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 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
22+ 0.03% |
$742 - $835
|
68.5K
$2.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21+ 0.07% |
$709 - $797
|
31.5K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20New |
$675 - $759
|
20
$691
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
20+ 0.21% |
$675 - $759
|
9.64K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
16+ 2.33% |
$540 - $607
|
703
$24.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.19% |
$540 - $607
|
8.39K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.24% |
$405 - $456
|
5.05K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9+ 0.03% |
$304 - $342
|
28.7K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1+ 0.0% |
$33.7 - $38
|
32.9K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1- 0.01% |
$33.7 - $38
|
10.8K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 0.33% |
$67.5 - $75.9
|
608
$21K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-10- 10.99% |
$337 - $380
|
81
$2.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 6.15% |
$405 - $456
|
183
$6.32K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-15- 0.01% |
$506 - $569
|
253K
$8.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16- 0.01% |
$540 - $607
|
123K
$4.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 1.24% |
$742 - $835
|
1.75K
$60.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.31% |
$844 - $949
|
7.94K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-27- 0.57% |
$911 - $1.02K
|
4.74K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-28- 0.15% |
$945 - $1.06K
|
18.7K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-28- 0.24% |
$945 - $1.06K
|
11.8K
$408K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-35- 0.03% |
$1.18K - $1.33K
|
132K
$4.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-47- 6.67% |
$1.59K - $1.78K
|
658
$22.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-53- 0.57% |
$1.79K - $2.01K
|
9.26K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-63- 0.18% |
$2.13K - $2.39K
|
35.4K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-68- 0.99% |
$2.29K - $2.58K
|
6.8K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-72- 0.52% |
$2.43K - $2.73K
|
13.6K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-72- 1.06% |
$2.43K - $2.73K
|
6.72K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-79- 1.47% |
$2.67K - $3K
|
5.3K
$183K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-86- 1.03% |
$2.9K - $3.26K
|
8.26K
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-86- 1.14% |
$2.9K - $3.26K
|
7.43K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-91- 1.1% |
$3.07K - $3.45K
|
8.15K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-91- 4.82% |
$3.07K - $3.45K
|
1.8K
$62.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-96- 1.47% |
$3.24K - $3.64K
|
6.42K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-96- 0.3% |
$3.24K - $3.64K
|
31.5K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 0.08% |
$3.31K - $3.72K
|
126K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-99- 0.08% |
$3.34K - $3.76K
|
124K
$4.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 0.49% |
$3.37K - $3.8K
|
20.4K
$706K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-106- 18.83% |
$3.58K - $4.02K
|
457
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-108- 1.85% |
$3.64K - $4.1K
|
5.73K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-109- 0.05% |
$3.68K - $4.14K
|
220K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-112- 0.06% |
$3.78K - $4.25K
|
185K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 1.68% |
$3.85K - $4.33K
|
6.67K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-116- 1.1% |
$3.91K - $4.4K
|
10.4K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-125- 0.67% |
$4.22K - $4.75K
|
18.6K
$644K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-126- 1.37% |
$4.25K - $4.78K
|
9.08K
$313K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-128- 4.28% |
$4.32K - $4.86K
|
2.87K
$98.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 20.77% |
$4.35K - $4.9K
|
492
$17K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-138- 0.13% |
$4.66K - $5.24K
|
106K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-149- 0.71% |
$5.03K - $5.66K
|
20.8K
$717K
|