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 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.68KNew |
$148K - $158K
|
4.68K
$162K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.65K+ 3.26% |
$147K - $157K
|
147K
$5.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.48K+ 1.37% |
$142K - $151K
|
331K
$11.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.47KNew |
$142K - $151K
|
4.47K
$154K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4.46KNew |
$141K - $150K
|
4.46K
$154K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.46K+ 38.26% |
$141K - $150K
|
16.1K
$557K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.36K+ 6.32% |
$138K - $147K
|
73.4K
$2.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.25K+ 28.42% |
$135K - $143K
|
19.2K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.24KNew |
$134K - $143K
|
4.24K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.16K+ 8.88% |
$132K - $140K
|
50.9K
$1.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.14K+ 2.49% |
$131K - $139K
|
170K
$5.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
4.09K+ 1.94% |
$130K - $138K
|
215K
$7.43M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3.93K+ 1.25% |
$125K - $132K
|
319K
$11M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
3.87K+ 5.41% |
$123K - $130K
|
75.3K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.77K+ 3.61% |
$120K - $127K
|
108K
$3.74M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.76K+ 294.36% |
$119K - $127K
|
5.04K
$174K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.73K+ 21.14% |
$118K - $126K
|
21.4K
$738K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.67K+ 13.49% |
$116K - $124K
|
30.9K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.54K+ 32.3% |
$112K - $119K
|
14.5K
$501K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 0.25% |
$111K - $118K
|
1.39M
$48M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.4K+ 4.11% |
$108K - $114K
|
86K
$2.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.29K+ 9.7% |
$104K - $111K
|
37.2K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.19K+ 0.82% |
$101K - $107K
|
391K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
3.14K+ 18.17% |
$99.6K - $106K
|
20.4K
$706K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.13K+ 59.06% |
$99.2K - $105K
|
8.43K
$291K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.09K+ 18.29% |
$98K - $104K
|
20K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.08K+ 124.0% |
$97.8K - $104K
|
5.57K
$192K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.04K+ 1.87% |
$96.5K - $102K
|
166K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.01K+ 11.01% |
$95.5K - $101K
|
30.4K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.85K+ 12.98% |
$90.3K - $95.9K
|
24.8K
$856K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.71K+ 1.99% |
$86K - $91.4K
|
139K
$4.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.63K+ 4.33% |
$83.2K - $88.4K
|
63.3K
$2.18M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.48K+ 2.55% |
$78.6K - $83.4K
|
99.5K
$3.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.48K+ 2.55% |
$78.6K - $83.4K
|
99.5K
$3.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.42K+ 0.7% |
$76.8K - $81.6K
|
349K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.42K+ 25.39% |
$76.8K - $81.6K
|
12K
$413K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.41K+ 3.82% |
$76.2K - $81K
|
65.4K
$2.26M
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.36K+ 3.58% |
$74.9K - $79.5K
|
68.4K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.27K+ 3.66% |
$71.9K - $76.3K
|
64.2K
$2.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.24K+ 7.1% |
$71.1K - $75.5K
|
33.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.17K+ 3.64% |
$68.9K - $73.1K
|
61.9K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
2.12K+ 33.96% |
$67.3K - $71.5K
|
8.38K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.11K+ 12.9% |
$66.9K - $71K
|
18.5K
$637K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.1K+ 3.56% |
$66.6K - $70.7K
|
61.1K
$2.11M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.02K+ 8.22% |
$64.2K - $68.1K
|
26.7K
$921K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.84K+ 14.16% |
$58.3K - $61.9K
|
14.8K
$512K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
1.83K+ 2.31% |
$58K - $61.6K
|
81.2K
$2.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.81K+ 1.77% |
$57.4K - $61K
|
104K
$3.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.79K+ 3.16% |
$56.6K - $60.2K
|
58.4K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.75KNew |
$55.6K - $59K
|
1.75K
$60.5K
|