Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
24.9K
New
$789K - $838K
24.9K $860K
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
24.7K
+ 2.75%
$784K - $832K
924K $31.9M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
23.8K
New
$755K - $802K
23.8K $822K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
23.7K
+ 6.85%
$750K - $796K
369K $12.7M
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
22.5K
+ 14.93%
$713K - $757K
173K $5.98M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
22.3K
+ 3.91%
$708K - $752K
594K $20.5M
Jul 19, 2023 Q2 2023
Granite Bay Wealth Management, LLC

BUY
 -
21.8K
New
$691K - $734K
21.8K $753K
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
20.2K
+ 3.59%
$639K - $678K
581K $20.1M
Jul 13, 2023 Q2 2023
Veriti Management LLC

BUY
 -
19.8K
New
$629K - $668K
19.8K $685K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
19.2K
+ 11.47%
$609K - $647K
187K $6.45M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
18.9K
New
$599K - $636K
18.9K $652K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
18.2K
New
$577K - $613K
18.2K $628K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
18.1K
+ 4.75%
$572K - $608K
398K $13.7M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
18K
+ 12.66%
$571K - $606K
160K $5.53M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
18K
+ 2.11%
$570K - $606K
869K $30M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
17.8K
New
$564K - $599K
17.8K $614K
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
17.6K
+ 64.53%
$558K - $593K
44.9K $1.55M
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
16.6K
New
$526K - $559K
16.6K $573K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
16.6K
+ 10.23%
$525K - $558K
179K $6.17M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
16.3K
+ 103.98%
$518K - $550K
32.1K $1.11M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
16K
New
$508K - $539K
16K $553K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
15.7K
+ 7.84%
$498K - $529K
216K $7.46M
Jul 26, 2023 Q2 2023
G&S Capital LLC

BUY
 -
15.7K
+ 25.37%
$496K - $527K
77.4K $2.67M
Jul 19, 2023 Q2 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
15.5K
New
$491K - $522K
15.5K $535K
Aug 09, 2023 Q2 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
15.2K
New
$483K - $513K
15.2K $526K
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

BUY
 -
15.2K
+ 3.25%
$482K - $512K
483K $16.7M
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
15.1K
+ 24.2%
$479K - $509K
77.6K $2.68M
Aug 07, 2023 Q2 2023
Reston Wealth Management LLC

BUY
 -
14.8K
+ 1.8%
$470K - $499K
841K $29M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
14.5K
+ 10.28%
$460K - $489K
156K $5.38M
Aug 08, 2023 Q2 2023
Goodman Financial Corp

Houston, TX
BUY
 -
14.5K
+ 2.22%
$459K - $487K
665K $23M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
13.9K
New
$441K - $469K
13.9K $481K
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
13.6K
+ 8.44%
$432K - $459K
175K $6.05M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
13.2K
+ 21.22%
$419K - $445K
75.5K $2.61M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
12.9K
+ 38.22%
$409K - $434K
46.6K $1.61M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
12.5K
New
$397K - $421K
12.5K $432K
Jul 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
12.4K
New
$394K - $419K
12.4K $430K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
12.4K
New
$392K - $416K
12.4K $427K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
12.3K
+ 92.82%
$391K - $415K
25.6K $884K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
12.1K
New
$384K - $408K
12.1K $418K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
12K
+ 4.33%
$382K - $406K
290K $10M
Aug 11, 2023 Q2 2023
Fairfield University

BUY
 -
11.9K
+ 1.81%
$378K - $402K
670K $23.1M
Aug 07, 2023 Q2 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
11.8K
+ 11.69%
$374K - $397K
113K $3.89M
Aug 08, 2023 Q2 2023
Gryphon Financial Partners LLC

BUY
 -
11.5K
New
$365K - $388K
11.5K $398K
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
11.5K
+ 1.67%
$364K - $386K
697K $24.1M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11.4K
+ 41.74%
$361K - $384K
38.7K $1.34M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
11.3K
+ 76.19%
$358K - $380K
26.1K $901K
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
10.9K
+ 9.48%
$346K - $367K
126K $4.35M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
10.9K
+ 13.5%
$346K - $367K
91.7K $3.17M
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
10.7K
+ 78.18%
$340K - $361K
24.4K $844K

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