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 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 68.67% |
$3.9K - $4.18K
|
52
$1.79K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-115- 9.89% |
$3.93K - $4.21K
|
1.05K
$36.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-116- 0.74% |
$3.97K - $4.25K
|
15.6K
$538K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-122- 0.41% |
$4.17K - $4.47K
|
29.3K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-138- 2.66% |
$4.72K - $5.06K
|
5.04K
$174K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-144- 6.13% |
$4.92K - $5.28K
|
2.21K
$76.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-145- 2.13% |
$4.96K - $5.31K
|
6.67K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-145- 0.33% |
$4.96K - $5.31K
|
44.2K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-149- 0.28% |
$5.1K - $5.46K
|
53.3K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-153- 0.85% |
$5.23K - $5.61K
|
17.9K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-156- 0.11% |
$5.34K - $5.72K
|
136K
$4.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-162- 14.27% |
$5.54K - $5.94K
|
973
$33.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-177- 0.9% |
$6.05K - $6.49K
|
19.5K
$671K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-188- 0.91% |
$6.43K - $6.89K
|
20.5K
$708K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-198- 0.33% |
$6.77K - $7.25K
|
59.7K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-200- 2.98% |
$6.84K - $7.33K
|
6.52K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-201- 2.78% |
$6.87K - $7.36K
|
7.02K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-203- 0.44% |
$6.94K - $7.44K
|
46.3K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-245- 1.16% |
$8.38K - $8.98K
|
20.9K
$721K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-254- 0.18% |
$8.69K - $9.31K
|
138K
$4.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-258- 0.17% |
$8.82K - $9.45K
|
148K
$5.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-286- 0.89% |
$9.78K - $10.5K
|
31.8K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-307- 4.08% |
$10.5K - $11.2K
|
7.22K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-311- 0.14% |
$10.6K - $11.4K
|
220K
$7.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-316- 0.52% |
$10.8K - $11.6K
|
60.9K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-322- 0.13% |
$11K - $11.8K
|
244K
$8.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-332- 4.23% |
$11.4K - $12.2K
|
7.52K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-344- 1.88% |
$11.8K - $12.6K
|
17.9K
$617K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-344- 88.21% |
$11.8K - $12.6K
|
46
$1.59K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-372- 0.27% |
$12.7K - $13.6K
|
137K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-381- 1.12% |
$13K - $14K
|
33.7K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-426- 2.73% |
$14.6K - $15.6K
|
15.2K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-428- 0.55% |
$14.6K - $15.7K
|
77.1K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-470- 6.51% |
$16.1K - $17.2K
|
6.75K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-487- 35.19% |
$16.7K - $17.8K
|
897
$30.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-501- 5.93% |
$17.1K - $18.4K
|
7.94K
$274K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-512- 1.58% |
$17.5K - $18.8K
|
31.9K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-517- 2.07% |
$17.7K - $18.9K
|
24.5K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-532- 3.55% |
$18.2K - $19.5K
|
14.4K
$498K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-533- 1.11% |
$18.2K - $19.5K
|
47.3K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-547- 0.06% |
$18.7K - $20K
|
940K
$32.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-548- 1.57% |
$18.7K - $20.1K
|
34.5K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-584- 0.14% |
$20K - $21.4K
|
417K
$14.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-617- 1.57% |
$21.1K - $22.6K
|
38.7K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-628- 0.35% |
$21.5K - $23K
|
180K
$6.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-667- 0.62% |
$22.8K - $24.4K
|
106K
$3.67M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-671- 1.57% |
$22.9K - $24.6K
|
42K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-673- 0.75% |
$23K - $24.7K
|
89.4K
$3.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-676- 2.1% |
$23.1K - $24.8K
|
31.6K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-698- 0.72% |
$23.9K - $25.6K
|
96K
$3.31M
|