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 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
448New |
$15.1K - $17K
|
448
$15.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
446+ 0.5% |
$15K - $16.9K
|
89.1K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
415+ 1.18% |
$14K - $15.8K
|
35.6K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
386+ 0.35% |
$13K - $14.7K
|
109K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
383+ 2.39% |
$12.9K - $14.5K
|
16.4K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
382New |
$12.9K - $14.5K
|
382
$13.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
376+ 5.82% |
$12.7K - $14.3K
|
6.83K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
375+ 4.38% |
$12.7K - $14.2K
|
8.94K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
350+ 0.52% |
$11.8K - $13.3K
|
67.7K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
348+ 2.66% |
$11.7K - $13.2K
|
13.4K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
340+ 3.6% |
$11.5K - $12.9K
|
9.79K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
334+ 1.76% |
$11.3K - $12.7K
|
19.3K
$681K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
284+ 1.59% |
$9.58K - $10.8K
|
18.2K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
281+ 1.89% |
$9.48K - $10.7K
|
15.1K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
272+ 0.43% |
$9.18K - $10.3K
|
63.2K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
268+ 1.73% |
$9.04K - $10.2K
|
15.8K
$556K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
266+ 0.42% |
$8.97K - $10.1K
|
63K
$2.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
259New |
$8.74K - $9.83K
|
259
$9.13K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
254+ 0.22% |
$8.57K - $9.64K
|
118K
$4.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
232+ 0.29% |
$7.83K - $8.81K
|
79.5K
$2.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
226+ 1.31% |
$7.63K - $8.58K
|
17.5K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 1.22% |
$6.31K - $7.1K
|
15.6K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
159+ 22.46% |
$5.36K - $6.04K
|
867
$30.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
156+ 0.56% |
$5.26K - $5.92K
|
28.2K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
151+ 2.03% |
$5.09K - $5.73K
|
7.61K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
145+ 1.6% |
$4.89K - $5.5K
|
9.18K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
144New |
$4.86K - $5.47K
|
144
$5.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
129New |
$4.35K - $4.9K
|
129
$4.55K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
125+ 0.39% |
$4.22K - $4.75K
|
32K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
109+ 0.75% |
$3.68K - $4.14K
|
14.6K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
109New |
$3.68K - $4.14K
|
109
$3.84K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
108+ 0.99% |
$3.64K - $4.1K
|
11K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
102+ 0.77% |
$3.44K - $3.87K
|
13.3K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
98+ 0.16% |
$3.31K - $3.72K
|
62.4K
$2.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
97+ 1.38% |
$3.27K - $3.68K
|
7.15K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
88+ 0.97% |
$2.97K - $3.34K
|
9.12K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
78New |
$2.63K - $2.96K
|
78
$2.75K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
70New |
$2.36K - $2.66K
|
70
$2.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
66+ 14.04% |
$2.23K - $2.51K
|
536
$18.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
64New |
$2.16K - $2.43K
|
64
$2.26K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62+ 2.62% |
$2.09K - $2.35K
|
2.43K
$85.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
57+ 0.13% |
$1.92K - $2.16K
|
45.3K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 0.94% |
$1.79K - $2.01K
|
5.67K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
49+ 2.39% |
$1.65K - $1.86K
|
2.1K
$74K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
48+ 2.32% |
$1.62K - $1.82K
|
2.12K
$74.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
42+ 0.62% |
$1.42K - $1.59K
|
6.78K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 1.89% |
$1.42K - $1.59K
|
2.26K
$79.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.15K - $1.29K
|
34
$1.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
33+ 0.02% |
$1.11K - $1.25K
|
133K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
30+ 0.32% |
$1.01K - $1.14K
|
9.49K
$335K
|