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 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
46.4K+ 114.95% |
$1.58M - $1.73M
|
86.8K
$2.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.2K+ 27.11% |
$1.27M - $1.39M
|
175K
$5.92M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
34.6KNew |
$1.18M - $1.29M
|
34.6K
$1.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.2K+ 1.36% |
$417K - $456K
|
911K
$30.9M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.2K+ 3.8% |
$349K - $382K
|
279K
$9.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
4.19K+ 4.22% |
$143K - $156K
|
103K
$3.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.85K+ 1.35% |
$131K - $144K
|
289K
$9.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.8K+ 34.85% |
$130K - $142K
|
14.7K
$499K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.4K+ 59.92% |
$116K - $127K
|
9.07K
$308K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 1.09% |
$34.6K - $37.8K
|
94.3K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21- 3.19% |
$717 - $784
|
637
$21.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-73- 16.52% |
$2.49K - $2.73K
|
369
$12.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-100- 0.72% |
$3.41K - $3.74K
|
13.7K
$466K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-829- 3.21% |
$28.3K - $31K
|
25K
$849K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.12K- 0.05% |
$38.3K - $41.9K
|
2.13M
$72.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.46K- 0.47% |
$84K - $92K
|
518K
$17.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.92K- 9.52% |
$270K - $296K
|
75.3K
$2.55M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16.3K- 4.27% |
$557K - $610K
|
366K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47K- 45.63% |
$1.6M - $1.76M
|
56K
$1.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-116K- 13.59% |
$3.95M - $4.33M
|
737K
$25M
|