Purchases and Sales Made in Q4 2024 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW) during Q4 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
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
127
+ 1.77%
$4.33K - $4.74K
7.29K $266K
Jan 30, 2025 Q4 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
124
New
$4.23K - $4.63K
124 $4.52K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
121
+ 1.38%
$4.13K - $4.52K
8.87K $323K
Jan 21, 2025 Q4 2024
Patriot Investment Management Inc.

BUY
 -
117
+ 0.14%
$3.99K - $4.37K
84.1K $3.06M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
114
New
$3.89K - $4.26K
114 $4.15K
Feb 13, 2025 Q4 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
108
New
$3.69K - $4.03K
108 $3.93K
Feb 13, 2025 Q4 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
108
New
$3.69K - $4.03K
108 $3.93K
Feb 13, 2025 Q4 2024
Covestor LTD

Boston, MA
BUY
 -
108
+ 23.63%
$3.69K - $4.03K
565 $20.6K
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
107
+ 2.12%
$3.65K - $4K
5.16K $188K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
105
+ 0.22%
$3.58K - $3.92K
47.9K $1.75M
Jan 17, 2025 Q4 2024
Ivc Wealth Advisors LLC

BUY
 -
103
+ 0.92%
$3.52K - $3.85K
11.3K $413K
Jan 23, 2025 Q4 2024
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
100
New
$3.41K - $3.74K
100 $3.64K
Feb 14, 2025 Q4 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
99
+ 0.84%
$3.38K - $3.7K
11.9K $434K
Jan 21, 2025 Q4 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
97
+ 0.24%
$3.31K - $3.62K
40.6K $1.48M
Feb 13, 2025 Q4 2024
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
90
+ 1.03%
$3.07K - $3.36K
8.79K $320K
Feb 10, 2025 Q4 2024
Slate Stone Wealth, LLC

BUY
 -
90
+ 0.95%
$3.07K - $3.36K
9.58K $349K
Feb 05, 2025 Q4 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
83
+ 1.15%
$2.83K - $3.1K
7.32K $266K
Feb 13, 2025 Q4 2024
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
82
New
$2.8K - $3.06K
82 $2.99K
Jan 31, 2025 Q4 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
81
+ 0.83%
$2.76K - $3.03K
9.89K $360K
Jan 21, 2025 Q4 2024
Wolff Financial Management LLC

BUY
 -
80
+ 1.38%
$2.73K - $2.99K
5.87K $214K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
75
+ 1.4%
$2.56K - $2.8K
5.42K $197K
Jan 28, 2025 Q4 2024
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
73
New
$2.49K - $2.73K
73 $2.66K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
72
+ 2.97%
$2.46K - $2.69K
2.5K $91K
Jan 13, 2025 Q4 2024
Tlwm

San Antonio, TX
BUY
 -
63
+ 0.45%
$2.15K - $2.35K
14.1K $513K
Jan 22, 2025 Q4 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
59
+ 0.35%
$2.01K - $2.2K
16.9K $615K
Jan 22, 2025 Q4 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
58
+ 0.37%
$1.98K - $2.17K
15.6K $569K
Jan 29, 2025 Q4 2024
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
56
+ 1.39%
$1.91K - $2.09K
4.09K $149K
Jan 21, 2025 Q4 2024
Lantz Financial LLC

BUY
 -
51
+ 0.37%
$1.74K - $1.9K
13.7K $499K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
48
+ 0.46%
$1.64K - $1.79K
10.5K $384K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
44
New
$1.5K - $1.64K
44 $1.6K
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
42
+ 0.05%
$1.43K - $1.57K
86.8K $3.16M
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
37
New
$1.26K - $1.38K
37 $1.35K
Feb 13, 2025 Q4 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
36
+ 3.14%
$1.23K - $1.34K
1.18K $43.1K
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
34
+ 0.05%
$1.16K - $1.27K
67.7K $2.47M
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
29
+ 0.28%
$990 - $1.08K
10.4K $378K
Jan 17, 2025 Q4 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
29
+ 4.84%
$990 - $1.08K
628 $22.9K
Feb 14, 2025 Q4 2024
Pmv Capital Advisers, LLC

Dallas, TX
BUY
 -
27
New
$922 - $1.01K
27 $984
Feb 13, 2025 Q4 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
26
+ 0.2%
$887 - $971
12.8K $466K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
22
New
$751 - $822
22 $801
Jan 29, 2025 Q4 2024
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
20
+ 0.07%
$683 - $747
27K $984K
Jan 31, 2025 Q4 2024
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
19
+ 0.11%
$648 - $710
17.8K $650K
Feb 07, 2025 Q4 2024
Avantax Planning Partners, Inc.

BUY
 -
17
+ 0.14%
$580 - $635
12.5K $456K
Jan 29, 2025 Q4 2024
Strengthening Families & Communities, LLC

BUY
 -
15
+ 1.4%
$512 - $560
1.09K $39.5K
Feb 14, 2025 Q4 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
15
+ 0.12%
$512 - $560
12.9K $470K
Feb 06, 2025 Q4 2024
Gryphon Financial Partners LLC

BUY
 -
14
+ 0.11%
$478 - $523
12.6K $457K
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
12
+ 1.15%
$410 - $448
1.06K $38.6K
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
12
New
$410 - $448
12 $437
Feb 06, 2025 Q4 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
8
+ 0.01%
$273 - $299
72.5K $2.64M
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
8
New
$273 - $299
8 $291

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