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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
128K+ 11.57% |
$4.37M - $4.78M
|
1.23M
$45.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
122K+ 249.07% |
$4.17M - $4.56M
|
171K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
122KNew |
$4.16M - $4.56M
|
122K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
121K+ 58.13% |
$4.11M - $4.5M
|
328K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
116KNew |
$3.95M - $4.32M
|
116K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
113KNew |
$3.87M - $4.23M
|
113K
$4.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
109K+ 8.05% |
$3.73M - $4.08M
|
1.47M
$53.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
109K+ 15.27% |
$3.72M - $4.07M
|
822K
$30.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
106KNew |
$3.62M - $3.96M
|
106K
$3.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
106KNew |
$3.61M - $3.95M
|
106K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
103KNew |
$3.51M - $3.84M
|
103K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96.8K+ 4.74% |
$3.3M - $3.62M
|
2.14M
$78.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
96.6K+ 11.6% |
$3.3M - $3.61M
|
929K
$34.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
95.6KNew |
$3.26M - $3.57M
|
95.6K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93.2K+ 6.38% |
$3.18M - $3.48M
|
1.55M
$57.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
92.2K+ 14.99% |
$3.15M - $3.44M
|
707K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
91.5KNew |
$3.12M - $3.42M
|
91.5K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
87.3K+ 17.02% |
$2.98M - $3.26M
|
600K
$22M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
86.8KNew |
$2.96M - $3.24M
|
86.8K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.4K+ 17.92% |
$2.92M - $3.19M
|
562K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
85KNew |
$2.9M - $3.17M
|
85K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
83.4K+ 7.45% |
$2.85M - $3.12M
|
1.2M
$44.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
82.8K+ 5.93% |
$2.83M - $3.09M
|
1.48M
$54.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
79.7K+ 132.28% |
$2.72M - $2.98M
|
140K
$5.14M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
76.8KNew |
$2.62M - $2.87M
|
76.8K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
76.7KNew |
$2.62M - $2.86M
|
76.7K
$2.82M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
76.4KNew |
$2.61M - $2.85M
|
76.4K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
71.5KNew |
$2.44M - $2.67M
|
71.5K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
70.4K+ 39.93% |
$2.4M - $2.63M
|
247K
$9.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$2.39M - $2.62M
|
70.1K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
68.1K+ 5.16% |
$2.32M - $2.54M
|
1.39M
$51M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67.3K+ 26.14% |
$2.3M - $2.51M
|
325K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
66.9K+ 18.76% |
$2.28M - $2.5M
|
423K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
66.6K+ 390.48% |
$2.27M - $2.49M
|
83.6K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
66.2K+ 36.2% |
$2.26M - $2.47M
|
249K
$9.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
65.6K+ 18.92% |
$2.24M - $2.45M
|
412K
$15.2M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
65.2KNew |
$2.23M - $2.44M
|
65.2K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
64.2K+ 7.2% |
$2.19M - $2.4M
|
956K
$35.1M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
63.6KNew |
$2.17M - $2.38M
|
63.6K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62.5K+ 12.71% |
$2.13M - $2.34M
|
555K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.4K+ 5.26% |
$2.1M - $2.29M
|
1.23M
$45.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
60.2KNew |
$2.06M - $2.25M
|
60.2K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
57.1K+ 10.71% |
$1.95M - $2.13M
|
590K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56K+ 379.99% |
$1.91M - $2.09M
|
70.7K
$2.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
55.5K+ 18.57% |
$1.89M - $2.07M
|
354K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
54K+ 3.38% |
$1.84M - $2.02M
|
1.65M
$60.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
52.9K+ 2.61% |
$1.81M - $1.98M
|
2.08M
$76.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52.6K+ 5.71% |
$1.8M - $1.97M
|
975K
$35.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.6K+ 29.61% |
$1.8M - $1.96M
|
230K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
51.6KNew |
$1.76M - $1.93M
|
51.6K
$1.89M
|