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 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-57.4K- 7.86% |
$1.96M - $2.14M
|
673K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.6K- 29.99% |
$2.58M - $2.82M
|
177K
$6.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.3K- 3.23% |
$2.67M - $2.92M
|
2.34M
$85.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-80.5K- 90.38% |
$2.75M - $3.01M
|
8.57K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82.3K- 16.98% |
$2.81M - $3.07M
|
402K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84.6K- 7.63% |
$2.89M - $3.16M
|
1.02M
$37.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84.7K- 35.1% |
$2.89M - $3.16M
|
157K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.5K- 5.87% |
$3.02M - $3.31M
|
1.42M
$51.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-89.5K- 3.95% |
$3.06M - $3.34M
|
2.18M
$79.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-95K- 4.08% |
$3.24M - $3.55M
|
2.23M
$81.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-96.4K- 47.49% |
$3.29M - $3.6M
|
107K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-110K- 1.58% |
$3.77M - $4.13M
|
6.88M
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-114K- 3.81% |
$3.88M - $4.24M
|
2.86M
$104M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-116K- 13.59% |
$3.95M - $4.33M
|
737K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-117K- 37.25% |
$4.01M - $4.39M
|
198K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-119K- 92.38% |
$4.07M - $4.45M
|
9.83K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127K- 5.74% |
$4.32M - $4.73M
|
2.08M
$75.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-129K- 66.02% |
$4.39M - $4.81M
|
66.3K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 3.12% |
$4.94M - $5.41M
|
4.5M
$164M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
SELL
|
- |
-151K- 39.98% |
$5.16M - $5.65M
|
227K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-152K- 8.72% |
$5.2M - $5.69M
|
1.6M
$58.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164K- 5.66% |
$5.59M - $6.12M
|
2.73M
$99.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-170K- 86.82% |
$5.8M - $6.35M
|
25.8K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-189K- 83.36% |
$6.44M - $7.05M
|
37.7K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195K- 7.43% |
$6.66M - $7.29M
|
2.43M
$88.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-201K- 3.71% |
$6.87M - $7.52M
|
5.22M
$190M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 8.07% |
$7.37M - $8.06M
|
2.46M
$89.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-224K- 49.85% |
$7.65M - $8.38M
|
226K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-239K- 49.64% |
$8.16M - $8.93M
|
243K
$8.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-437K- 75.83% |
$14.9M - $16.3M
|
139K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-668K- 70.27% |
$22.8M - $24.9M
|
283K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-681K- 71.18% |
$23.3M - $25.5M
|
276K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.34M- 15.52% |
$45.6M - $49.9M
|
7.28M
$265M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88M- 97.07% |
$98.4M - $108M
|
87.1K
$3.17M
|