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 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-728- 3.44% |
$24.9K - $26.7K
|
20.4K
$704K
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-730- 3.18% |
$25K - $26.7K
|
22.2K
$767K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-744- 6.44% |
$25.4K - $27.3K
|
10.8K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-778- 0.93% |
$26.6K - $28.5K
|
83K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-793- 6.27% |
$27.1K - $29.1K
|
11.8K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-803- 0.56% |
$27.5K - $29.4K
|
142K
$4.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-806- 1.27% |
$27.6K - $29.5K
|
62.7K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-824- 1.7% |
$28.2K - $30.2K
|
47.6K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-923- 2.5% |
$31.6K - $33.8K
|
36K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-949- 2.11% |
$32.5K - $34.8K
|
44.1K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-977- 1.43% |
$33.4K - $35.8K
|
67.1K
$2.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-978- 5.98% |
$33.4K - $35.8K
|
15.4K
$530K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-998- 7.97% |
$34.1K - $36.6K
|
11.5K
$397K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.01K- 9.6% |
$34.4K - $36.8K
|
9.46K
$326K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.01K- 0.36% |
$34.7K - $37.2K
|
278K
$9.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 3.45% |
$35.1K - $37.6K
|
28.8K
$992K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.05K- 1.69% |
$36K - $38.5K
|
61.1K
$2.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 1.65% |
$38.7K - $41.5K
|
67.4K
$2.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.18K- 5.23% |
$40.5K - $43.3K
|
21.5K
$739K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.18K- 1.7% |
$40.5K - $43.3K
|
68.5K
$2.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.22K- 11.93% |
$41.9K - $44.8K
|
9.04K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23K- 4.2% |
$42K - $45K
|
28K
$967K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.26K- 0.72% |
$43.2K - $46.2K
|
173K
$5.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.28K- 3.71% |
$43.8K - $46.9K
|
33.2K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.29K- 1.01% |
$44.2K - $47.3K
|
126K
$4.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.33K- 1.73% |
$45.6K - $48.8K
|
75.8K
$2.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.38K- 1.38% |
$47K - $50.4K
|
98K
$3.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.4K- 0.67% |
$47.7K - $51.1K
|
207K
$7.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.47K- 9.63% |
$50.2K - $53.8K
|
13.8K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.51K- 1.38% |
$51.6K - $55.3K
|
108K
$3.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.52K- 0.82% |
$52.1K - $55.8K
|
185K
$6.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.61K- 16.15% |
$54.9K - $58.8K
|
8.34K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.71K- 20.16% |
$58.6K - $62.8K
|
6.78K
$234K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.76K- 39.08% |
$60.3K - $64.6K
|
2.75K
$94.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.77K- 22.15% |
$60.4K - $64.7K
|
6.21K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.77K- 69.96% |
$60.5K - $64.8K
|
759
$26.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.81K- 1.51% |
$61.8K - $66.2K
|
118K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.88K- 7.14% |
$64.2K - $68.8K
|
24.4K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.89K- 7.44% |
$64.5K - $69.1K
|
23.5K
$809K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.91K- 1.32% |
$65.3K - $69.9K
|
143K
$4.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.99K- 43.12% |
$68.1K - $73K
|
2.63K
$90.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 1.32% |
$68.7K - $73.6K
|
150K
$5.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.03K- 14.53% |
$69.3K - $74.2K
|
11.9K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.04K- 2.11% |
$69.8K - $74.8K
|
94.7K
$3.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.12K- 0.3% |
$72.4K - $77.6K
|
708K
$24.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-2.14K- 6.04% |
$73.1K - $78.3K
|
33.2K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 17.17% |
$74.5K - $79.8K
|
10.5K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-2.2K- 3.2% |
$75.3K - $80.7K
|
66.6K
$2.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.27K- 1.14% |
$77.7K - $83.2K
|
197K
$6.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.31K- 1.03% |
$79.1K - $84.8K
|
223K
$7.7M
|