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 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
608+ 1.06% |
$20.8K - $22.7K
|
58.2K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
587+ 3.35% |
$20K - $21.9K
|
18.1K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
555+ 6.23% |
$18.9K - $20.7K
|
9.46K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
550+ 1.75% |
$18.8K - $20.5K
|
32K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
508+ 7.8% |
$17.3K - $19K
|
7.02K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
497+ 3.48% |
$17K - $18.6K
|
14.8K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
489+ 4.13% |
$16.7K - $18.3K
|
12.3K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
488+ 7.6% |
$16.7K - $18.2K
|
6.91K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
476+ 1.21% |
$16.2K - $17.8K
|
39.8K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
466+ 2.49% |
$15.9K - $17.4K
|
19.2K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
444+ 16.38% |
$15.2K - $16.6K
|
3.16K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
443+ 0.69% |
$15.1K - $16.5K
|
64.8K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
438+ 1.82% |
$14.9K - $16.4K
|
24.6K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
415+ 0.67% |
$14.2K - $15.5K
|
62.4K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
414+ 1.02% |
$14.1K - $15.5K
|
41K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
400+ 2.29% |
$13.7K - $14.9K
|
17.8K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
380New |
$13K - $14.2K
|
380
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
345New |
$11.8K - $12.9K
|
345
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
339New |
$11.6K - $12.7K
|
339
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
331+ 3.7% |
$11.3K - $12.4K
|
9.27K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
320+ 1.69% |
$10.9K - $12K
|
19.3K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
319+ 1.18% |
$10.9K - $11.9K
|
27.4K
$998K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
319+ 1.38% |
$10.9K - $11.9K
|
23.4K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
307+ 0.8% |
$10.5K - $11.5K
|
38.7K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
300+ 24.96% |
$10.2K - $11.2K
|
1.5K
$54.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
283+ 1.05% |
$9.66K - $10.6K
|
27.2K
$991K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
279+ 0.62% |
$9.52K - $10.4K
|
45.3K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
277+ 0.75% |
$9.45K - $10.3K
|
37.1K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
274+ 5.79% |
$9.35K - $10.2K
|
5.01K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
271+ 1.51% |
$9.25K - $10.1K
|
18.2K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
267+ 1.37% |
$9.11K - $9.97K
|
19.7K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
257+ 3.76% |
$8.77K - $9.6K
|
7.09K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
252+ 1.27% |
$8.6K - $9.41K
|
20.1K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
245+ 2.98% |
$8.36K - $9.15K
|
8.46K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
243New |
$8.29K - $9.08K
|
243
$8.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
218New |
$7.44K - $8.14K
|
218
$7.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
217+ 0.32% |
$7.41K - $8.1K
|
68.7K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
214+ 0.25% |
$7.3K - $7.99K
|
87K
$3.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
203+ 1.53% |
$6.93K - $7.58K
|
13.5K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
187+ 4.34% |
$6.38K - $6.98K
|
4.5K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 0.58% |
$6.25K - $6.84K
|
31.7K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
177New |
$6.04K - $6.61K
|
177
$6.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
168+ 1.04% |
$5.73K - $6.27K
|
16.4K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
161+ 1.72% |
$5.49K - $6.01K
|
9.54K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
159+ 0.76% |
$5.43K - $5.94K
|
20.9K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
149New |
$5.09K - $5.57K
|
149
$5.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
148+ 1.77% |
$5.05K - $5.53K
|
8.53K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
136+ 1.39% |
$4.64K - $5.08K
|
9.92K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.2% |
$4.57K - $5K
|
11.3K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
134+ 0.22% |
$4.57K - $5K
|
62.4K
$2.27M
|