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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
55KNew |
$1.86M - $2.09M
|
55K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
55KNew |
$1.85M - $2.09M
|
55K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.9K+ 7.7% |
$1.85M - $2.08M
|
767K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
53.9K+ 6.33% |
$1.82M - $2.05M
|
906K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.8K+ 4.16% |
$1.82M - $2.04M
|
1.35M
$46.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
53K+ 15.28% |
$1.79M - $2.01M
|
400K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
50.8K+ 159.57% |
$1.71M - $1.93M
|
82.6K
$2.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
46.7K+ 3.56% |
$1.58M - $1.77M
|
1.36M
$46.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45.8K+ 5868.72% |
$1.54M - $1.74M
|
46.6K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
45.7K+ 2.95% |
$1.54M - $1.73M
|
1.59M
$55M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45.3K+ 8.63% |
$1.53M - $1.72M
|
569K
$19.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
44.1K+ 41.64% |
$1.49M - $1.68M
|
150K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44K+ 6.06% |
$1.48M - $1.67M
|
769K
$26.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
41.9KNew |
$1.41M - $1.59M
|
41.9K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
41.5K+ 12.05% |
$1.4M - $1.57M
|
386K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
40.9KNew |
$1.38M - $1.55M
|
40.9K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
40.6K+ 5.06% |
$1.37M - $1.54M
|
843K
$29.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
38.6KNew |
$1.3M - $1.47M
|
38.6K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
38K+ 20.18% |
$1.28M - $1.44M
|
226K
$7.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37.7K+ 4.74% |
$1.27M - $1.43M
|
833K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37.2K+ 1.46% |
$1.26M - $1.41M
|
2.58M
$89.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36.4K+ 19.29% |
$1.23M - $1.38M
|
225K
$7.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 154.89% |
$1.23M - $1.38M
|
59.8K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.8K+ 7.71% |
$1.21M - $1.36M
|
500K
$17.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35.4K+ 15.94% |
$1.19M - $1.34M
|
257K
$8.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 3.65% |
$1.13M - $1.27M
|
950K
$32.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
31.3K+ 52.37% |
$1.06M - $1.19M
|
91.1K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
31.2K+ 6.21% |
$1.05M - $1.18M
|
533K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
31K+ 14.38% |
$1.04M - $1.18M
|
246K
$8.5M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
30.8K+ 4.97% |
$1.04M - $1.17M
|
649K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
30.5KNew |
$1.03M - $1.16M
|
30.5K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
30.3K+ 3.69% |
$1.02M - $1.15M
|
853K
$29.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29.6K+ 2.72% |
$999K - $1.12M
|
1.12M
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.4KNew |
$992K - $1.12M
|
29.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
28.9K+ 8.46% |
$975K - $1.1M
|
370K
$12.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.7K+ 116.88% |
$970K - $1.09M
|
53.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.3K+ 5.38% |
$954K - $1.07M
|
554K
$19.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
27.9K+ 6.22% |
$942K - $1.06M
|
477K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
27.7K+ 4.72% |
$935K - $1.05M
|
615K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
27.7K+ 177.57% |
$934K - $1.05M
|
43.3K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.4K+ 2.19% |
$923K - $1.04M
|
1.28M
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.3K+ 3.05% |
$920K - $1.04M
|
922K
$31.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
27.3K+ 2.51% |
$919K - $1.03M
|
1.11M
$38.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
27KNew |
$911K - $1.02M
|
27K
$932K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 60.11% |
$892K - $1M
|
70.4K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26K+ 3.78% |
$876K - $985K
|
712K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
25.9KNew |
$874K - $983K
|
25.9K
$894K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25.6K+ 11.9% |
$865K - $973K
|
241K
$8.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.4K+ 2.85% |
$856K - $963K
|
917K
$31.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
25.1K+ 2.66% |
$846K - $952K
|
966K
$33.4M
|