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 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.2K- 24.13% |
$347K - $379K
|
32K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.3K- 6.67% |
$351K - $384K
|
144K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.3K- 9.62% |
$353K - $386K
|
97.2K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-10.4K- 4.95% |
$355K - $388K
|
200K
$7.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.6K- 4.4% |
$362K - $396K
|
231K
$8.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10.9K- 2.95% |
$371K - $406K
|
358K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.9K- 35.5% |
$372K - $407K
|
19.8K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10.9K- 9.52% |
$373K - $408K
|
104K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 4.92% |
$374K - $410K
|
212K
$7.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 20.75% |
$386K - $422K
|
43.2K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.4K- 3.61% |
$388K - $425K
|
303K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12K- 2.31% |
$410K - $449K
|
508K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 2.21% |
$418K - $458K
|
542K
$19.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-12.6K- 1.36% |
$430K - $471K
|
917K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-15.4K- 6.39% |
$524K - $574K
|
225K
$8.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 0.98% |
$535K - $585K
|
1.58M
$57.4M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16.3K- 4.27% |
$557K - $610K
|
366K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17K- 96.59% |
$579K - $633K
|
599
$21.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17.2K- 1.98% |
$588K - $643K
|
854K
$31.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17.5K- 14.29% |
$599K - $655K
|
105K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-18.9K- 40.14% |
$647K - $708K
|
28.3K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-19.8K- 4.9% |
$677K - $741K
|
385K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 28.66% |
$695K - $760K
|
50.6K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-21K- 20.39% |
$718K - $785K
|
82.1K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.5K- 90.15% |
$733K - $803K
|
2.35K
$85.5K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-22.5K- 58.38% |
$769K - $842K
|
16.1K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24K- 5.71% |
$820K - $897K
|
397K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25.4K- 2.63% |
$867K - $948K
|
940K
$34.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-27.6K- 2.97% |
$943K - $1.03M
|
902K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-29.2K- 12.89% |
$998K - $1.09M
|
198K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-29.6K- 8.91% |
$1.01M - $1.11M
|
302K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-29.9K- 12.12% |
$1.02M - $1.11M
|
216K
$7.88M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-35K- 5.02% |
$1.2M - $1.31M
|
662K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 18.46% |
$1.2M - $1.31M
|
155K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-37.1K- 3.43% |
$1.27M - $1.39M
|
1.04M
$38M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37.6K- 3.55% |
$1.28M - $1.4M
|
1.02M
$37.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-38.3K- 50.35% |
$1.31M - $1.43M
|
37.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 5.66% |
$1.35M - $1.48M
|
659K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40K- 1.52% |
$1.36M - $1.49M
|
2.6M
$94.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40.6K- 16.68% |
$1.39M - $1.52M
|
203K
$7.39M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-40.7K- 39.73% |
$1.39M - $1.52M
|
61.8K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43K- 34.13% |
$1.47M - $1.61M
|
83K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-43.2K- 3.61% |
$1.47M - $1.61M
|
1.15M
$42M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.7K- 99.9% |
$1.53M - $1.67M
|
47
$1.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.6K- 11.84% |
$1.56M - $1.7M
|
340K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45.8K- 98.32% |
$1.56M - $1.71M
|
780
$28.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47K- 45.63% |
$1.6M - $1.76M
|
56K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-47K- 36.33% |
$1.6M - $1.76M
|
82.4K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.3K- 8.97% |
$1.75M - $1.92M
|
521K
$19M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-52.6K- 38.27% |
$1.8M - $1.97M
|
84.9K
$3.09M
|