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 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.07K+ 1.52% |
$207K - $227K
|
405K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.05K+ 12.98% |
$207K - $226K
|
52.7K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6.02KNew |
$205K - $225K
|
6.02K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.9K+ 19.33% |
$201K - $220K
|
36.4K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.7K+ 8.38% |
$194K - $213K
|
73.7K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.66K+ 6.44% |
$193K - $211K
|
93.6K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.65KNew |
$193K - $211K
|
5.65K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.53K+ 1.86% |
$189K - $207K
|
303K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.51K+ 4.33% |
$188K - $206K
|
133K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.5K+ 11.17% |
$188K - $205K
|
54.7K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.36K+ 5.35% |
$183K - $200K
|
105K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.33K+ 2.9% |
$182K - $199K
|
189K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.31K+ 4.86% |
$181K - $198K
|
115K
$4.17M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.24K+ 48.38% |
$179K - $196K
|
16.1K
$585K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.05KNew |
$172K - $189K
|
5.05K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.04K+ 5.55% |
$172K - $188K
|
95.8K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.04K+ 6.31% |
$172K - $188K
|
84.9K
$3.09M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
5K+ 9.42% |
$171K - $187K
|
58.1K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.23K+ 31.53% |
$144K - $158K
|
17.7K
$643K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
4.19K+ 4.22% |
$143K - $156K
|
103K
$3.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.09K+ 4.03% |
$140K - $153K
|
106K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.07K+ 9.46% |
$139K - $152K
|
47.1K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.06KNew |
$138K - $151K
|
4.06K
$148K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.85K+ 1.35% |
$131K - $144K
|
289K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.85KNew |
$131K - $144K
|
3.85K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.85K+ 18.48% |
$131K - $144K
|
24.6K
$898K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.8K+ 34.85% |
$130K - $142K
|
14.7K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.75K+ 45.51% |
$128K - $140K
|
12K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.63KNew |
$124K - $136K
|
3.63K
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.62K+ 9.21% |
$123K - $135K
|
42.9K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.56K+ 10.78% |
$122K - $133K
|
36.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.56K+ 1.7% |
$122K - $133K
|
212K
$7.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.52K+ 6.82% |
$120K - $132K
|
55.1K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.41K+ 10.82% |
$116K - $127K
|
34.9K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.41K+ 108.6% |
$116K - $127K
|
6.55K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.4K+ 59.92% |
$116K - $127K
|
9.07K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.31K+ 2.03% |
$113K - $124K
|
166K
$6.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.22K+ 0.48% |
$110K - $120K
|
670K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
3.21KNew |
$110K - $120K
|
3.21K
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.19K+ 8.97% |
$109K - $119K
|
38.8K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3.18K+ 9.33% |
$109K - $119K
|
37.3K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.13K+ 38.37% |
$107K - $117K
|
11.3K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.02K+ 0.83% |
$103K - $113K
|
368K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.94K+ 0.93% |
$100K - $110K
|
318K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.92K+ 12.93% |
$99.8K - $109K
|
25.5K
$930K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.86K+ 16.16% |
$97.6K - $107K
|
20.5K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.78KNew |
$94.8K - $104K
|
2.78K
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.63K+ 7.44% |
$89.8K - $98.3K
|
38K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.62K+ 1.77% |
$89.6K - $98K
|
151K
$5.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.57K+ 10.76% |
$87.5K - $95.8K
|
26.4K
$962K
|