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 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.33K- 11.06% |
$79.7K - $85.4K
|
18.7K
$646K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.46K- 8.12% |
$84.2K - $90.2K
|
27.9K
$961K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.5K- 5.68% |
$85.4K - $91.5K
|
41.5K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.56K- 12.71% |
$87.5K - $93.8K
|
17.6K
$606K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.61K- 2.45% |
$89.1K - $95.4K
|
104K
$3.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.61K- 4.9% |
$89.1K - $95.4K
|
50.6K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.62K- 15.81% |
$89.4K - $95.8K
|
13.9K
$480K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.62K- 2.35% |
$89.5K - $95.9K
|
109K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.62K- 30.85% |
$89.7K - $96.1K
|
5.88K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.64K- 17.02% |
$90.3K - $96.7K
|
12.9K
$444K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.66K- 1.31% |
$91K - $97.5K
|
200K
$6.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 4.51% |
$94.8K - $102K
|
58.7K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.82K- 26.58% |
$96.4K - $103K
|
7.79K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.85K- 4.25% |
$97.3K - $104K
|
64.1K
$2.21M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.86K- 13.68% |
$97.9K - $105K
|
18.1K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.92K- 12.59% |
$99.8K - $107K
|
20.3K
$698K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.97K- 4.64% |
$102K - $109K
|
61.1K
$2.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3K- 3.28% |
$103K - $110K
|
88.7K
$3.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.04K- 18.65% |
$104K - $111K
|
13.2K
$456K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.05K- 4.36% |
$104K - $112K
|
66.7K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.11K- 1.96% |
$106K - $114K
|
156K
$5.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.14K- 17.77% |
$108K - $115K
|
14.6K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.16K- 1.37% |
$108K - $116K
|
228K
$7.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 18.59% |
$109K - $116K
|
13.9K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.2K- 6.71% |
$109K - $117K
|
44.4K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.27K- 4.58% |
$112K - $120K
|
68.2K
$2.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.32K- 5.76% |
$113K - $122K
|
54.3K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 2.28% |
$114K - $122K
|
143K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.37K- 1.86% |
$115K - $123K
|
178K
$6.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.43K- 3.55% |
$117K - $126K
|
93.3K
$3.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.44K- 14.08% |
$118K - $126K
|
21K
$723K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.46K- 12.17% |
$118K - $127K
|
24.9K
$860K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.46K- 14.09% |
$118K - $127K
|
21.1K
$728K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.7K- 3.81% |
$127K - $136K
|
93.3K
$3.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.77K- 26.36% |
$129K - $138K
|
10.5K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.04K- 1.46% |
$138K - $148K
|
272K
$9.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.06K- 1.66% |
$139K - $149K
|
241K
$8.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.31K- 4.56% |
$147K - $158K
|
90.2K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.41K- 8.69% |
$151K - $162K
|
46.3K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.73K- 22.98% |
$162K - $173K
|
15.8K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 2.78% |
$176K - $188K
|
180K
$6.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.16K- 10.18% |
$177K - $189K
|
45.6K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.28K- 5.32% |
$181K - $193K
|
93.9K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.38K- 12.3% |
$184K - $197K
|
38.3K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.68K- 3.94% |
$194K - $208K
|
138K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.88K- 6.41% |
$201K - $215K
|
85.8K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 46.41% |
$210K - $225K
|
7.09K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-6.17K- 3.69% |
$211K - $226K
|
161K
$5.55M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-6.25K- 2.17% |
$214K - $229K
|
282K
$9.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6.39K- 4.73% |
$219K - $234K
|
129K
$4.43M
|