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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82+ 15.21% |
$2.8K - $3K
|
621
$21.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
69+ 0.27% |
$2.36K - $2.53K
|
25.7K
$884K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 20.12% |
$2.36K - $2.53K
|
412
$14.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
65+ 0.47% |
$2.22K - $2.38K
|
14K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
62+ 0.21% |
$2.12K - $2.27K
|
29.5K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
53New |
$1.81K - $1.94K
|
53
$1.83K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
52+ 0.38% |
$1.78K - $1.91K
|
13.7K
$473K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
44+ 0.41% |
$1.5K - $1.61K
|
10.7K
$368K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
40+ 6.18% |
$1.37K - $1.47K
|
687
$23.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
39+ 0.41% |
$1.33K - $1.43K
|
9.54K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
36+ 0.46% |
$1.23K - $1.32K
|
7.92K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
26+ 0.94% |
$889 - $953
|
2.81K
$96.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 0.31% |
$855 - $916
|
7.97K
$275K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 1.71% |
$616 - $660
|
1.07K
$36.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.32% |
$581 - $623
|
5.38K
$185K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 0.55% |
$445 - $476
|
2.36K
$81.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 1.67% |
$342 - $366
|
610
$21K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9+ 0.01% |
$308 - $330
|
72.5K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.07% |
$308 - $330
|
12.4K
$428K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 1.66% |
$274 - $293
|
491
$16.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 2.63% |
$171 - $183
|
195
$6.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 2.02% |
$137 - $147
|
202
$6.96K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.02% |
$103 - $110
|
16K
$552K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.25% |
$68.4 - $73.3
|
91
$3.14K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.07% |
$68.4 - $73.3
|
2.71K
$93.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 3.39% |
$68.4 - $73.3
|
61
$2.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 0.19% |
$34.2 - $36.6
|
536
$18.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.2% |
$34.2 - $36.6
|
499
$17.2K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$34.2 - $36.6
|
16.9K
$582K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-8- 1.32% |
$274 - $293
|
599
$20.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10- 0.07% |
$342 - $366
|
14.6K
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-10- 3.97% |
$342 - $366
|
242
$8.34K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14- 0.04% |
$479 - $513
|
36.3K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-22- 0.25% |
$752 - $806
|
8.65K
$298K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-23- 0.04% |
$787 - $843
|
62.6K
$2.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.27% |
$855 - $916
|
9.23K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-28- 23.53% |
$958 - $1.03K
|
91
$3.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-43- 0.52% |
$1.47K - $1.58K
|
8.24K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-47- 0.45% |
$1.61K - $1.72K
|
10.5K
$362K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 0.49% |
$1.71K - $1.83K
|
10.1K
$348K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-51- 0.58% |
$1.74K - $1.87K
|
8.79K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-57- 0.64% |
$1.95K - $2.09K
|
8.9K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-58- 0.56% |
$1.98K - $2.13K
|
10.3K
$355K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-60- 0.53% |
$2.05K - $2.2K
|
11.3K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-83- 0.08% |
$2.84K - $3.04K
|
109K
$3.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-98- 0.13% |
$3.35K - $3.59K
|
76K
$2.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-106- 1.4% |
$3.63K - $3.88K
|
7.46K
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-106- 0.52% |
$3.63K - $3.88K
|
20.1K
$693K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-108- 1.22% |
$3.69K - $3.96K
|
8.71K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-112- 2.38% |
$3.83K - $4.1K
|
4.59K
$158K
|