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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.18K- 3.02% |
$74.2K - $81.2K
|
69.7K
$2.84M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-2.22K- 2.54% |
$75.7K - $82.9K
|
85K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.24K- 11.61% |
$76.5K - $83.7K
|
17.1K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.28K- 7.63% |
$77.9K - $85.3K
|
27.6K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 5.58% |
$78.5K - $85.9K
|
38.9K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.3K- 8.46% |
$78.6K - $86K
|
24.9K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.46K- 0.47% |
$84K - $92K
|
518K
$21M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.56K- 2.87% |
$87.2K - $95.4K
|
86.3K
$3.51M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.64K- 4.18% |
$90.2K - $98.8K
|
60.6K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.67K- 5.05% |
$91.2K - $99.8K
|
50.2K
$2.04M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-2.7K- 2.19% |
$92K - $101K
|
121K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.74K- 19.64% |
$93.4K - $102K
|
11.2K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.82K- 61.45% |
$96.2K - $105K
|
1.77K
$71.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.9K- 3.24% |
$99K - $108K
|
86.6K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.92K- 38.26% |
$99.7K - $109K
|
4.71K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.1K- 3.45% |
$106K - $116K
|
86.7K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3.32K- 6.67% |
$113K - $124K
|
46.5K
$1.89M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.34K- 28.33% |
$114K - $125K
|
8.46K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.35K- 17.16% |
$114K - $125K
|
16.2K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.37K- 3.31% |
$115K - $126K
|
98.5K
$4.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.45K- 3.4% |
$118K - $129K
|
98K
$3.99M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.46K- 27.46% |
$118K - $129K
|
9.15K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-3.51K- 18.82% |
$120K - $131K
|
15.2K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 30.79% |
$126K - $138K
|
8.29K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.8K- 6.41% |
$130K - $142K
|
55.4K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.98K- 14.32% |
$136K - $149K
|
23.8K
$967K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4K- 6.02% |
$136K - $149K
|
62.4K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.03K- 2.5% |
$138K - $150K
|
157K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-4.03K- 12.89% |
$138K - $151K
|
27.3K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.05K- 8.41% |
$138K - $151K
|
44K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.09K- 3.34% |
$140K - $153K
|
118K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.14K- 1.72% |
$141K - $155K
|
237K
$9.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.15K- 36.68% |
$142K - $155K
|
7.16K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.19K- 3.55% |
$143K - $156K
|
114K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.3K- 4.68% |
$147K - $161K
|
87.5K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.38K- 17.85% |
$150K - $164K
|
20.2K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.39K- 29.99% |
$150K - $164K
|
10.2K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.72K- 5.8% |
$161K - $176K
|
76.6K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.73K- 1.12% |
$161K - $177K
|
418K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.85K- 2.93% |
$166K - $181K
|
160K
$6.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.89K- 44.45% |
$167K - $183K
|
6.11K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 33.68% |
$167K - $183K
|
9.65K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.94K- 36.11% |
$168K - $184K
|
8.73K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.95K- 35.71% |
$169K - $185K
|
8.92K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.11K- 16.62% |
$174K - $191K
|
25.6K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.15K- 8.25% |
$176K - $192K
|
57.2K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 5.75% |
$177K - $194K
|
84.9K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-5.33K- 1.76% |
$182K - $199K
|
297K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-5.38K- 5.06% |
$184K - $201K
|
101K
$4.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.9K- 0.94% |
$201K - $220K
|
624K
$25.4M
|