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 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
384+ 2.55% |
$13.1K - $14.1K
|
15.4K
$533K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
377+ 2.94% |
$12.9K - $13.8K
|
13.2K
$457K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
372+ 25.66% |
$12.7K - $13.6K
|
1.82K
$62.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
352+ 1.32% |
$12K - $12.9K
|
26.9K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
340+ 1.77% |
$11.6K - $12.5K
|
19.6K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
324+ 1.85% |
$11.1K - $11.9K
|
17.9K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
319+ 4.31% |
$10.9K - $11.7K
|
7.72K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
313+ 2.23% |
$10.7K - $11.5K
|
14.3K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
312New |
$10.7K - $11.4K
|
312
$10.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
306+ 0.36% |
$10.5K - $11.2K
|
85.1K
$2.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
296+ 3.34% |
$10.1K - $10.8K
|
9.15K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
280+ 0.1% |
$9.58K - $10.3K
|
268K
$9.25M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
269+ 4.29% |
$9.2K - $9.86K
|
6.54K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
264+ 0.22% |
$9.03K - $9.67K
|
123K
$4.23M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
263+ 0.33% |
$8.99K - $9.64K
|
79.2K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
251+ 0.35% |
$8.58K - $9.2K
|
71K
$2.45M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
244+ 0.51% |
$8.34K - $8.94K
|
48.1K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
239+ 0.78% |
$8.17K - $8.76K
|
30.7K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
237+ 1.76% |
$8.11K - $8.68K
|
13.7K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
227+ 1.95% |
$7.76K - $8.32K
|
11.8K
$409K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
225+ 3.61% |
$7.7K - $8.24K
|
6.46K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
209+ 0.95% |
$7.15K - $7.66K
|
22.1K
$764K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 7.16% |
$6.84K - $7.33K
|
2.99K
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
186+ 0.72% |
$6.36K - $6.82K
|
26K
$898K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
181+ 1.98% |
$6.19K - $6.63K
|
9.31K
$322K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
175+ 0.64% |
$5.99K - $6.41K
|
27.5K
$948K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
172+ 1.51% |
$5.88K - $6.3K
|
11.6K
$400K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
168+ 1.87% |
$5.75K - $6.16K
|
9.15K
$316K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
164+ 1.16% |
$5.61K - $6.01K
|
14.3K
$492K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
162+ 58.27% |
$5.54K - $5.94K
|
440
$15.2K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
162+ 1.76% |
$5.54K - $5.94K
|
9.38K
$324K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
158+ 2.36% |
$5.4K - $5.79K
|
6.87K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
156+ 1.76% |
$5.34K - $5.72K
|
9.01K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
151+ 1.76% |
$5.16K - $5.53K
|
8.75K
$302K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
151New |
$5.16K - $5.53K
|
151
$5.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
146+ 0.09% |
$4.99K - $5.35K
|
158K
$5.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
145+ 0.17% |
$4.96K - $5.31K
|
83.9K
$2.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
140+ 23.26% |
$4.79K - $5.13K
|
742
$25.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
126+ 0.19% |
$4.31K - $4.62K
|
67.3K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
121+ 1.33% |
$4.14K - $4.43K
|
9.2K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
118+ 26.52% |
$4.04K - $4.32K
|
563
$19.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
113+ 0.2% |
$3.86K - $4.14K
|
56K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
105+ 1.47% |
$3.59K - $3.85K
|
7.23K
$250K
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
100+ 1.76% |
$3.42K - $3.66K
|
5.79K
$200K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.08% |
$3.42K - $3.66K
|
9.35K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
93+ 1.76% |
$3.18K - $3.41K
|
5.39K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
91New |
$3.11K - $3.33K
|
91
$3.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
89+ 0.45% |
$3.04K - $3.26K
|
19.8K
$682K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
87+ 0.32% |
$2.98K - $3.19K
|
27.1K
$935K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
82+ 0.44% |
$2.8K - $3K
|
18.8K
$648K
|