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 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.6K+ 25.75% |
$336K - $357K
|
51.8K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
10.6K+ 7.79% |
$336K - $356K
|
147K
$5.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.4K+ 112.35% |
$330K - $351K
|
19.7K
$680K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.4K+ 1.7% |
$329K - $349K
|
620K
$21.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10.3KNew |
$325K - $345K
|
10.3K
$354K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.2K+ 2.53% |
$325K - $345K
|
416K
$14.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
10.2KNew |
$322K - $342K
|
10.2K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.96K+ 5.3% |
$316K - $335K
|
198K
$6.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.9K+ 6.49% |
$314K - $333K
|
162K
$5.61M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.82K+ 12.22% |
$311K - $331K
|
90.2K
$3.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
9.53KNew |
$302K - $321K
|
9.53K
$329K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.34K+ 10.69% |
$296K - $314K
|
96.7K
$3.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.07K+ 1.01% |
$288K - $305K
|
910K
$31.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.84K+ 130.93% |
$280K - $298K
|
15.6K
$539K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.49K+ 45.85% |
$269K - $286K
|
27K
$932K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.33K+ 3.55% |
$264K - $280K
|
243K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.3KNew |
$263K - $279K
|
8.3K
$286K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.23KNew |
$261K - $277K
|
8.23K
$284K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.13K+ 15.46% |
$258K - $274K
|
60.7K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.02KNew |
$254K - $270K
|
8.02K
$277K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
7.91K+ 37.96% |
$251K - $266K
|
28.7K
$992K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
7.91KNew |
$251K - $266K
|
7.91K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.87K+ 5.2% |
$249K - $265K
|
159K
$5.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.87K+ 7.22% |
$249K - $265K
|
117K
$4.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.4K+ 2.83% |
$235K - $249K
|
269K
$9.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.32K+ 0.64% |
$232K - $246K
|
1.15M
$39.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
7.2KNew |
$228K - $242K
|
7.2K
$249K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.17KNew |
$227K - $241K
|
7.17K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.02KNew |
$223K - $236K
|
7.02K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
7.01KNew |
$222K - $236K
|
7.01K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.66K+ 5.27% |
$211K - $224K
|
133K
$4.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.53K+ 3.33% |
$207K - $220K
|
203K
$7M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.48K+ 10.44% |
$205K - $218K
|
68.5K
$2.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
6.45KNew |
$205K - $217K
|
6.45K
$223K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.41KNew |
$203K - $216K
|
6.41K
$221K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.39K+ 3.24% |
$203K - $215K
|
204K
$7.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.35K+ 11.05% |
$201K - $214K
|
63.8K
$2.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6.26KNew |
$199K - $211K
|
6.26K
$216K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.13K+ 1.77% |
$194K - $206K
|
353K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.02K+ 2.87% |
$191K - $203K
|
215K
$7.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
5.94K+ 1.88% |
$188K - $200K
|
321K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.71K+ 3.01% |
$181K - $192K
|
195K
$6.74M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.5K+ 20.02% |
$174K - $185K
|
33K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.5K+ 20.02% |
$174K - $185K
|
33K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.46K+ 12.13% |
$173K - $184K
|
50.5K
$1.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.28K+ 1.97% |
$167K - $178K
|
274K
$9.46M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.06K+ 19.65% |
$161K - $170K
|
30.8K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 18.68% |
$151K - $160K
|
30.2K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
4.7K+ 6.47% |
$149K - $158K
|
77.3K
$2.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$149K - $158K
|
4.7K
$162K
|