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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25.4K- 2.63% |
$867K - $948K
|
940K
$37.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-27.6K- 2.97% |
$943K - $1.03M
|
902K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-29.2K- 12.89% |
$998K - $1.09M
|
198K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-29.6K- 8.91% |
$1.01M - $1.11M
|
302K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-29.9K- 12.12% |
$1.02M - $1.11M
|
216K
$8.61M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-35K- 5.02% |
$1.2M - $1.31M
|
662K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 18.46% |
$1.2M - $1.31M
|
155K
$6.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-37.1K- 3.43% |
$1.27M - $1.39M
|
1.04M
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37.6K- 3.55% |
$1.28M - $1.4M
|
1.02M
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-38.3K- 50.35% |
$1.31M - $1.43M
|
37.8K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 5.66% |
$1.35M - $1.48M
|
659K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40K- 1.52% |
$1.36M - $1.49M
|
2.6M
$103M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40.6K- 16.68% |
$1.39M - $1.52M
|
203K
$8.08M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-40.7K- 39.73% |
$1.39M - $1.52M
|
61.8K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43K- 34.13% |
$1.47M - $1.61M
|
83K
$3.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-43.2K- 3.61% |
$1.47M - $1.61M
|
1.15M
$45.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.7K- 99.9% |
$1.53M - $1.67M
|
47
$1.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.6K- 11.84% |
$1.56M - $1.7M
|
340K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45.8K- 98.32% |
$1.56M - $1.71M
|
780
$31.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47K- 45.63% |
$1.6M - $1.76M
|
56K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-47K- 36.33% |
$1.6M - $1.76M
|
82.4K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.3K- 8.97% |
$1.75M - $1.92M
|
521K
$20.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-52.6K- 38.27% |
$1.8M - $1.97M
|
84.9K
$3.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-57.4K- 7.86% |
$1.96M - $2.14M
|
673K
$26.8M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-61.8K- 63.18% |
$2.11M - $2.31M
|
36K
$1.43M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-64.9K- 66.34% |
$2.21M - $2.42M
|
32.9K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.6K- 29.99% |
$2.58M - $2.82M
|
177K
$7.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.3K- 3.23% |
$2.67M - $2.92M
|
2.34M
$93.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-80.5K- 90.38% |
$2.75M - $3.01M
|
8.57K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82.3K- 16.98% |
$2.81M - $3.07M
|
402K
$16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84.6K- 7.63% |
$2.89M - $3.16M
|
1.02M
$40.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84.7K- 35.1% |
$2.89M - $3.16M
|
157K
$6.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.5K- 5.87% |
$3.02M - $3.31M
|
1.42M
$56.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-89.5K- 3.95% |
$3.06M - $3.34M
|
2.18M
$86.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-95K- 4.08% |
$3.24M - $3.55M
|
2.23M
$88.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-96.4K- 47.49% |
$3.29M - $3.6M
|
107K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-110K- 1.58% |
$3.77M - $4.13M
|
6.88M
$274M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-114K- 3.81% |
$3.88M - $4.24M
|
2.86M
$114M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-116K- 13.59% |
$3.95M - $4.33M
|
737K
$29.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-117K- 37.25% |
$4.01M - $4.39M
|
198K
$7.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-119K- 92.38% |
$4.07M - $4.45M
|
9.83K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127K- 5.74% |
$4.32M - $4.73M
|
2.08M
$82.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-129K- 66.02% |
$4.39M - $4.81M
|
66.3K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 3.12% |
$4.94M - $5.41M
|
4.5M
$179M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
SELL
|
- |
-151K- 39.98% |
$5.16M - $5.65M
|
227K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-152K- 8.72% |
$5.2M - $5.69M
|
1.6M
$63.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164K- 5.66% |
$5.59M - $6.12M
|
2.73M
$109M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-170K- 86.82% |
$5.8M - $6.35M
|
25.8K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-189K- 83.36% |
$6.44M - $7.05M
|
37.7K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195K- 7.43% |
$6.66M - $7.29M
|
2.43M
$96.7M
|