Purchases and Sales Made in Q2 2024 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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
Chicago Partners Investment Group LLC

BUY
 -
8.37K
New
$286K - $307K
8.37K $289K
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
8.26K
New
$282K - $303K
8.26K $285K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
8.25K
+ 140.31%
$282K - $302K
14.1K $488K
Oct 22, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
8.16K
+ 0.77%
$279K - $299K
1.07M $37.1M
Jul 26, 2024 Q2 2024
Beacon Financial Advisory LLC

BUY
 -
8.15K
New
$279K - $299K
8.15K $281K
Jul 24, 2024 Q2 2024
Cedrus LLC

Littleton, CO
BUY
 -
8.12K
+ 4.77%
$278K - $298K
178K $6.15M
Jul 16, 2024 Q2 2024
Bcs Wealth Management

BUY
 -
8.12K
+ 7.88%
$278K - $297K
111K $3.84M
Aug 12, 2024 Q2 2024
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
8.1K
+ 42.88%
$277K - $297K
27K $932K
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
8.04K
New
$275K - $295K
8.04K $278K
Jul 23, 2024 Q2 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
8.03K
+ 48.35%
$275K - $294K
24.7K $851K
Jul 17, 2024 Q2 2024
Rodgers & Associates, LTD

BUY
 -
7.94K
+ 2.56%
$272K - $291K
318K $11M
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
7.89K
New
$270K - $289K
7.89K $272K
Jul 24, 2024 Q2 2024
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
7.87K
+ 2.01%
$269K - $288K
399K $13.8M
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
7.87K
+ 47.03%
$269K - $288K
24.6K $849K
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
7.77K
+ 1.59%
$266K - $285K
497K $17.2M
Aug 14, 2024 Q2 2024
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
7.51K
New
$257K - $275K
7.51K $259K
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
7.43K
New
$254K - $272K
7.43K $257K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
7.39K
New
$253K - $271K
7.39K $255K
Aug 05, 2024 Q2 2024
North Star Asset Management Inc

BUY
 -
7.36K
+ 17.36%
$252K - $270K
49.8K $1.72M
Jul 22, 2024 Q2 2024
Grimes & Company, Inc.

BUY
 -
7.35K
+ 3.07%
$251K - $269K
247K $8.53M
Aug 01, 2024 Q2 2024
Dorval Corp

Maple Grove, MN
BUY
 -
7K
+ 2.72%
$240K - $257K
264K $9.12M
Aug 08, 2024 Q2 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
6.79K
New
$232K - $249K
6.79K $235K
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
6.7K
+ 103.83%
$229K - $245K
13.2K $454K
Jul 16, 2024 Q2 2024
Lockerman Financial Group, Inc.

BUY
 -
6.69K
+ 30.44%
$229K - $245K
28.7K $989K
Jul 29, 2024 Q2 2024
Center For Asset Management LLC

BUY
 -
6.68K
New
$228K - $245K
6.68K $231K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.53K
+ 2.08%
$223K - $239K
320K $11.1M
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
6.3K
+ 26.72%
$216K - $231K
29.9K $1.03M
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
6.28K
+ 4.49%
$215K - $230K
146K $5.05M
Jul 23, 2024 Q2 2024
Bridge Advisory, LLC

BUY
 -
6.2K
+ 4.63%
$212K - $227K
140K $4.83M
Aug 02, 2024 Q2 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
6.19K
+ 19.02%
$212K - $227K
38.7K $1.34M
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
6.03K
+ 123.86%
$206K - $221K
10.9K $376K
Jul 15, 2024 Q2 2024
Lex Aurum Advisors, LLC

BUY
 -
6K
+ 10.26%
$205K - $220K
64.5K $2.23M
Jul 25, 2024 Q2 2024
Salomon & Ludwin, LLC

BUY
 -
5.98K
+ 19.33%
$204K - $219K
36.9K $1.27M
Jul 30, 2024 Q2 2024
Americana Partners, LLC

Houston, TX
BUY
 -
5.94K
New
$203K - $217K
5.94K $205K
Aug 02, 2024 Q2 2024
Arq Wealth Advisors, LLC

BUY
 -
5.91K
+ 1.38%
$202K - $217K
434K $15M
Jul 24, 2024 Q2 2024
True Wealth Advisors, LLC

BUY
 -
5.86K
New
$200K - $215K
5.86K $202K
Aug 09, 2024 Q2 2024
Empirical Asset Management, LLC

BUY
 -
5.73K
New
$196K - $210K
5.73K $198K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
5.72K
+ 125.39%
$196K - $210K
10.3K $355K
Aug 13, 2024 Q2 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
5.66K
+ 5.73%
$194K - $207K
104K $3.6M
Jul 10, 2024 Q2 2024
Boston Standard Wealth Management, LLC

BUY
 -
5.63K
+ 0.6%
$192K - $206K
941K $32.5M
Aug 14, 2024 Q2 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
5.6K
+ 14.45%
$191K - $205K
44.3K $1.53M
Jul 10, 2024 Q2 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
5.38K
+ 13.27%
$184K - $197K
45.9K $1.59M
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
5.37K
+ 3.49%
$184K - $197K
159K $5.51M
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
5.25K
+ 6.5%
$179K - $192K
86K $2.97M
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.24K
+ 2.92%
$179K - $192K
185K $6.38M
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
5.14K
+ 4.13%
$176K - $188K
130K $4.47M
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
5.05K
+ 9.47%
$173K - $185K
58.4K $2.02M
Jul 18, 2024 Q2 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
5.04K
+ 39.87%
$172K - $185K
17.7K $610K
Jul 12, 2024 Q2 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
4.89K
+ 2.9%
$167K - $179K
174K $6M

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