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 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
66New |
$2.09K - $2.22K
|
66
$2.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
61+ 19.55% |
$1.93K - $2.05K
|
373
$12.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
60+ 2.51% |
$1.9K - $2.02K
|
2.45K
$84.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
60New |
$1.9K - $2.02K
|
60
$2.07K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59New |
$1.87K - $1.99K
|
59
$2.04K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
53+ 0.19% |
$1.68K - $1.78K
|
28.5K
$985K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.17% |
$1.65K - $1.75K
|
31.5K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
47+ 0.29% |
$1.49K - $1.58K
|
16.2K
$559K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
37+ 0.34% |
$1.17K - $1.25K
|
11K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35+ 0.09% |
$1.11K - $1.18K
|
38.4K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
24+ 0.04% |
$761 - $808
|
67.5K
$2.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23+ 0.26% |
$729 - $774
|
8.78K
$303K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 1.83% |
$539 - $572
|
948
$32.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$476 - $505
|
15
$518
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
14+ 0.11% |
$444 - $471
|
13.3K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.13% |
$349 - $370
|
8.2K
$283K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
7+ 1.8% |
$222 - $236
|
396
$13.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 1.88% |
$190 - $202
|
326
$11.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.05% |
$159 - $168
|
10.9K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
4+ 0.01% |
$127 - $135
|
37K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.5% |
$95.1 - $101
|
602
$20.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$63.4 - $67.3
|
2
$69.1
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.22% |
$31.7 - $33.7
|
451
$15.6K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 3.33% |
$31.7 - $33.7
|
31
$1.07K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.72% |
$31.7 - $33.7
|
59
$2.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2- -0.0% |
$63.4 - $67.3
|
740K
$25.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-6- 0.04% |
$190 - $202
|
15.1K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.19% |
$254 - $269
|
4.27K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-18- 0.26% |
$571 - $606
|
6.95K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-28- 0.05% |
$888 - $942
|
60.6K
$2.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-35- 0.15% |
$1.11K - $1.18K
|
24.1K
$832K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-50- 0.61% |
$1.59K - $1.68K
|
8.1K
$280K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 0.98% |
$1.59K - $1.68K
|
5.05K
$174K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-52- 0.81% |
$1.65K - $1.75K
|
6.38K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-56- 0.05% |
$1.78K - $1.88K
|
117K
$4.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-60- 0.23% |
$1.9K - $2.02K
|
26.6K
$917K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-61- 0.18% |
$1.93K - $2.05K
|
33.6K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-66- 0.24% |
$2.09K - $2.22K
|
27.2K
$939K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-68- 0.62% |
$2.16K - $2.29K
|
10.8K
$373K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.57% |
$2.57K - $2.73K
|
14.1K
$487K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-89- 1.21% |
$2.82K - $3K
|
7.26K
$251K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-94- 3.88% |
$2.98K - $3.16K
|
2.33K
$80.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-97- 1.03% |
$3.07K - $3.27K
|
9.34K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.56% |
$3.17K - $3.37K
|
6.3K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-109- 1.41% |
$3.46K - $3.67K
|
7.6K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-109- 1.17% |
$3.46K - $3.67K
|
9.19K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-125- 1.08% |
$3.96K - $4.21K
|
11.4K
$394K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-143- 1.0% |
$4.53K - $4.81K
|
14.2K
$489K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-146- 1.43% |
$4.63K - $4.91K
|
10.1K
$348K
|