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 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.04K- 10.34% |
$240K - $263K
|
61.1K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7.06K- 4.01% |
$241K - $264K
|
169K
$6.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.32K- 7.78% |
$250K - $273K
|
86.7K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.76K- 3.55% |
$265K - $290K
|
211K
$8.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 3.58% |
$268K - $294K
|
212K
$8.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.92K- 9.52% |
$270K - $296K
|
75.3K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.19K- 7.49% |
$279K - $306K
|
101K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.22K- 23.26% |
$280K - $307K
|
27.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.23K- 14.83% |
$281K - $307K
|
47.3K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.24K- 46.28% |
$281K - $308K
|
9.56K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8.37K- 54.76% |
$286K - $313K
|
6.92K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.52K- 95.86% |
$291K - $318K
|
368
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8.7K- 14.6% |
$297K - $325K
|
50.9K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.79K- 5.13% |
$300K - $328K
|
162K
$6.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.82K- 17.77% |
$301K - $329K
|
40.8K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-8.96K- 14.66% |
$306K - $335K
|
52.2K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-9.3K- 5.49% |
$318K - $348K
|
160K
$6.37M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-9.31K- 57.64% |
$318K - $348K
|
6.84K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.8K- 6.73% |
$335K - $366K
|
136K
$5.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.83K- 10.7% |
$335K - $367K
|
82K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.99K- 11.56% |
$341K - $373K
|
76.4K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10.1K- 1.33% |
$344K - $376K
|
749K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.1K- 28.08% |
$345K - $378K
|
25.9K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.2K- 24.13% |
$347K - $379K
|
32K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.3K- 6.67% |
$351K - $384K
|
144K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.3K- 9.62% |
$353K - $386K
|
97.2K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-10.4K- 4.95% |
$355K - $388K
|
200K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.6K- 4.4% |
$362K - $396K
|
231K
$9.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10.9K- 2.95% |
$371K - $406K
|
358K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.9K- 35.5% |
$372K - $407K
|
19.8K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10.9K- 9.52% |
$373K - $408K
|
104K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 4.92% |
$374K - $410K
|
212K
$8.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 20.75% |
$386K - $422K
|
43.2K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.4K- 3.61% |
$388K - $425K
|
303K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12K- 2.31% |
$410K - $449K
|
508K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 2.21% |
$418K - $458K
|
542K
$21.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-12.6K- 1.36% |
$430K - $471K
|
917K
$36.5M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-14.8K- 2.09% |
$504K - $552K
|
694K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-15.4K- 6.39% |
$524K - $574K
|
225K
$8.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 0.98% |
$535K - $585K
|
1.58M
$62.8M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16.3K- 4.27% |
$557K - $610K
|
366K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17K- 96.59% |
$579K - $633K
|
599
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17.2K- 1.98% |
$588K - $643K
|
854K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17.5K- 14.29% |
$599K - $655K
|
105K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-18.9K- 40.14% |
$647K - $708K
|
28.3K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-19.8K- 4.9% |
$677K - $741K
|
385K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 28.66% |
$695K - $760K
|
50.6K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-21K- 20.39% |
$718K - $785K
|
82.1K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.5K- 90.15% |
$733K - $803K
|
2.35K
$93.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-22.5K- 58.38% |
$769K - $842K
|
16.1K
$640K
|