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 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 3.43% |
$330K - $361K
|
292K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.37K+ 6.09% |
$320K - $350K
|
163K
$5.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.31KNew |
$318K - $348K
|
9.31K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.26K+ 7.34% |
$316K - $346K
|
135K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
9.11K+ 4.24% |
$311K - $340K
|
224K
$8.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.08KNew |
$310K - $339K
|
9.08K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8.83K+ 4.6% |
$302K - $330K
|
201K
$7.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.79KNew |
$300K - $328K
|
8.79K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.79K+ 9.89% |
$300K - $328K
|
97.6K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.78K+ 81.67% |
$300K - $328K
|
19.5K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.66KNew |
$296K - $324K
|
8.66K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.62K+ 3203.72% |
$294K - $322K
|
8.89K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.38KNew |
$286K - $313K
|
8.38K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
8.34K+ 198.31% |
$285K - $311K
|
12.5K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.31KNew |
$283K - $310K
|
8.31K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.21K+ 5.81% |
$280K - $307K
|
150K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.13KNew |
$277K - $304K
|
8.13K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.01KNew |
$273K - $299K
|
8.01K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.01KNew |
$273K - $299K
|
8.01K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.8K+ 40.74% |
$266K - $291K
|
26.9K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.77KNew |
$265K - $290K
|
7.77K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
7.63K+ 4.65% |
$261K - $285K
|
172K
$6.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
7.54KNew |
$257K - $282K
|
7.54K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7.5K+ 7.72% |
$256K - $280K
|
105K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$253K - $277K
|
7.42K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.42KNew |
$253K - $277K
|
7.42K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.41KNew |
$253K - $277K
|
7.41K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.39K+ 7.37% |
$252K - $276K
|
108K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
7.37K+ 4.51% |
$251K - $275K
|
171K
$6.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
7.11K+ 47.0% |
$243K - $265K
|
22.2K
$810K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.06K+ 4.19% |
$241K - $264K
|
176K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.95K+ 22.59% |
$237K - $260K
|
37.7K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$237K - $259K
|
6.94K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.89KNew |
$235K - $257K
|
6.89K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
6.86KNew |
$234K - $256K
|
6.86K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.79K+ 4.06% |
$232K - $253K
|
174K
$6.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.76KNew |
$231K - $253K
|
6.76K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.75K+ 9.94% |
$230K - $252K
|
74.6K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.71K+ 1.94% |
$229K - $251K
|
353K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.69KNew |
$228K - $250K
|
6.69K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.64K+ 73.0% |
$227K - $248K
|
15.7K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.52K+ 19.06% |
$223K - $244K
|
40.7K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.43K+ 7.77% |
$220K - $240K
|
89.2K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.43KNew |
$219K - $240K
|
6.43K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.19KNew |
$211K - $231K
|
6.19K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.17KNew |
$210K - $230K
|
6.17K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$210K - $230K
|
6.16K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.1KNew |
$208K - $228K
|
6.1K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.1K+ 1.35% |
$208K - $228K
|
459K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6.07K+ 11.89% |
$207K - $227K
|
57.2K
$2.08M
|