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
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.52K+ 5.06% |
$85.9K - $94K
|
52.3K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.51K+ 14.85% |
$85.8K - $93.9K
|
19.4K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.45K+ 12.98% |
$83.6K - $91.5K
|
21.3K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.41K+ 32.64% |
$82.4K - $90.1K
|
9.81K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.38K+ 6.55% |
$81.1K - $88.8K
|
38.7K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.35K+ 5.03% |
$80.1K - $87.7K
|
49K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.35K+ 5.18% |
$80K - $87.6K
|
47.6K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.27K+ 12.66% |
$77.5K - $84.9K
|
20.2K
$736K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.27K+ 10.48% |
$77.3K - $84.6K
|
23.9K
$870K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.24K+ 2.95% |
$76.3K - $83.6K
|
78.1K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 4.7% |
$75.6K - $82.7K
|
49.3K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.15K+ 5.71% |
$73.3K - $80.2K
|
39.8K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.11K+ 2.52% |
$71.9K - $78.7K
|
85.7K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 1.23% |
$71.9K - $78.7K
|
174K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.08K+ 10.15% |
$70.8K - $77.5K
|
22.5K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.06K+ 1075.0% |
$70.4K - $77.1K
|
2.26K
$82.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.03K+ 1.02% |
$69.4K - $75.9K
|
201K
$7.32M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 3.58% |
$68.4K - $74.9K
|
58K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2K+ 2857.14% |
$68.3K - $74.7K
|
2.07K
$75.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.96K+ 322.94% |
$66.8K - $73.1K
|
2.56K
$93.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.94K+ 34.76% |
$66.3K - $72.6K
|
7.54K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.91K+ 7.08% |
$65.3K - $71.4K
|
28.9K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.87K+ 26.79% |
$63.8K - $69.8K
|
8.85K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.83K+ 2.42% |
$62.6K - $68.5K
|
77.6K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.82K+ 5.78% |
$62.1K - $68K
|
33.3K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.8K+ 6.67% |
$61.6K - $67.4K
|
28.8K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 14.08% |
$61.2K - $67K
|
14.5K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 4.94% |
$61K - $66.7K
|
38K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.78K+ 0.79% |
$60.9K - $66.6K
|
229K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.77K+ 12.72% |
$60.3K - $66K
|
15.6K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.73K+ 1143.05% |
$58.9K - $64.5K
|
1.88K
$68.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7K+ 9.87% |
$57.9K - $63.3K
|
18.9K
$687K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.67K+ 17.29% |
$56.8K - $62.2K
|
11.3K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.66K+ 4.81% |
$56.8K - $62.2K
|
36.2K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 7.56% |
$56.3K - $61.6K
|
23.4K
$854K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.65K+ 11.89% |
$56.3K - $61.6K
|
15.5K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 15.67% |
$54.3K - $59.4K
|
11.7K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.57K+ 3.6% |
$53.6K - $58.7K
|
45.2K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.55K+ 1.78% |
$52.9K - $57.9K
|
88.6K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.52K+ 5.73% |
$51.9K - $56.8K
|
28.1K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 16.32% |
$51.8K - $56.7K
|
10.8K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 4.86% |
$51.6K - $56.5K
|
32.7K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.49K+ 2.14% |
$50.8K - $55.6K
|
70.9K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 1.08% |
$50.4K - $55.1K
|
138K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 1.39% |
$50.1K - $54.8K
|
107K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.44K+ 0.18% |
$49.2K - $53.9K
|
817K
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 0.13% |
$49K - $53.6K
|
1.12M
$40.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.4K+ 0.76% |
$47.9K - $52.4K
|
186K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.4K+ 20.73% |
$47.6K - $52.1K
|
8.13K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 26.06% |
$47.1K - $51.6K
|
6.68K
$243K
|