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
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
547
+ 0.13%
$17.3K - $18.4K
422K $14.6M
Aug 02, 2023 Q2 2023
North Rock Partners, LLC

BUY
 -
546
+ 1.87%
$17.3K - $18.4K
29.7K $1.03M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
524
+ 2.29%
$16.6K - $17.6K
23.4K $807K
Jul 21, 2023 Q2 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
522
+ 2.75%
$16.5K - $17.6K
19.5K $674K
Jul 24, 2023 Q2 2023
Iron Financial, LLC

BUY
 -
510
+ 1.02%
$16.2K - $17.2K
50.5K $1.74M
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
506
+ 4.68%
$16K - $17K
11.3K $391K
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
504
+ 5.2%
$16K - $17K
10.2K $352K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
498
New
$15.8K - $16.8K
498 $17.2K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
491
+ 2.5%
$15.6K - $16.5K
20.1K $695K
Jul 17, 2023 Q2 2023
Great Diamond Partners, LLC

BUY
 -
477
+ 2.5%
$15.1K - $16.1K
19.6K $675K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
462
+ 0.54%
$14.6K - $15.6K
85.3K $2.94M
Aug 01, 2023 Q2 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
457
+ 1.65%
$14.5K - $15.4K
28.2K $973K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
428
+ 2.53%
$13.6K - $14.4K
17.3K $598K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
425
+ 0.54%
$13.5K - $14.3K
78.8K $2.72M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
425
+ 0.54%
$13.5K - $14.3K
78.8K $2.72M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
424
+ 2.52%
$13.4K - $14.3K
17.2K $595K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
423
New
$13.4K - $14.2K
423 $14.6K
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
416
+ 1.66%
$13.2K - $14K
25.5K $882K
Aug 08, 2023 Q2 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
410
New
$13K - $13.8K
410 $14.2K
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
399
+ 1.81%
$12.6K - $13.4K
22.4K $774K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
395
+ 6.99%
$12.5K - $13.3K
6.05K $209K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
390
+ 225.43%
$12.4K - $13.1K
563 $19.4K
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
368
+ 5.71%
$11.7K - $12.4K
6.81K $235K
Jul 17, 2023 Q2 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
355
+ 1.25%
$11.3K - $11.9K
28.8K $996K
Jul 25, 2023 Q2 2023
Canvas Wealth Advisors, LLC

BUY
 -
346
+ 2.32%
$11K - $11.6K
15.3K $527K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
338
+ 4.46%
$10.7K - $11.4K
7.91K $273K
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
329
+ 0.8%
$10.4K - $11.1K
41.4K $1.43M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
318
+ 1.7%
$10.1K - $10.7K
19.1K $659K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
298
+ 11.01%
$9.45K - $10K
3K $104K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
260
New
$8.24K - $8.75K
260 $8.98K
Aug 08, 2023 Q2 2023
Kovitz Investment Group Partners, LLC

BUY
 -
239
+ 1.68%
$7.58K - $8.04K
14.5K $500K
Aug 14, 2023 Q2 2023
Kingfisher Capital LLC

BUY
 -
239
+ 1.83%
$7.58K - $8.04K
13.3K $460K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
200
+ 56.34%
$6.34K - $6.73K
555 $19.2K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
198
+ 0.65%
$6.28K - $6.66K
30.9K $1.07M
Jul 26, 2023 Q2 2023
Lincoln Capital Corp

BUY
 -
186
+ 2.19%
$5.9K - $6.26K
8.66K $299K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
180
+ 1.83%
$5.71K - $6.06K
10K $346K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
177
New
$5.61K - $5.96K
177 $6.11K
Aug 11, 2023 Q2 2023
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
175
+ 1.8%
$5.55K - $5.89K
9.88K $341K
Aug 10, 2023 Q2 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
170
+ 0.8%
$5.39K - $5.72K
21.3K $737K
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
167
+ 1.4%
$5.29K - $5.62K
12.1K $418K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
143
+ 1.83%
$4.53K - $4.81K
7.95K $274K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
129
+ 0.48%
$4.09K - $4.34K
27.2K $940K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
121
+ 1.05%
$3.84K - $4.07K
11.7K $404K
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
120
+ 1.82%
$3.8K - $4.04K
6.73K $232K
Jul 24, 2023 Q2 2023
Moneywise, Inc.

BUY
 -
102
+ 1.29%
$3.23K - $3.43K
7.98K $276K
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
98
+ 0.83%
$3.11K - $3.3K
11.9K $411K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
94
+ 0.57%
$2.98K - $3.16K
16.7K $577K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
83
+ 0.41%
$2.63K - $2.79K
20.3K $700K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
72
+ 0.72%
$2.28K - $2.42K
10.1K $347K

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