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 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119K+ 9.93% |
$4.08M - $4.37M
|
1.32M
$46.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116K+ 34.65% |
$3.95M - $4.24M
|
449K
$15.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
113K+ 65.46% |
$3.85M - $4.13M
|
285K
$10M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
103KNew |
$3.52M - $3.78M
|
103K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.6K+ 3.52% |
$3.24M - $3.47M
|
2.79M
$98.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
89.4KNew |
$3.06M - $3.27M
|
89.4K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
87.5KNew |
$2.99M - $3.21M
|
87.5K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
86.4K+ 956.04% |
$2.95M - $3.16M
|
95.4K
$3.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
82.2K+ 6.62% |
$2.81M - $3.01M
|
1.32M
$46.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81.7K+ 115.59% |
$2.79M - $2.99M
|
152K
$5.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
81.1K+ 37.56% |
$2.78M - $2.97M
|
297K
$10.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
78.7K+ 3.06% |
$2.69M - $2.88M
|
2.65M
$93.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
78.1K+ 12.42% |
$2.67M - $2.86M
|
707K
$24.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.4K+ 104.98% |
$2.58M - $2.76M
|
147K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
73.8K+ 27.48% |
$2.52M - $2.7M
|
342K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
71.3K+ 8.16% |
$2.44M - $2.61M
|
945K
$33.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
70.9K+ 17.18% |
$2.42M - $2.6M
|
483K
$17M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69.3K+ 37.65% |
$2.37M - $2.54M
|
253K
$8.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
69.2K+ 25.41% |
$2.37M - $2.53M
|
341K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
68.6K+ 11.55% |
$2.35M - $2.51M
|
663K
$23.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
65.6K+ 15.04% |
$2.24M - $2.4M
|
502K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
65.3K+ 11.8% |
$2.23M - $2.39M
|
618K
$21.8M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
63.2K+ 132.09% |
$2.16M - $2.31M
|
111K
$3.91M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
60.3K+ 8.13% |
$2.06M - $2.21M
|
802K
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
58.9K+ 12.44% |
$2.01M - $2.16M
|
532K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
55.5K+ 8.81% |
$1.9M - $2.04M
|
686K
$24.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.3K+ 4.96% |
$1.82M - $1.95M
|
1.13M
$39.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
53.2K+ 12.94% |
$1.82M - $1.95M
|
464K
$16.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
51.5K+ 40.45% |
$1.76M - $1.89M
|
179K
$6.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
50.5K+ 72.02% |
$1.73M - $1.85M
|
121K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
50.4KNew |
$1.72M - $1.85M
|
50.4K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50.2K+ 7.43% |
$1.72M - $1.84M
|
725K
$25.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.1K+ 317.21% |
$1.71M - $1.84M
|
65.9K
$2.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
49.4K+ 9.18% |
$1.69M - $1.81M
|
587K
$20.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
49.2K+ 731.01% |
$1.68M - $1.8M
|
55.9K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
49.1K+ 31.18% |
$1.68M - $1.8M
|
206K
$7.27M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 4.49% |
$1.65M - $1.77M
|
1.12M
$39.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.8K+ 2.69% |
$1.53M - $1.64M
|
1.71M
$60.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
44.5K+ 45.88% |
$1.52M - $1.63M
|
141K
$4.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.4K+ 3.85% |
$1.52M - $1.63M
|
1.2M
$42.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
41.7K+ 2.77% |
$1.43M - $1.53M
|
1.55M
$54.5M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
41.7K+ 22.13% |
$1.43M - $1.53M
|
230K
$8.1M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
41K+ 34.87% |
$1.4M - $1.5M
|
159K
$5.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
40.8K+ 28.92% |
$1.4M - $1.5M
|
182K
$6.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40.4K+ 367.62% |
$1.38M - $1.48M
|
51.4K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
40.2K+ 12.6% |
$1.37M - $1.47M
|
359K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
39K+ 45.63% |
$1.33M - $1.43M
|
124K
$4.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
38.7K+ 19.59% |
$1.32M - $1.42M
|
236K
$8.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
37.6K+ 11.68% |
$1.29M - $1.38M
|
360K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.5K+ 5.56% |
$1.28M - $1.37M
|
712K
$25.1M
|