Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 2.83% |
$620K - $698K
|
630K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 1.65% |
$625K - $704K
|
1.11M
$38.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-19.5K- 10.9% |
$657K - $740K
|
159K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 19.8% |
$661K - $744K
|
79.4K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-19.6K- 15.51% |
$662K - $744K
|
107K
$3.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-20.3K- 18.99% |
$683K - $769K
|
86.4K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-20.5K- 4.64% |
$691K - $777K
|
421K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 59.89% |
$692K - $779K
|
13.7K
$474K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 3.64% |
$707K - $795K
|
554K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-21.9K- 2.02% |
$738K - $830K
|
1.06M
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-22.5K- 6.34% |
$758K - $853K
|
332K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-22.9K- 99.48% |
$772K - $869K
|
119
$4.11K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.2K- 1.57% |
$783K - $881K
|
1.46M
$50.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-23.4K- 6.19% |
$791K - $890K
|
355K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24K- 31.51% |
$809K - $910K
|
52.1K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-24.4K- 15.9% |
$823K - $926K
|
129K
$4.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 1.92% |
$844K - $950K
|
1.27M
$44M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-25.5K- 56.73% |
$860K - $967K
|
19.4K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 22.49% |
$879K - $989K
|
89.8K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-26.7K- 42.47% |
$902K - $1.01M
|
36.2K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26.9K- 58.06% |
$907K - $1.02M
|
19.4K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-28K- 33.95% |
$945K - $1.06M
|
54.5K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28K- 21.65% |
$946K - $1.06M
|
102K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-29.1K- 31.46% |
$982K - $1.1M
|
63.4K
$2.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-29.1K- 70.6% |
$983K - $1.11M
|
12.1K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-29.3K- 18.47% |
$989K - $1.11M
|
129K
$4.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.2K- 2.52% |
$1.02M - $1.15M
|
1.17M
$40.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30.5K- 12.04% |
$1.03M - $1.16M
|
223K
$7.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30.8K- 29.13% |
$1.04M - $1.17M
|
74.9K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-32K- 16.22% |
$1.08M - $1.21M
|
165K
$5.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-33.1K- 12.73% |
$1.12M - $1.26M
|
227K
$7.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-34.2K- 78.99% |
$1.15M - $1.3M
|
9.1K
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-36.4K- 27.63% |
$1.23M - $1.38M
|
95.3K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.7K- 20.69% |
$1.27M - $1.43M
|
144K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-39.2K- 37.89% |
$1.32M - $1.49M
|
64.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 23.47% |
$1.46M - $1.65M
|
141K
$4.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-44.7K- 52.54% |
$1.51M - $1.7M
|
40.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45K- 37.35% |
$1.52M - $1.71M
|
75.6K
$2.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-45.1K- 15.17% |
$1.52M - $1.71M
|
252K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-46.4K- 29.81% |
$1.57M - $1.76M
|
109K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.3K- 43.52% |
$1.63M - $1.83M
|
62.7K
$2.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-56.7K- 21.84% |
$1.91M - $2.15M
|
203K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-60K- 12.41% |
$2.02M - $2.28M
|
423K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-63.3K- 14.17% |
$2.14M - $2.4M
|
383K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield University
|
SELL
|
- |
-78.9K- 17.26% |
$2.66M - $3M
|
378K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-79.2K- 19.84% |
$2.67M - $3.01M
|
320K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-82.1K- 10.22% |
$2.77M - $3.12M
|
721K
$24.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-82.4K- 12.59% |
$2.78M - $3.13M
|
572K
$19.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-84.5K- 55.46% |
$2.85M - $3.21M
|
67.9K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.8K- 15.7% |
$3M - $3.37M
|
477K
$16.5M
|