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 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
101K+ 30.33% |
$3.22M - $3.41M
|
436K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
90.5K+ 25.06% |
$2.87M - $3.05M
|
452K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
88.4K+ 24.13% |
$2.8M - $2.98M
|
455K
$15.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.6K+ 16.4% |
$2.74M - $2.91M
|
614K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.8K+ 50.67% |
$2.69M - $2.85M
|
252K
$8.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
84K+ 24.45% |
$2.66M - $2.83M
|
428K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
84K+ 247.3% |
$2.66M - $2.83M
|
118K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
75.5K+ 9.36% |
$2.39M - $2.54M
|
882K
$30.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
69.2K+ 67.64% |
$2.19M - $2.33M
|
172K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
67.9KNew |
$2.15M - $2.29M
|
67.9K
$2.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
63.4K+ 31.54% |
$2.01M - $2.13M
|
264K
$9.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.3K+ 11.35% |
$1.97M - $2.1M
|
611K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
60.9K+ 8.47% |
$1.93M - $2.05M
|
779K
$26.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
59K+ 8.55% |
$1.87M - $1.98M
|
749K
$25.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
57.5K+ 37.25% |
$1.82M - $1.93M
|
212K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
56K+ 1.59% |
$1.77M - $1.88M
|
3.58M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.7KNew |
$1.67M - $1.77M
|
52.7K
$1.82M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
50.3K+ 3.73% |
$1.59M - $1.69M
|
1.4M
$48.2M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
49.9K+ 19.61% |
$1.58M - $1.68M
|
304K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49K+ 5.49% |
$1.55M - $1.65M
|
941K
$32.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
48.2KNew |
$1.53M - $1.62M
|
48.2K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
47.7KNew |
$1.51M - $1.61M
|
47.7K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.2K+ 12.1% |
$1.5M - $1.59M
|
438K
$15.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.9K+ 212.19% |
$1.46M - $1.55M
|
67.6K
$2.33M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.9K+ 212.19% |
$1.46M - $1.55M
|
67.6K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45.7K+ 4.22% |
$1.45M - $1.54M
|
1.13M
$39M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
44.4K+ 23.76% |
$1.41M - $1.5M
|
231K
$7.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.7K+ 35.78% |
$1.39M - $1.47M
|
166K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.3K+ 2.66% |
$1.31M - $1.39M
|
1.59M
$55.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40.5K+ 1.58% |
$1.28M - $1.36M
|
2.6M
$89.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
40.3K+ 44.76% |
$1.28M - $1.36M
|
130K
$4.5M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.3K+ 482.89% |
$1.21M - $1.29M
|
46.2K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
35.9K+ 13.86% |
$1.14M - $1.21M
|
295K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
35.8K+ 11.52% |
$1.14M - $1.21M
|
347K
$12M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
35.7K+ 567.23% |
$1.13M - $1.2M
|
41.9K
$1.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
34.1K+ 5.06% |
$1.08M - $1.15M
|
707K
$24.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33.7K+ 74.95% |
$1.07M - $1.13M
|
78.6K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
33.5KNew |
$1.06M - $1.13M
|
33.5K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
31.7K+ 21.4% |
$1M - $1.07M
|
180K
$6.2M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
31.3K+ 175.48% |
$991K - $1.05M
|
49.1K
$1.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
31.2K+ 15.8% |
$988K - $1.05M
|
229K
$7.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
30.1K+ 69.02% |
$954K - $1.01M
|
73.7K
$2.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29K+ 4.14% |
$918K - $975K
|
729K
$25.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28.7KNew |
$911K - $968K
|
28.7K
$993K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
28.1K+ 0.28% |
$891K - $946K
|
10.1M
$349M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
27.6K+ 103.44% |
$875K - $929K
|
54.3K
$1.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.4K+ 2.86% |
$868K - $922K
|
984K
$34M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
27.1K+ 21.95% |
$858K - $911K
|
150K
$5.19M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.1K+ 4.15% |
$826K - $878K
|
654K
$22.6M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26K+ 19.62% |
$823K - $874K
|
158K
$5.47M
|