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 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-660- 2.53% |
$22.5K - $24.7K
|
25.4K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-682- 2.91% |
$23.3K - $25.5K
|
22.8K
$907K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-683- 1.06% |
$23.3K - $25.5K
|
63.5K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-777- 2.29% |
$26.5K - $29K
|
33.2K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-808- 3.84% |
$27.6K - $30.2K
|
20.2K
$805K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-814- 9.36% |
$27.8K - $30.4K
|
7.88K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-823- 0.91% |
$28.1K - $30.7K
|
89.8K
$3.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-829- 3.21% |
$28.3K - $31K
|
25K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-840- 2.05% |
$28.7K - $31.4K
|
40K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-885- 15.21% |
$30.2K - $33.1K
|
4.93K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-893- 4.77% |
$30.5K - $33.4K
|
17.8K
$710K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-941- 5.47% |
$32.1K - $35.1K
|
16.3K
$647K
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-942- 0.35% |
$32.2K - $35.2K
|
267K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-947- 1.8% |
$32.3K - $35.4K
|
51.8K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-969- 2.91% |
$33.1K - $36.2K
|
32.3K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-987- 12.12% |
$33.7K - $36.9K
|
7.16K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.03K- 45.33% |
$35K - $38.3K
|
1.24K
$49.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 15.72% |
$35.7K - $39K
|
5.6K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.08K- 2.38% |
$36.9K - $40.4K
|
44.4K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.11K- 15.56% |
$38K - $41.5K
|
6.03K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.12K- 0.05% |
$38.3K - $41.9K
|
2.13M
$84.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 15.17% |
$39.3K - $43K
|
6.44K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 4.95% |
$39.5K - $43.2K
|
22.2K
$884K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$40.4K - $44.2K
|
74.4K
$2.96M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.2K- 8.28% |
$41.1K - $45K
|
13.3K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 4.46% |
$41.6K - $45.6K
|
26.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 4.19% |
$41.7K - $45.6K
|
28K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.24K- 0.7% |
$42.5K - $46.5K
|
177K
$7.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.25K- 3.74% |
$42.8K - $46.8K
|
32.2K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.26K- 9.23% |
$43.1K - $47.2K
|
12.4K
$495K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.41K- 15.3% |
$48K - $52.5K
|
7.78K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.41K- 0.64% |
$48.1K - $52.6K
|
220K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.41K- 2.23% |
$48.1K - $52.6K
|
61.9K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.42K- 12.49% |
$48.4K - $53K
|
9.94K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.48K- 0.39% |
$50.4K - $55.2K
|
382K
$15.2M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.6K- 12.62% |
$54.7K - $59.8K
|
11.1K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.6K- 12.62% |
$54.7K - $59.8K
|
11.1K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.61K- 2.71% |
$54.9K - $60.1K
|
57.7K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.7K- 14.16% |
$58.1K - $63.6K
|
10.3K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.75K- 0.76% |
$59.9K - $65.5K
|
230K
$9.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.1% |
$63.7K - $69.7K
|
43.6K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.89K- 1.33% |
$64.4K - $70.5K
|
140K
$5.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.96K- 2.06% |
$67K - $73.3K
|
93.3K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.13K- 1.61% |
$72.7K - $79.6K
|
130K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.18K- 3.02% |
$74.2K - $81.2K
|
69.7K
$2.78M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-2.22K- 2.54% |
$75.7K - $82.9K
|
85K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.24K- 11.61% |
$76.5K - $83.7K
|
17.1K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.28K- 7.63% |
$77.9K - $85.3K
|
27.6K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 5.58% |
$78.5K - $85.9K
|
38.9K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.3K- 8.46% |
$78.6K - $86K
|
24.9K
$992K
|