Purchases and Sales Made in Q3 2023 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 Q3 2023. 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
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.61K
+ 0.79%
$80.7K - $87.7K
334K $11.3M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
2.6K
+ 3.72%
$80.3K - $87.3K
72.5K $2.46M
Oct 16, 2023 Q3 2023
Ervin Investment Management, LLC

BUY
 -
2.57K
+ 3.32%
$79.4K - $86.3K
79.9K $2.71M
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.56K
New
$79K - $85.9K
2.56K $86.8K
Oct 19, 2023 Q3 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
2.55K
+ 3.55%
$78.7K - $85.6K
74.5K $2.53M
Nov 02, 2023 Q3 2023
Tkg Advisors, LLC

BUY
 -
2.54K
+ 8.85%
$78.5K - $85.4K
31.3K $1.06M
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
2.44K
+ 3.85%
$75.3K - $81.9K
65.8K $2.23M
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

BUY
 -
2.42K
+ 7.3%
$74.6K - $81.1K
35.5K $1.21M
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
2.35K
+ 4.38%
$72.5K - $78.8K
56K $1.9M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.35K
+ 6.4%
$72.4K - $78.8K
39K $1.32M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
2.31K
+ 0.51%
$71.2K - $77.4K
456K $15.5M
Oct 05, 2023 Q3 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
2.29K
+ 1.29%
$70.7K - $76.9K
179K $6.08M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
2.25K
New
$69.4K - $75.4K
2.25K $76.2K
Nov 13, 2023 Q3 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
2.22K
+ 14.35%
$68.6K - $74.6K
17.7K $601K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
2.17K
+ 88.51%
$67.1K - $72.9K
4.63K $157K
Oct 25, 2023 Q3 2023
Vantage Investment Partners, LLC

BUY
 -
2.08K
+ 24.78%
$64.1K - $69.7K
10.4K $354K
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
1.93K
+ 7.9%
$59.4K - $64.6K
26.3K $892K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
1.86K
+ 4.23%
$57.5K - $62.5K
45.9K $1.56M
Oct 30, 2023 Q3 2023
Carmichael Hill & Associates, Inc.

BUY
 -
1.8K
+ 283.05%
$55.7K - $60.5K
2.44K $82.8K
Nov 07, 2023 Q3 2023
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
1.77K
+ 1.06%
$54.5K - $59.3K
168K $5.7M
Nov 01, 2023 Q3 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
1.67K
+ 15.2%
$51.5K - $56K
12.6K $429K
Oct 10, 2023 Q3 2023
Range Financial Group LLC

BUY
 -
1.62K
+ 2.2%
$50.1K - $54.5K
75.3K $2.56M
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
1.61K
+ 24.87%
$49.6K - $53.9K
8.06K $273K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.54K
+ 2.12%
$47.5K - $51.7K
74.1K $2.51M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.52K
New
$46.8K - $50.9K
1.52K $51.5K
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
1.51K
+ 2.01%
$46.7K - $50.8K
76.8K $2.61M
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.48K
+ 5.99%
$45.7K - $49.7K
26.2K $889K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.46K
+ 9.9%
$45.1K - $49K
16.2K $549K
Nov 14, 2023 Q3 2023
Montz Harcus Wealth Management LLC

BUY
 -
1.46K
+ 1.25%
$44.9K - $48.9K
118K $4.01M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
1.45K
+ 1.11%
$44.6K - $48.5K
132K $4.47M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
1.32K
+ 6.84%
$40.8K - $44.3K
20.6K $699K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
1.31K
+ 11.36%
$40.5K - $44K
12.8K $436K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
1.29K
+ 1.2%
$39.9K - $43.4K
109K $3.71M
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
1.28K
+ 1.5%
$39.4K - $42.8K
86.5K $2.94M
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
1.28K
+ 2.03%
$39.4K - $42.8K
64.1K $2.18M
Oct 19, 2023 Q3 2023
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
1.19K
+ 8.21%
$36.7K - $40K
15.7K $532K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.17K
+ 13.34%
$36.2K - $39.3K
9.95K $337K
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
1.15K
+ 14.54%
$35.5K - $38.6K
9.06K $307K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.04K
+ 16.01%
$32.1K - $34.9K
7.54K $256K
Oct 11, 2023 Q3 2023
Acropolis Investment Management, LLC

BUY
 -
1.03K
+ 6.2%
$31.9K - $34.7K
17.7K $600K
Nov 08, 2023 Q3 2023
Astoria Strategic Wealth, Inc.

BUY
 -
979
+ 7.11%
$30.2K - $32.9K
14.7K $500K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
977
+ 4.64%
$30.2K - $32.8K
22K $747K
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
877
+ 5.92%
$27.1K - $29.4K
15.7K $532K
Nov 03, 2023 Q3 2023
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
866
+ 9.28%
$26.7K - $29.1K
10.2K $346K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
860
+ 12.35%
$26.6K - $28.9K
7.82K $265K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
825
+ 134.15%
$25.5K - $27.7K
1.44K $48.8K
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
796
+ 2.99%
$24.6K - $26.7K
27.5K $931K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
742
+ 0.19%
$22.9K - $24.9K
399K $13.5M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
741
+ 4.41%
$22.9K - $24.9K
17.6K $595K

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