Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
176+ 0.28% |
$5.43K - $5.91K
|
64K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
175+ 0.15% |
$5.4K - $5.88K
|
114K
$3.86M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
160+ 0.96% |
$4.94K - $5.37K
|
16.9K
$572K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
159+ 0.49% |
$4.91K - $5.34K
|
32.9K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
158+ 0.29% |
$4.88K - $5.31K
|
54K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
147+ 0.32% |
$4.54K - $4.94K
|
46.8K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
143+ 0.83% |
$4.42K - $4.8K
|
17.4K
$589K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
131+ 1.64% |
$4.05K - $4.4K
|
8.12K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
115+ 0.71% |
$3.55K - $3.86K
|
16.3K
$553K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
105+ 0.33% |
$3.24K - $3.53K
|
31.6K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
104+ 1.31% |
$3.21K - $3.49K
|
8.03K
$272K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$3.09K - $3.36K
|
100
$3.39K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.09K - $3.36K
|
300
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
94+ 0.83% |
$2.9K - $3.16K
|
11.4K
$387K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
88New |
$2.72K - $2.96K
|
88
$2.98K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
83+ 0.42% |
$2.56K - $2.79K
|
19.6K
$666K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
82New |
$2.53K - $2.75K
|
82
$2.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
79+ 0.73% |
$2.44K - $2.65K
|
11K
$371K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
72+ 0.94% |
$2.22K - $2.42K
|
7.73K
$262K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
65+ 0.08% |
$2.01K - $2.18K
|
78.5K
$2.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
62New |
$1.91K - $2.08K
|
62
$2.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57+ 0.21% |
$1.76K - $1.91K
|
27.1K
$918K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
52+ 0.26% |
$1.61K - $1.75K
|
20K
$680K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
50+ 0.33% |
$1.54K - $1.68K
|
15K
$508K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
33New |
$1.02K - $1.11K
|
33
$1.12K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 4.44% |
$772 - $840
|
588
$19.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 1.11% |
$772 - $840
|
2.29K
$77.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14+ 3.75% |
$432 - $470
|
387
$13.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
14+ 0.05% |
$432 - $470
|
29.5K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.02% |
$432 - $470
|
73.5K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$30.9 - $33.6
|
1
$33.9
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$30.9 - $33.6
|
1
$33.9
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1- 0.41% |
$30.9 - $33.6
|
243
$8.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3- 0.01% |
$92.6 - $101
|
20.1K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-30- 0.15% |
$926 - $1.01K
|
20.2K
$686K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-35- 5.81% |
$1.08K - $1.18K
|
567
$19.2K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37- 0.56% |
$1.14K - $1.24K
|
6.51K
$221K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-37- 0.06% |
$1.14K - $1.24K
|
64.5K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-42- 0.14% |
$1.3K - $1.41K
|
30.3K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-57- 0.73% |
$1.76K - $1.91K
|
7.76K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-70- 0.03% |
$2.16K - $2.35K
|
215K
$7.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-103- 0.95% |
$3.18K - $3.46K
|
10.8K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-105- 0.51% |
$3.24K - $3.53K
|
20.3K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 2.51% |
$3.3K - $3.59K
|
4.16K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-112- 0.87% |
$3.46K - $3.76K
|
12.7K
$432K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-118- 0.11% |
$3.64K - $3.96K
|
103K
$3.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-119- 0.23% |
$3.67K - $4K
|
50.8K
$1.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-122- 4.59% |
$3.77K - $4.1K
|
2.54K
$86K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 29.43% |
$4.66K - $5.07K
|
362
$12.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-154- 1.97% |
$4.76K - $5.17K
|
7.67K
$260K
|