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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-4.62K- 19.08% |
$156K - $175K
|
19.6K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.77K- 1.16% |
$161K - $181K
|
405K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.92K- 23.43% |
$166K - $187K
|
16.1K
$590K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 5.01% |
$167K - $188K
|
94K
$3.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.99K- 2.33% |
$168K - $189K
|
209K
$7.67M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.01K- 31.66% |
$169K - $190K
|
10.8K
$398K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.05K- 43.64% |
$170K - $192K
|
6.52K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-5.07K- 2.52% |
$171K - $193K
|
196K
$7.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.14K- 11.62% |
$173K - $195K
|
39.1K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.16K- 13.14% |
$174K - $196K
|
34.1K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.28K- 15.01% |
$178K - $201K
|
29.9K
$1.1M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.57K- 27.69% |
$188K - $211K
|
14.5K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.84K- 2.36% |
$197K - $222K
|
241K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.86K- 15.28% |
$198K - $222K
|
32.5K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.94K- 3.34% |
$200K - $225K
|
172K
$6.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.12K- 1.92% |
$206K - $232K
|
312K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.21K- 86.13% |
$210K - $236K
|
1K
$36.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.22K- 48.34% |
$210K - $236K
|
6.65K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6.29K- 45.19% |
$212K - $239K
|
7.63K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.31K- 28.82% |
$213K - $239K
|
15.6K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.58K- 60.44% |
$222K - $250K
|
4.31K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.99K- 48.26% |
$236K - $265K
|
7.49K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.44K- 4.6% |
$251K - $282K
|
154K
$5.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-7.49K- 0.8% |
$253K - $284K
|
930K
$34.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.79K- 5.48% |
$263K - $296K
|
135K
$4.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.9K- 11.77% |
$267K - $300K
|
59.2K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-7.97K- 16.42% |
$269K - $302K
|
40.6K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-7.99K- 27.9% |
$270K - $303K
|
20.7K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.27K- 1.92% |
$279K - $314K
|
423K
$15.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-8.64K- 29.35% |
$292K - $328K
|
20.8K
$764K
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-9.22K- 32.07% |
$311K - $350K
|
19.5K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.35K- 1.38% |
$316K - $355K
|
667K
$24.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9.72K- 33.15% |
$328K - $369K
|
19.6K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-9.98K- 1.06% |
$337K - $379K
|
930K
$34.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10.1K- 40.78% |
$339K - $382K
|
14.6K
$536K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.7K- 11.43% |
$362K - $408K
|
83.2K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-11.1K- 10.74% |
$373K - $420K
|
91.8K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-11.1K- 47.9% |
$373K - $420K
|
12K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 5.98% |
$381K - $429K
|
178K
$6.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-11.4K- 5.5% |
$383K - $431K
|
195K
$7.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-11.8K- 10.83% |
$399K - $448K
|
97.2K
$3.57M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-11.9K- 5.13% |
$402K - $453K
|
221K
$8.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 3.9% |
$403K - $453K
|
294K
$10.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-12.4K- 4.57% |
$420K - $472K
|
260K
$9.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.6K- 19.29% |
$425K - $478K
|
52.7K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-13.1K- 1.84% |
$441K - $496K
|
697K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13.1K- 38.38% |
$442K - $497K
|
21K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.2K- 54.02% |
$444K - $500K
|
11.2K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.4K- 4.54% |
$453K - $509K
|
282K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14K- 10.85% |
$471K - $530K
|
115K
$4.21M
|