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 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
37.1K+ 326.08% |
$1.27M - $1.36M
|
48.5K
$1.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35K+ 83.21% |
$1.2M - $1.28M
|
77K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.9KNew |
$1.19M - $1.28M
|
34.9K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.8K+ 2.87% |
$1.19M - $1.28M
|
1.25M
$44M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.7KNew |
$1.19M - $1.27M
|
34.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
34.1KNew |
$1.17M - $1.25M
|
34.1K
$1.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
34.1K+ 24.36% |
$1.17M - $1.25M
|
174K
$6.13M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
34.1KNew |
$1.17M - $1.25M
|
34.1K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
34.1K+ 22.06% |
$1.16M - $1.25M
|
188K
$6.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33.8K+ 2.65% |
$1.16M - $1.24M
|
1.31M
$46.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
33.1K+ 9.57% |
$1.13M - $1.21M
|
379K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
33K+ 4.49% |
$1.13M - $1.21M
|
770K
$27.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32.2K+ 43.61% |
$1.1M - $1.18M
|
106K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
32.1K+ 5.16% |
$1.1M - $1.18M
|
655K
$23.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
31.2K+ 41.9% |
$1.07M - $1.14M
|
106K
$3.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
30.6KNew |
$1.05M - $1.12M
|
30.6K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
30K+ 12.66% |
$1.02M - $1.1M
|
267K
$9.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29.9K+ 64.87% |
$1.02M - $1.1M
|
76.1K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29.8K+ 2.81% |
$1.02M - $1.09M
|
1.09M
$38.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29.7K+ 313.3% |
$1.02M - $1.09M
|
39.2K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.3K+ 0.79% |
$1M - $1.08M
|
3.77M
$133M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29.2K+ 198.27% |
$1M - $1.07M
|
44K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.7K+ 4.44% |
$982K - $1.05M
|
676K
$23.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28.6KNew |
$978K - $1.05M
|
28.6K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.6K+ 30.46% |
$978K - $1.05M
|
122K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
27.2K+ 475.48% |
$930K - $996K
|
32.9K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
27.1K+ 9.54% |
$928K - $995K
|
312K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
26.3K+ 34.1% |
$899K - $963K
|
103K
$3.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26K+ 66.3% |
$888K - $952K
|
65.2K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25.6K+ 10.34% |
$875K - $937K
|
273K
$9.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24.7K+ 114.22% |
$845K - $905K
|
46.3K
$1.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 59.24% |
$801K - $858K
|
62.9K
$2.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3K+ 116.08% |
$796K - $853K
|
43.3K
$1.53M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
22.8K+ 4.72% |
$778K - $834K
|
505K
$17.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
22.5KNew |
$770K - $824K
|
22.5K
$793K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
22.2K+ 2.62% |
$760K - $815K
|
870K
$30.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.9K+ 4.33% |
$748K - $801K
|
526K
$18.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
21.8K+ 1.77% |
$745K - $799K
|
1.25M
$44.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.7K+ 11730.27% |
$742K - $795K
|
21.9K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.8KNew |
$711K - $762K
|
20.8K
$733K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
20.4K+ 2.83% |
$696K - $746K
|
740K
$26.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.3K+ 4.02% |
$694K - $743K
|
524K
$18.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.1K+ 213.41% |
$686K - $735K
|
29.4K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
20K+ 8.34% |
$684K - $732K
|
260K
$9.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 10.25% |
$678K - $726K
|
213K
$7.52M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.8K+ 4.96% |
$678K - $726K
|
420K
$14.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
19.6K+ 79.71% |
$671K - $719K
|
44.3K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.6K+ 5.71% |
$670K - $718K
|
363K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.6K+ 24.62% |
$669K - $716K
|
99K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.4KNew |
$664K - $711K
|
19.4K
$684K
|