Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
279+ 0.62% |
$9.52K - $10.4K
|
45.3K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
277+ 0.75% |
$9.45K - $10.3K
|
37.1K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
274+ 5.79% |
$9.35K - $10.2K
|
5.01K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
271+ 1.51% |
$9.25K - $10.1K
|
18.2K
$787K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
267+ 1.37% |
$9.11K - $9.97K
|
19.7K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
257+ 3.76% |
$8.77K - $9.6K
|
7.09K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
252+ 1.27% |
$8.6K - $9.41K
|
20.1K
$871K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
245+ 2.98% |
$8.36K - $9.15K
|
8.46K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
243New |
$8.29K - $9.08K
|
243
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
218New |
$7.44K - $8.14K
|
218
$9.44K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
217+ 0.32% |
$7.41K - $8.1K
|
68.7K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
214+ 0.25% |
$7.3K - $7.99K
|
87K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
203+ 1.53% |
$6.93K - $7.58K
|
13.5K
$585K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
187+ 4.34% |
$6.38K - $6.98K
|
4.5K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 0.58% |
$6.25K - $6.84K
|
31.7K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
177New |
$6.04K - $6.61K
|
177
$7.67K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
168+ 1.04% |
$5.73K - $6.27K
|
16.4K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
161+ 1.72% |
$5.49K - $6.01K
|
9.54K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
159+ 0.76% |
$5.43K - $5.94K
|
20.9K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
149New |
$5.09K - $5.57K
|
149
$6.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
148+ 1.77% |
$5.05K - $5.53K
|
8.53K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
136+ 1.39% |
$4.64K - $5.08K
|
9.92K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
134+ 0.22% |
$4.57K - $5K
|
62.4K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.2% |
$4.57K - $5K
|
11.3K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
127+ 1.77% |
$4.33K - $4.74K
|
7.29K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
124New |
$4.23K - $4.63K
|
124
$5.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
121+ 1.38% |
$4.13K - $4.52K
|
8.87K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
117+ 0.14% |
$3.99K - $4.37K
|
84.1K
$3.64M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
114New |
$3.89K - $4.26K
|
114
$4.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
108New |
$3.69K - $4.03K
|
108
$4.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
108+ 23.63% |
$3.69K - $4.03K
|
565
$24.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
108New |
$3.69K - $4.03K
|
108
$4.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
107+ 2.12% |
$3.65K - $4K
|
5.16K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 0.22% |
$3.58K - $3.92K
|
47.9K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
104+ 1.55% |
$3.55K - $3.88K
|
6.83K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
103+ 0.92% |
$3.52K - $3.85K
|
11.3K
$491K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
101New |
$3.45K - $3.77K
|
101
$4.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$3.41K - $3.74K
|
100
$4.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
99+ 0.84% |
$3.38K - $3.7K
|
11.9K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
97+ 0.24% |
$3.31K - $3.62K
|
40.6K
$1.76M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
95New |
$3.24K - $3.55K
|
95
$4.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
90+ 1.03% |
$3.07K - $3.36K
|
8.79K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
90+ 0.95% |
$3.07K - $3.36K
|
9.58K
$415K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84+ 0.4% |
$2.87K - $3.14K
|
20.9K
$907K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
83+ 1.15% |
$2.83K - $3.1K
|
7.32K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
82New |
$2.8K - $3.06K
|
82
$3.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
81+ 0.83% |
$2.76K - $3.03K
|
9.89K
$428K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
81+ 0.83% |
$2.76K - $3.03K
|
9.89K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
80+ 1.38% |
$2.73K - $2.99K
|
5.87K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
75+ 1.4% |
$2.56K - $2.8K
|
5.42K
$235K
|