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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 15.67% |
$54.3K - $59.4K
|
11.7K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.57K+ 3.6% |
$53.6K - $58.7K
|
45.2K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.55K+ 1.78% |
$52.9K - $57.9K
|
88.6K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.52K+ 5.73% |
$51.9K - $56.8K
|
28.1K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 16.32% |
$51.8K - $56.7K
|
10.8K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 4.86% |
$51.6K - $56.5K
|
32.7K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.49K+ 2.14% |
$50.8K - $55.6K
|
70.9K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 1.08% |
$50.4K - $55.1K
|
138K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 1.39% |
$50.1K - $54.8K
|
107K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.44K+ 0.18% |
$49.2K - $53.9K
|
817K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 0.13% |
$49K - $53.6K
|
1.12M
$44.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.4K+ 0.76% |
$47.9K - $52.4K
|
186K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.4K+ 20.73% |
$47.6K - $52.1K
|
8.13K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 26.06% |
$47.1K - $51.6K
|
6.68K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.32K+ 3.73% |
$45K - $49.3K
|
36.7K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.32KNew |
$44.9K - $49.2K
|
1.32K
$52.4K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.31KNew |
$44.8K - $49.1K
|
1.31K
$52.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.28K+ 0.44% |
$43.7K - $47.8K
|
295K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 0.6% |
$43.4K - $47.5K
|
212K
$8.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.26K+ 11.42% |
$42.9K - $46.9K
|
12.3K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.23K+ 1.16% |
$41.9K - $45.9K
|
107K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.23K+ 0.91% |
$41.8K - $45.8K
|
136K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.22K+ 6.28% |
$41.7K - $45.6K
|
20.7K
$823K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.2K+ 170.98% |
$41K - $44.9K
|
1.91K
$75.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.2K+ 0.47% |
$40.8K - $44.7K
|
254K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.18K+ 0.82% |
$40.2K - $44K
|
145K
$5.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.18K+ 12.69% |
$40.1K - $43.9K
|
10.4K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 7.09% |
$39.6K - $43.4K
|
17.5K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 3.67% |
$39.2K - $43K
|
32.5K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.12K+ 18.96% |
$38.1K - $41.7K
|
7.01K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.06KNew |
$36.3K - $39.7K
|
1.06K
$42.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 1.09% |
$34.6K - $37.8K
|
94.3K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
994+ 1.3% |
$33.9K - $37.1K
|
77.6K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
965+ 1.21% |
$32.9K - $36K
|
80.4K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
952+ 0.76% |
$32.5K - $35.6K
|
126K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
906+ 3.5% |
$30.9K - $33.8K
|
26.8K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
904+ 3.7% |
$30.9K - $33.8K
|
25.4K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
872+ 4.22% |
$29.8K - $32.6K
|
21.5K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
861+ 15.31% |
$29.4K - $32.2K
|
6.49K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
859New |
$29.3K - $32.1K
|
859
$34.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
855New |
$29.2K - $31.9K
|
855
$34K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
854+ 3.36% |
$29.1K - $31.9K
|
26.2K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
853+ 1.64% |
$29.1K - $31.9K
|
53K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
852+ 1.64% |
$29.1K - $31.8K
|
52.8K
$2.1M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
808+ 0.85% |
$27.6K - $30.2K
|
95.4K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
776+ 3.15% |
$26.5K - $29K
|
25.4K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
771+ 9.42% |
$26.3K - $28.8K
|
8.95K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
755+ 9.93% |
$25.8K - $28.2K
|
8.36K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
746New |
$25.5K - $27.9K
|
746
$29.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
745+ 0.49% |
$25.4K - $27.8K
|
152K
$6.04M
|