255K
|
3.25K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7.59K- 32.89% |
$241K - $256K
|
15.5K
$534K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.74K- 4.43% |
$245K - $260K
|
167K
$5.75M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7.75K- 5.36% |
$246K - $261K
|
137K
$4.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.77K- 3.62% |
$246K - $262K
|
207K
$7.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.88K- 1.33% |
$250K - $265K
|
586K
$20.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-7.99K- 3.25% |
$253K - $269K
|
238K
$8.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.33K- 5.21% |
$264K - $280K
|
152K
$5.23M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.46K- 8.14% |
$268K - $285K
|
95.4K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.56K- 0.79% |
$271K - $288K
|
1.08M
$37.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8.64K- 27.16% |
$274K - $291K
|
23.2K
$799K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.76K- 2.1% |
$278K - $295K
|
408K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.8K- 1.53% |
$279K - $296K
|
566K
$19.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-9K- 4.84% |
$285K - $303K
|
177K
$6.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-9.02K- 5.14% |
$286K - $304K
|
166K
$5.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-9.08K- 5.42% |
$288K - $306K
|
158K
$5.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.45K- 5.02% |
$300K - $318K
|
179K
$6.16M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.45K- 5.02% |
$300K - $318K
|
179K
$6.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10K- 13.15% |
$318K - $338K
|
66.3K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-10.1K- 1.13% |
$321K - $341K
|
882K
$30.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 17.5% |
$334K - $355K
|
49.7K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-10.7K- 11.19% |
$338K - $359K
|
84.7K
$2.92M
|