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
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
969+ 3.14% |
$33.1K - $35.5K
|
31.9K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
940+ 0.63% |
$32.1K - $34.4K
|
151K
$5.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
936+ 0.76% |
$32K - $34.3K
|
124K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
905+ 12.78% |
$31K - $33.2K
|
7.99K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
900+ 5.93% |
$30.8K - $33K
|
16.1K
$567K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
885New |
$30.3K - $32.4K
|
885
$31.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
879+ 7.31% |
$30.1K - $32.2K
|
12.9K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
860+ 9.34% |
$29.4K - $31.5K
|
10.1K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
834+ 2.43% |
$28.5K - $30.6K
|
35.2K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
803+ 3.12% |
$27.5K - $29.4K
|
26.5K
$935K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
797+ 5.07% |
$27.3K - $29.2K
|
16.5K
$582K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
795+ 4.23% |
$27.2K - $29.1K
|
19.6K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
761+ 2.96% |
$26K - $27.9K
|
26.5K
$934K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
733+ 11.61% |
$25.1K - $26.9K
|
7.05K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
733+ 2.84% |
$25.1K - $26.9K
|
26.5K
$936K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
719+ 0.14% |
$24.6K - $26.3K
|
498K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
708New |
$24.2K - $25.9K
|
708
$25K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
705New |
$24.1K - $25.8K
|
705
$24.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
699+ 0.43% |
$23.9K - $25.6K
|
162K
$5.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
687+ 3.99% |
$23.5K - $25.2K
|
17.9K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
672+ 2.53% |
$23K - $24.6K
|
27.2K
$958K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665New |
$22.7K - $24.4K
|
665
$23.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
660+ 0.87% |
$22.6K - $24.2K
|
76.2K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
639+ 5.88% |
$21.9K - $23.4K
|
11.5K
$406K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
630+ 8.29% |
$21.5K - $23.1K
|
8.23K
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
615+ 4.12% |
$21K - $22.5K
|
15.6K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
598+ 1.76% |
$20.5K - $21.9K
|
34.6K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
581+ 2.12% |
$19.9K - $21.3K
|
28K
$987K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
577+ 0.73% |
$19.7K - $21.1K
|
79.8K
$2.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
573+ 3.4% |
$19.6K - $21K
|
17.4K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
558+ 2.91% |
$19.1K - $20.4K
|
19.7K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
517+ 30.77% |
$17.7K - $18.9K
|
2.2K
$77.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
516+ 1.29% |
$17.6K - $18.9K
|
40.6K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
513+ 4.04% |
$17.5K - $18.8K
|
13.2K
$465K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
505+ 6.53% |
$17.3K - $18.5K
|
8.24K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
483+ 27.82% |
$16.5K - $17.7K
|
2.22K
$78.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
478+ 1.37% |
$16.3K - $17.5K
|
35.4K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
472+ 2.55% |
$16.1K - $17.3K
|
19K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 5.04% |
$15.3K - $16.4K
|
9.33K
$329K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
447+ 110.37% |
$15.3K - $16.4K
|
852
$30K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
441+ 639.13% |
$15.1K - $16.2K
|
510
$18K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
437+ 3.21% |
$14.9K - $16K
|
14K
$495K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
434+ 4.56% |
$14.8K - $15.9K
|
9.95K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
424+ 0.97% |
$14.5K - $15.5K
|
44.1K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
416+ 10.29% |
$14.2K - $15.2K
|
4.46K
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
415+ 0.94% |
$14.2K - $15.2K
|
44.7K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
412+ 3.01% |
$14.1K - $15.1K
|
14.1K
$497K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
410+ 24.67% |
$14K - $15K
|
2.07K
$73K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
404+ 0.31% |
$13.8K - $14.8K
|
132K
$4.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
399+ 1.76% |
$13.6K - $14.6K
|
23.1K
$813K
|