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 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25KNew |
$853K - $934K
|
25K
$911K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$846K - $925K
|
24.8K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.7KNew |
$842K - $922K
|
24.7K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 30.83% |
$835K - $914K
|
104K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.3K+ 76.3% |
$828K - $906K
|
56.1K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
24.2KNew |
$826K - $904K
|
24.2K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
24.2K+ 83.85% |
$826K - $903K
|
53K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23.9K+ 6339.79% |
$816K - $893K
|
24.3K
$884K
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
23.5K+ 14.6% |
$804K - $879K
|
185K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23.5KNew |
$802K - $878K
|
23.5K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
23.3K+ 2.98% |
$797K - $872K
|
806K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23.3K+ 11.82% |
$797K - $872K
|
221K
$8.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 9.7% |
$796K - $872K
|
264K
$9.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
23.3K+ 5.49% |
$795K - $870K
|
448K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
23.1K+ 19.47% |
$790K - $864K
|
142K
$5.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.7K+ 19068.91% |
$774K - $848K
|
22.8K
$831K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.7KNew |
$774K - $847K
|
22.7K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
22.3K+ 8.82% |
$762K - $834K
|
276K
$10M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.3K+ 283.68% |
$762K - $834K
|
30.2K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
22.3K+ 299.56% |
$760K - $831K
|
29.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.1K+ 26.77% |
$755K - $826K
|
105K
$3.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
21.9K+ 6.42% |
$747K - $817K
|
363K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.4K+ 1.68% |
$730K - $798K
|
1.3M
$47.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.4K+ 5.04% |
$729K - $798K
|
445K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
21.3K+ 6.0% |
$728K - $797K
|
377K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
21K+ 14.54% |
$716K - $784K
|
165K
$6.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20KNew |
$684K - $749K
|
20K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
20K+ 9.79% |
$683K - $747K
|
224K
$8.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
19.9K+ 32.5% |
$680K - $744K
|
81.2K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19.9K+ 121.04% |
$678K - $742K
|
36.3K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19.6K+ 160.66% |
$669K - $733K
|
31.8K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.5KNew |
$665K - $728K
|
19.5K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.5K+ 99.82% |
$665K - $727K
|
39K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
18.8K+ 25.11% |
$642K - $702K
|
93.7K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
18.6K+ 3.54% |
$636K - $696K
|
545K
$19.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 5.83% |
$629K - $688K
|
334K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.6K+ 3.53% |
$602K - $659K
|
518K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17.5K+ 10.99% |
$597K - $653K
|
177K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
17.2K+ 7.57% |
$586K - $642K
|
244K
$8.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
17.2KNew |
$586K - $641K
|
17.2K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$584K - $639K
|
17.1K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17K+ 2830.05% |
$579K - $633K
|
17.6K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
16.6K+ 109.89% |
$567K - $621K
|
31.8K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
16.2KNew |
$553K - $606K
|
16.2K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16.2KNew |
$552K - $604K
|
16.2K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
16.1KNew |
$551K - $603K
|
16.1K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 105.89% |
$543K - $594K
|
30.9K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 19.89% |
$540K - $591K
|
95.4K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
15.7K+ 4.9% |
$535K - $586K
|
336K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.6K+ 22.02% |
$533K - $583K
|
86.6K
$3.15M
|