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 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.12% |
$512 - $560
|
12.9K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 1.4% |
$512 - $560
|
1.09K
$39.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
14+ 0.11% |
$478 - $523
|
12.6K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
12New |
$410 - $448
|
12
$441
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 1.15% |
$410 - $448
|
1.06K
$38.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.01% |
$273 - $299
|
72.5K
$2.66M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$273 - $299
|
8
$294
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 1.43% |
$239 - $261
|
498
$18.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.28% |
$171 - $187
|
1.8K
$66.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.05% |
$171 - $187
|
10.4K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 1.33% |
$171 - $187
|
382
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3+ 0.03% |
$102 - $112
|
8.62K
$317K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.37% |
$68.3 - $74.7
|
542
$19.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$34.1 - $37.4
|
7.92K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.1% |
$34.1 - $37.4
|
92
$3.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.92% |
$34.1 - $37.4
|
53
$1.95K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.01% |
$102 - $112
|
32K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 0.66% |
$239 - $261
|
1.06K
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13- 0.03% |
$444 - $486
|
49.1K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-18- 0.28% |
$614 - $672
|
6.36K
$234K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21- 3.19% |
$717 - $784
|
637
$23.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 1.04% |
$785 - $859
|
2.18K
$80.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-28- 1.16% |
$956 - $1.05K
|
2.38K
$87.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-31- 0.09% |
$1.06K - $1.16K
|
32.9K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-34- 0.07% |
$1.16K - $1.27K
|
46.4K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42- 0.3% |
$1.43K - $1.57K
|
14.1K
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-44- 0.53% |
$1.5K - $1.64K
|
8.33K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-50- 0.77% |
$1.71K - $1.87K
|
6.46K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-61- 42.36% |
$2.08K - $2.28K
|
83
$3.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-66- 12.31% |
$2.25K - $2.47K
|
470
$17.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-68- 0.75% |
$2.32K - $2.54K
|
8.96K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-69- 0.47% |
$2.35K - $2.58K
|
14.5K
$534K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-73- 16.52% |
$2.49K - $2.73K
|
369
$13.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-73- 0.91% |
$2.49K - $2.73K
|
7.93K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-81- 0.42% |
$2.76K - $3.03K
|
19.2K
$707K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-89- 7.59% |
$3.04K - $3.32K
|
1.08K
$39.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 0.95% |
$3.28K - $3.59K
|
10K
$369K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-100- 0.72% |
$3.41K - $3.74K
|
13.7K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-109- 0.1% |
$3.72K - $4.07K
|
110K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-128- 0.8% |
$4.37K - $4.78K
|
15.9K
$586K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-136- 0.23% |
$4.64K - $5.08K
|
60.3K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-140- 2.17% |
$4.78K - $5.23K
|
6.3K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-140- 77.78% |
$4.78K - $5.23K
|
40
$1.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-142- 0.26% |
$4.85K - $5.3K
|
54.9K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-149- 2.19% |
$5.09K - $5.57K
|
6.67K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-150- 17.3% |
$5.12K - $5.6K
|
717
$26.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-150- 0.58% |
$5.12K - $5.6K
|
25.8K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-157- 0.84% |
$5.36K - $5.86K
|
18.5K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-165- 0.69% |
$5.63K - $6.16K
|
23.7K
$872K
|