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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.11K- 15.56% |
$38K - $41.5K
|
6.03K
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.12K- 0.05% |
$38.3K - $41.9K
|
2.13M
$77.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 15.17% |
$39.3K - $43K
|
6.44K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 4.95% |
$39.5K - $43.2K
|
22.2K
$809K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$40.4K - $44.2K
|
74.4K
$2.71M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.2K- 8.28% |
$41.1K - $45K
|
13.3K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 4.46% |
$41.6K - $45.6K
|
26.1K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 4.19% |
$41.7K - $45.6K
|
28K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.24K- 0.7% |
$42.5K - $46.5K
|
177K
$6.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.25K- 3.74% |
$42.8K - $46.8K
|
32.2K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.26K- 9.23% |
$43.1K - $47.2K
|
12.4K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.41K- 15.3% |
$48K - $52.5K
|
7.78K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.41K- 0.64% |
$48.1K - $52.6K
|
220K
$8.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.41K- 2.23% |
$48.1K - $52.6K
|
61.9K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.42K- 12.49% |
$48.4K - $53K
|
9.94K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.48K- 0.39% |
$50.4K - $55.2K
|
382K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.6K- 12.62% |
$54.7K - $59.8K
|
11.1K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.61K- 2.71% |
$54.9K - $60.1K
|
57.7K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.7K- 14.16% |
$58.1K - $63.6K
|
10.3K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.75K- 0.76% |
$59.9K - $65.5K
|
230K
$8.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.1% |
$63.7K - $69.7K
|
43.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.89K- 1.33% |
$64.4K - $70.5K
|
140K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.96K- 2.06% |
$67K - $73.3K
|
93.3K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.13K- 1.61% |
$72.7K - $79.6K
|
130K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.18K- 3.02% |
$74.2K - $81.2K
|
69.7K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.24K- 11.61% |
$76.5K - $83.7K
|
17.1K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.28K- 7.63% |
$77.9K - $85.3K
|
27.6K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 5.58% |
$78.5K - $85.9K
|
38.9K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.3K- 8.46% |
$78.6K - $86K
|
24.9K
$907K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.46K- 0.47% |
$84K - $92K
|
518K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.56K- 2.87% |
$87.2K - $95.4K
|
86.3K
$3.15M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.64K- 4.18% |
$90.2K - $98.8K
|
60.6K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.67K- 5.05% |
$91.2K - $99.8K
|
50.2K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.74K- 19.64% |
$93.4K - $102K
|
11.2K
$408K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.82K- 61.45% |
$96.2K - $105K
|
1.77K
$64.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.9K- 3.24% |
$99K - $108K
|
86.6K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.92K- 38.26% |
$99.7K - $109K
|
4.71K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.1K- 3.45% |
$106K - $116K
|
86.7K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3.32K- 6.67% |
$113K - $124K
|
46.5K
$1.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.34K- 28.33% |
$114K - $125K
|
8.46K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.35K- 17.16% |
$114K - $125K
|
16.2K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.37K- 3.31% |
$115K - $126K
|
98.5K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.45K- 3.4% |
$118K - $129K
|
98K
$3.57M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.46K- 27.46% |
$118K - $129K
|
9.15K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-3.51K- 18.82% |
$120K - $131K
|
15.2K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 30.79% |
$126K - $138K
|
8.29K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.8K- 6.41% |
$130K - $142K
|
55.4K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.98K- 14.32% |
$136K - $149K
|
23.8K
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4K- 6.02% |
$136K - $149K
|
62.4K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.03K- 2.5% |
$138K - $150K
|
157K
$5.72M
|