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 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 36.06% |
$70.8K - $75.9K
|
7.82K
$270K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 4.79% |
$69.5K - $74.5K
|
44.4K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.02K+ 1.69% |
$69K - $73.9K
|
121K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.01K+ 54.59% |
$68.7K - $73.6K
|
5.69K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$68.4K - $73.3K
|
2K
$69.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 11.36% |
$68.2K - $73.1K
|
19.5K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.95K+ 1.24% |
$66.6K - $71.4K
|
160K
$5.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$60.6K - $65K
|
1.77K
$61.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.74K+ 1.4% |
$59.6K - $63.9K
|
126K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.74K+ 8.01% |
$59.4K - $63.7K
|
23.4K
$809K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.7K+ 7.64% |
$58.2K - $62.3K
|
24K
$828K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.69K+ 5.67% |
$57.7K - $61.8K
|
31.4K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68K+ 68.85% |
$57.5K - $61.6K
|
4.12K
$142K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.63K+ 6.99% |
$55.6K - $59.6K
|
24.9K
$859K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.58K+ 1.09% |
$54.1K - $58K
|
146K
$5.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.58K+ 13.72% |
$54K - $57.8K
|
13.1K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 22.56% |
$53.9K - $57.8K
|
8.57K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.53K+ 17.1% |
$52.4K - $56.2K
|
10.5K
$362K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 2.96% |
$50.3K - $53.9K
|
51.2K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.46K+ 3.91% |
$50.1K - $53.6K
|
38.9K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.46K+ 1.48% |
$49.9K - $53.5K
|
99.8K
$3.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.4KNew |
$47.9K - $51.3K
|
1.4K
$48.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.39K+ 13.16% |
$47.6K - $51K
|
12K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.38K+ 2.59% |
$47K - $50.4K
|
54.5K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 2.1% |
$46K - $49.2K
|
65.4K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.34KNew |
$45.7K - $49K
|
1.34K
$46.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.32K+ 231.99% |
$45.1K - $48.4K
|
1.89K
$65.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.32KNew |
$45K - $48.3K
|
1.32K
$45.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$44.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$44.8K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.3K+ 19.36% |
$44.4K - $47.5K
|
8K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.29K+ 4.7% |
$44K - $47.2K
|
28.7K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.29K+ 14.66% |
$44K - $47.2K
|
10.1K
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.24K+ 4.05% |
$42.3K - $45.3K
|
31.8K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.23K+ 1.48% |
$41.9K - $44.9K
|
84.2K
$2.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.18K+ 3.64% |
$40.5K - $43.3K
|
33.7K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 0.41% |
$40.4K - $43.3K
|
292K
$10.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 1.11% |
$40.4K - $43.3K
|
108K
$3.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.17K+ 7.25% |
$40K - $42.8K
|
17.3K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.17KNew |
$39.9K - $42.7K
|
1.17K
$40.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.14K+ 7.95% |
$39.1K - $41.8K
|
15.5K
$535K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.14K+ 2.57% |
$38.8K - $41.6K
|
45.2K
$1.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.12K+ 1.81% |
$38.4K - $41.1K
|
62.9K
$2.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.12K+ 0.96% |
$38.1K - $40.9K
|
117K
$4.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 2.66% |
$37.4K - $40.1K
|
42.3K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.06K+ 11766.67% |
$36.2K - $38.8K
|
1.07K
$36.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.03K+ 9.08% |
$35.2K - $37.7K
|
12.4K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.03K+ 2.05% |
$35.1K - $37.6K
|
51K
$1.76M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.02K+ 17.36% |
$35K - $37.5K
|
6.92K
$239K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 1.06% |
$34.6K - $37.1K
|
96.7K
$3.34M
|