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
|
Canal Capital Management, LLC
|
BUY
|
- |
1.32K+ 3.73% |
$45K - $49.3K
|
36.7K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.32KNew |
$44.9K - $49.2K
|
1.32K
$47.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.28K+ 0.44% |
$43.7K - $47.8K
|
295K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 0.6% |
$43.4K - $47.5K
|
212K
$7.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.26K+ 11.42% |
$42.9K - $46.9K
|
12.3K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.23K+ 1.16% |
$41.9K - $45.9K
|
107K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.23K+ 0.91% |
$41.8K - $45.8K
|
136K
$4.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.22K+ 6.28% |
$41.7K - $45.6K
|
20.7K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.2K+ 170.98% |
$41K - $44.9K
|
1.91K
$69.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.2K+ 0.47% |
$40.8K - $44.7K
|
254K
$9.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.18K+ 0.82% |
$40.2K - $44K
|
145K
$5.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.18K+ 12.69% |
$40.1K - $43.9K
|
10.4K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 7.09% |
$39.6K - $43.4K
|
17.5K
$639K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 3.67% |
$39.2K - $43K
|
32.5K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.12K+ 18.96% |
$38.1K - $41.7K
|
7.01K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.06KNew |
$36.3K - $39.7K
|
1.06K
$38.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 1.09% |
$34.6K - $37.8K
|
94.3K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
994+ 1.3% |
$33.9K - $37.1K
|
77.6K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
965+ 1.21% |
$32.9K - $36K
|
80.4K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
952+ 0.76% |
$32.5K - $35.6K
|
126K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
906+ 3.5% |
$30.9K - $33.8K
|
26.8K
$977K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
904+ 3.7% |
$30.9K - $33.8K
|
25.4K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
872+ 4.22% |
$29.8K - $32.6K
|
21.5K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
861+ 15.31% |
$29.4K - $32.2K
|
6.49K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
859New |
$29.3K - $32.1K
|
859
$31.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
855New |
$29.2K - $31.9K
|
855
$31.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
854+ 3.36% |
$29.1K - $31.9K
|
26.2K
$956K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
853+ 1.64% |
$29.1K - $31.9K
|
53K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
852+ 1.64% |
$29.1K - $31.8K
|
52.8K
$1.92M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
808+ 0.85% |
$27.6K - $30.2K
|
95.4K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
776+ 3.15% |
$26.5K - $29K
|
25.4K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
771+ 9.42% |
$26.3K - $28.8K
|
8.95K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
755+ 9.93% |
$25.8K - $28.2K
|
8.36K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
746New |
$25.5K - $27.9K
|
746
$27.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
745+ 0.49% |
$25.4K - $27.8K
|
152K
$5.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
744+ 0.65% |
$25.4K - $27.8K
|
115K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
742+ 13.09% |
$25.3K - $27.7K
|
6.41K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
742New |
$25.3K - $27.7K
|
742
$27K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
697+ 1.05% |
$23.8K - $26K
|
67K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
680+ 2.54% |
$23.2K - $25.4K
|
27.5K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
668+ 7.36% |
$22.8K - $24.9K
|
9.75K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
654+ 2.01% |
$22.3K - $24.4K
|
33.1K
$1.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
647+ 0.32% |
$22.1K - $24.2K
|
202K
$7.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
642+ 52.07% |
$21.9K - $24K
|
1.88K
$68.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
630+ 3.93% |
$21.5K - $23.5K
|
16.7K
$607K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
620+ 6.96% |
$21.2K - $23.2K
|
9.53K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
616New |
$21K - $23K
|
616
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
612+ 0.85% |
$20.9K - $22.9K
|
73K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
610+ 3.92% |
$20.8K - $22.8K
|
16.2K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
609+ 3.91% |
$20.8K - $22.7K
|
16.2K
$590K
|