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
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-4.03K- 12.89% |
$138K - $151K
|
27.3K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.05K- 8.41% |
$138K - $151K
|
44K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.09K- 3.34% |
$140K - $153K
|
118K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.14K- 1.72% |
$141K - $155K
|
237K
$8.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.15K- 36.68% |
$142K - $155K
|
7.16K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.19K- 3.55% |
$143K - $156K
|
114K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.3K- 4.68% |
$147K - $161K
|
87.5K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.38K- 17.85% |
$150K - $164K
|
20.2K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.39K- 29.99% |
$150K - $164K
|
10.2K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.72K- 5.8% |
$161K - $176K
|
76.6K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.73K- 1.12% |
$161K - $177K
|
418K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.85K- 2.93% |
$166K - $181K
|
160K
$5.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.89K- 44.45% |
$167K - $183K
|
6.11K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 33.68% |
$167K - $183K
|
9.65K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.94K- 36.11% |
$168K - $184K
|
8.73K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.95K- 35.71% |
$169K - $185K
|
8.92K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.11K- 16.62% |
$174K - $191K
|
25.6K
$934K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.15K- 8.25% |
$176K - $192K
|
57.2K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 5.75% |
$177K - $194K
|
84.9K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-5.33K- 1.76% |
$182K - $199K
|
297K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-5.38K- 5.06% |
$184K - $201K
|
101K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.9K- 0.94% |
$201K - $220K
|
624K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-6.14K- 26.37% |
$210K - $229K
|
17.1K
$624K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.26K- 9.98% |
$214K - $234K
|
56.4K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-6.31K- 20.08% |
$215K - $236K
|
25.1K
$915K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.36K- 10.14% |
$217K - $237K
|
56.3K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.57K- 15.25% |
$224K - $245K
|
36.5K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.04K- 10.34% |
$240K - $263K
|
61.1K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7.06K- 4.01% |
$241K - $264K
|
169K
$6.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.32K- 7.78% |
$250K - $273K
|
86.7K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.76K- 3.55% |
$265K - $290K
|
211K
$7.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 3.58% |
$268K - $294K
|
212K
$7.72M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.92K- 9.52% |
$270K - $296K
|
75.3K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.19K- 7.49% |
$279K - $306K
|
101K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.22K- 23.26% |
$280K - $307K
|
27.1K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.23K- 14.83% |
$281K - $307K
|
47.3K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.24K- 46.28% |
$281K - $308K
|
9.56K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8.37K- 54.76% |
$286K - $313K
|
6.92K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.52K- 95.86% |
$291K - $318K
|
368
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8.7K- 14.6% |
$297K - $325K
|
50.9K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.79K- 5.13% |
$300K - $328K
|
162K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.82K- 17.77% |
$301K - $329K
|
40.8K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-8.96K- 14.66% |
$306K - $335K
|
52.2K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-9.3K- 5.49% |
$318K - $348K
|
160K
$5.83M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-9.31K- 57.64% |
$318K - $348K
|
6.84K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.8K- 6.73% |
$335K - $366K
|
136K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.83K- 10.7% |
$335K - $367K
|
82K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.99K- 11.56% |
$341K - $373K
|
76.4K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10.1K- 1.33% |
$344K - $376K
|
749K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.1K- 28.08% |
$345K - $378K
|
25.9K
$943K
|