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 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.8K+ 6.69% |
$644K - $689K
|
300K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
18.6K+ 1.9% |
$637K - $682K
|
1M
$34.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
18.1K+ 78.38% |
$620K - $664K
|
41.3K
$1.42M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
17.8KNew |
$610K - $653K
|
17.8K
$616K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
17.7K+ 54.28% |
$606K - $649K
|
50.3K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
17.6K+ 123.42% |
$601K - $644K
|
31.8K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.3K+ 7.87% |
$593K - $636K
|
238K
$8.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2K+ 5.49% |
$587K - $629K
|
330K
$11.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
16.9K+ 22.39% |
$579K - $620K
|
92.5K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.9K+ 97.49% |
$578K - $620K
|
34.3K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.8K+ 1631.23% |
$573K - $614K
|
17.8K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16.5KNew |
$565K - $606K
|
16.5K
$571K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
16.5K+ 10.96% |
$563K - $604K
|
167K
$5.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8K+ 4.93% |
$540K - $578K
|
336K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.6K+ 1.65% |
$534K - $572K
|
962K
$33.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.6K+ 9.29% |
$533K - $571K
|
183K
$6.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.4KNew |
$528K - $565K
|
15.4K
$533K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
15.3KNew |
$522K - $560K
|
15.3K
$527K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
14.2K+ 5.37% |
$486K - $521K
|
279K
$9.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$480K - $514K
|
14K
$484K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.7K+ 772.73% |
$469K - $503K
|
15.5K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$464K - $497K
|
13.6K
$468K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13.5K+ 7.99% |
$463K - $496K
|
183K
$6.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
13.3K+ 1.68% |
$454K - $486K
|
803K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.1KNew |
$448K - $480K
|
13.1K
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.7K+ 72.85% |
$436K - $467K
|
30.2K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$426K - $456K
|
12.5K
$430K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12.4K+ 2.84% |
$424K - $454K
|
449K
$15.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
12.1K+ 14.65% |
$412K - $442K
|
94.3K
$3.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12K+ 21.49% |
$409K - $438K
|
67.6K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 3.13% |
$396K - $425K
|
382K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$391K - $419K
|
11.4K
$395K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 267.62% |
$382K - $410K
|
15.4K
$530K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.9K+ 5.65% |
$373K - $400K
|
204K
$7.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 6.1% |
$372K - $398K
|
189K
$6.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6K+ 6.04% |
$361K - $387K
|
185K
$6.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
10.5K+ 88.72% |
$358K - $384K
|
22.3K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.2K+ 104.98% |
$348K - $372K
|
19.9K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.98K+ 7.58% |
$341K - $365K
|
142K
$4.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
9.97K+ 1.62% |
$341K - $365K
|
624K
$21.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.71K+ 77.05% |
$332K - $356K
|
22.3K
$770K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.56KNew |
$327K - $350K
|
9.56K
$330K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.41K+ 4.57% |
$322K - $345K
|
215K
$7.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.32K+ 6.49% |
$319K - $341K
|
153K
$5.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.11K+ 6.17% |
$311K - $334K
|
157K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.99K+ 2.76% |
$307K - $329K
|
335K
$11.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.95K+ 2.26% |
$306K - $328K
|
405K
$14M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
8.74K+ 4.03% |
$299K - $320K
|
226K
$7.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.67K+ 2.95% |
$297K - $318K
|
302K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.48K+ 23.28% |
$290K - $311K
|
44.9K
$1.55M
|