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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-154- 1.93% |
$4.88K - $5.18K
|
7.82K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-159- 0.33% |
$5.04K - $5.35K
|
47.3K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-166- 0.32% |
$5.26K - $5.59K
|
51K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-176- 0.48% |
$5.58K - $5.92K
|
36.6K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-176- 0.19% |
$5.58K - $5.92K
|
94.8K
$3.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-197- 1.78% |
$6.24K - $6.63K
|
10.9K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-220- 26.35% |
$6.97K - $7.41K
|
615
$21.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-227- 0.09% |
$7.2K - $7.64K
|
249K
$8.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-266- 0.36% |
$8.43K - $8.95K
|
73.5K
$2.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-299- 0.55% |
$9.48K - $10.1K
|
53.6K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-310- 5.31% |
$9.83K - $10.4K
|
5.53K
$191K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-321- 3.6% |
$10.2K - $10.8K
|
8.6K
$297K
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-325- 1.27% |
$10.3K - $10.9K
|
25.2K
$870K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-329- 4.86% |
$10.4K - $11.1K
|
6.44K
$222K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-361- 1.84% |
$11.4K - $12.2K
|
19.3K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-377- 1.44% |
$12K - $12.7K
|
25.9K
$893K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-400- 13.08% |
$12.7K - $13.5K
|
2.66K
$91.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-416- 5.68% |
$13.2K - $14K
|
6.91K
$238K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-424- 0.87% |
$13.4K - $14.3K
|
48.2K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-457- 2.72% |
$14.5K - $15.4K
|
16.4K
$565K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-480- 5.79% |
$15.2K - $16.2K
|
7.82K
$270K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-490- 17.81% |
$15.5K - $16.5K
|
2.26K
$78.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-492- 1.64% |
$15.6K - $16.6K
|
29.6K
$1.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-494- 2.79% |
$15.7K - $16.6K
|
17.2K
$593K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-497- 5.3% |
$15.8K - $16.7K
|
8.88K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-510- 3.81% |
$16.2K - $17.2K
|
12.9K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-518- 2.37% |
$16.4K - $17.4K
|
21.3K
$737K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-535- 3.46% |
$17K - $18K
|
14.9K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-535- 54.7% |
$17K - $18K
|
443
$15.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-559- 5.29% |
$17.7K - $18.8K
|
10K
$345K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-577- 0.46% |
$18.3K - $19.4K
|
126K
$4.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-596- 0.13% |
$18.9K - $20.1K
|
453K
$15.7M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-599- 5.72% |
$19K - $20.2K
|
9.88K
$341K
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-608- 7.48% |
$19.3K - $20.5K
|
7.52K
$260K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-638- 3.66% |
$20.2K - $21.5K
|
16.8K
$580K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-639- 2.61% |
$20.3K - $21.5K
|
23.8K
$823K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-643- 8.92% |
$20.4K - $21.6K
|
6.56K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-645- 0.99% |
$20.4K - $21.7K
|
64.5K
$2.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-649- 1.81% |
$20.6K - $21.8K
|
35.1K
$1.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-700- 9.29% |
$22.2K - $23.6K
|
6.84K
$236K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-729- 1.63% |
$23.1K - $24.5K
|
44K
$1.52M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-845- 11.72% |
$26.8K - $28.4K
|
6.37K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-850- 1.17% |
$26.9K - $28.6K
|
71.9K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-886- 0.7% |
$28.1K - $29.8K
|
125K
$4.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-921- 2.64% |
$29.2K - $31K
|
33.9K
$1.17M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-925- 19.52% |
$29.3K - $31.1K
|
3.81K
$132K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-929- 2.32% |
$29.4K - $31.3K
|
39.2K
$1.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-970- 0.97% |
$30.7K - $32.7K
|
99.1K
$3.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-977- 5.24% |
$31K - $32.9K
|
17.7K
$611K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 4.88% |
$31.7K - $33.7K
|
19.5K
$673K
|