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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
13K+ 1.69% |
$439K - $494K
|
783K
$27M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
12.9K+ 3.93% |
$435K - $489K
|
341K
$11.8M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
12.9KNew |
$434K - $488K
|
12.9K
$444K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.8K+ 4.48% |
$430K - $484K
|
298K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.7K+ 4.19% |
$427K - $480K
|
315K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.2K+ 1.29% |
$412K - $464K
|
957K
$33.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
12K+ 5.9% |
$404K - $454K
|
215K
$7.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 60.25% |
$403K - $454K
|
31.8K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$399K - $449K
|
11.8K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.8K+ 8.62% |
$398K - $447K
|
148K
$5.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.7K+ 1.58% |
$395K - $444K
|
751K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.6K+ 3.48% |
$393K - $442K
|
347K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
11.5K+ 1.83% |
$386K - $435K
|
636K
$22M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.4K+ 21.32% |
$384K - $432K
|
64.7K
$2.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.2K+ 2.54% |
$378K - $426K
|
453K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
11.2K+ 4.63% |
$377K - $424K
|
252K
$8.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11.1K+ 7.54% |
$373K - $420K
|
158K
$5.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11KNew |
$371K - $418K
|
11K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.9KNew |
$368K - $414K
|
10.9K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.9K+ 29.46% |
$367K - $413K
|
47.8K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 4.63% |
$359K - $404K
|
241K
$8.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 3.06% |
$347K - $391K
|
346K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10.1K+ 2.81% |
$340K - $383K
|
369K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
10KNew |
$337K - $380K
|
10K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.89K+ 16.2% |
$334K - $375K
|
70.9K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
9.87K+ 6.69% |
$333K - $375K
|
157K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
9.77K+ 11.77% |
$330K - $371K
|
92.8K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
9.57K+ 1.87% |
$323K - $363K
|
520K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.5K+ 35.83% |
$320K - $361K
|
36K
$1.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.44K+ 11.13% |
$318K - $358K
|
94.3K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.42K+ 12.18% |
$318K - $358K
|
86.8K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.3KNew |
$314K - $353K
|
9.3K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.27K+ 5.31% |
$313K - $352K
|
184K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
9.12K+ 3.41% |
$308K - $346K
|
276K
$9.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.85K+ 4.27% |
$298K - $336K
|
216K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.75KNew |
$295K - $332K
|
8.75K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.7KNew |
$294K - $330K
|
8.7K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.46K+ 37.96% |
$286K - $321K
|
30.8K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.39K+ 3.07% |
$283K - $318K
|
281K
$9.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
8.23KNew |
$278K - $312K
|
8.23K
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.21K+ 5.79% |
$277K - $311K
|
150K
$5.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
7.91K+ 1.04% |
$267K - $300K
|
767K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.91KNew |
$267K - $300K
|
7.91K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.82K+ 5.35% |
$264K - $297K
|
154K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
7.62K+ 3.93% |
$257K - $289K
|
202K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.32K+ 16.07% |
$247K - $278K
|
52.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.23K+ 14.35% |
$244K - $274K
|
57.6K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.08K+ 0.66% |
$239K - $269K
|
1.08M
$37.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
7K+ 5.12% |
$236K - $266K
|
144K
$4.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
6.81KNew |
$230K - $259K
|
6.81K
$235K
|