Purchases and Sales Made in Q2 2024 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 2024. 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 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.53M+ 7941.32% |
$155M - $166M
|
4.58M
$157M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
4.36M+ 56.05% |
$149M - $160M
|
12.1M
$416M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.54M+ 0.0% |
$87M - $93.2M
|
2.54M
$87.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.24M+ 8.77% |
$76.8M - $82.2M
|
27.8M
$954M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96M+ 282.43% |
$67M - $71.8M
|
2.65M
$90.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.29M+ 462.64% |
$44.2M - $47.4M
|
1.57M
$53.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.23M+ 797.33% |
$42M - $45M
|
1.38M
$47.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.19M+ 128.73% |
$40.7M - $43.6M
|
2.12M
$72.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17M+ 24.52% |
$40M - $42.8M
|
5.94M
$203M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.17M+ 24.52% |
$40M - $42.8M
|
5.94M
$203M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
988K+ 43.46% |
$33.8M - $36.2M
|
3.26M
$112M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
954K+ 3.37% |
$32.6M - $34.9M
|
29.3M
$1B
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
865K+ 11.19% |
$29.6M - $31.7M
|
8.6M
$295M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
841K+ 1.41% |
$28.8M - $30.8M
|
60.4M
$2.07B
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
733K+ 819.35% |
$25.1M - $26.8M
|
822K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
693K+ 309.51% |
$23.7M - $25.4M
|
917K
$31.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
662K+ 39.8% |
$22.6M - $24.3M
|
2.33M
$79.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
604K+ 77.73% |
$20.6M - $22.1M
|
1.38M
$47.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
603K+ 6.08% |
$20.6M - $22.1M
|
10.5M
$360M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
588K+ 107.47% |
$20.1M - $21.5M
|
1.13M
$38.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
412K+ 20.52% |
$14.1M - $15.1M
|
2.42M
$82.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
399K+ 20.1% |
$13.6M - $14.6M
|
2.38M
$81.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
398K+ 24.25% |
$13.6M - $14.6M
|
2.04M
$69.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
397K+ 6.52% |
$13.6M - $14.5M
|
6.49M
$222M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
347KNew |
$11.9M - $12.7M
|
347K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
331K+ 13.58% |
$11.3M - $12.1M
|
2.77M
$94.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
328KNew |
$11.2M - $12M
|
328K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
328KNew |
$11.2M - $12M
|
328K
$11.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
296K+ 2.37% |
$10.1M - $10.8M
|
12.8M
$438M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
267KNew |
$9.13M - $9.78M
|
267K
$9.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
260KNew |
$8.89M - $9.52M
|
260K
$8.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
241KNew |
$8.25M - $8.84M
|
241K
$8.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
223K+ 103.88% |
$7.62M - $8.16M
|
437K
$15M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
211K+ 5.53% |
$7.22M - $7.74M
|
4.03M
$138M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
210K+ 28.81% |
$7.17M - $7.68M
|
937K
$32.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
203KNew |
$6.94M - $7.44M
|
203K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
199K+ 4.31% |
$6.81M - $7.29M
|
4.82M
$165M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
197K+ 0.37% |
$6.75M - $7.23M
|
53.3M
$1.83B
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
191K+ 27.1% |
$6.53M - $6.99M
|
895K
$30.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
189K+ 14.62% |
$6.47M - $6.93M
|
1.48M
$50.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
183K+ 25.77% |
$6.25M - $6.69M
|
891K
$30.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
169K+ 3.85% |
$5.79M - $6.21M
|
4.57M
$157M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
158K+ 38.68% |
$5.4M - $5.78M
|
566K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 3.05% |
$4.9M - $5.25M
|
4.85M
$166M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
136K+ 6.65% |
$4.66M - $4.99M
|
2.19M
$74.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
130K+ 4.26% |
$4.46M - $4.77M
|
3.19M
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
126K+ 302.07% |
$4.32M - $4.63M
|
168K
$5.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
126K+ 61.14% |
$4.3M - $4.6M
|
331K
$11.3M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
124KNew |
$4.24M - $4.54M
|
124K
$4.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
120K+ 7.48% |
$4.12M - $4.41M
|
1.73M
$59.3M
|