Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.2K- 29.4% |
$515K - $575K
|
36.5K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.3K- 28.88% |
$518K - $579K
|
37.7K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15.8K- 10.99% |
$535K - $598K
|
128K
$4.85M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-16K- 6.98% |
$540K - $603K
|
213K
$8.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 5.72% |
$571K - $638K
|
278K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-19.5K- 65.83% |
$661K - $738K
|
10.1K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-20.5K- 12.02% |
$694K - $775K
|
150K
$5.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21.1K- 15.13% |
$714K - $797K
|
118K
$4.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.6K- 12.85% |
$764K - $853K
|
153K
$5.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25.9K- 66.92% |
$878K - $980K
|
12.8K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26K- 7.05% |
$879K - $981K
|
342K
$13M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-26.2K- 34.82% |
$887K - $990K
|
49.1K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 4.28% |
$904K - $1.01M
|
598K
$22.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 11.71% |
$912K - $1.02M
|
203K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.9K- 66.16% |
$944K - $1.05M
|
14.3K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 50.0% |
$1.01M - $1.13M
|
29.9K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-30K- 3.32% |
$1.02M - $1.13M
|
872K
$33M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-31K- 65.18% |
$1.05M - $1.17M
|
16.6K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-33K- 2.38% |
$1.12M - $1.25M
|
1.36M
$51.3M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-33.4K- 15.16% |
$1.13M - $1.26M
|
187K
$7.07M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-33.8K- 21.05% |
$1.14M - $1.28M
|
127K
$4.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-37.3K- 20.39% |
$1.26M - $1.41M
|
146K
$5.52M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-38.9K- 22.37% |
$1.32M - $1.47M
|
135K
$5.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-43.6K- 14.37% |
$1.47M - $1.65M
|
260K
$9.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-46.3K- 42.99% |
$1.57M - $1.75M
|
61.4K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-48.9K- 21.28% |
$1.65M - $1.85M
|
181K
$6.85M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-49.6K- 21.98% |
$1.68M - $1.87M
|
176K
$6.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-50K- 75.45% |
$1.69M - $1.89M
|
16.3K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-53.5K- 77.83% |
$1.81M - $2.02M
|
15.2K
$577K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-56.8K- 5.69% |
$1.92M - $2.14M
|
941K
$35.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57.8K- 5.01% |
$1.96M - $2.18M
|
1.1M
$41.5M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-59.4K- 14.97% |
$2.01M - $2.24M
|
337K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-62.4K- 59.21% |
$2.11M - $2.36M
|
43K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-62.4K- 24.6% |
$2.11M - $2.36M
|
191K
$7.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-65.5K- 0.21% |
$2.22M - $2.47M
|
31.6M
$1.2B
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-69K- 7.33% |
$2.33M - $2.6M
|
871K
$33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70.1K- 10.46% |
$2.37M - $2.65M
|
600K
$22.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-72.1K- 88.95% |
$2.44M - $2.72M
|
8.96K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-75.2K- 4.51% |
$2.55M - $2.84M
|
1.59M
$60.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91.1K- 3.75% |
$3.08M - $3.44M
|
2.34M
$88.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-101K- 87.94% |
$3.43M - $3.82M
|
13.9K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-108K- 94.34% |
$3.66M - $4.08M
|
6.48K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-113K- 21.9% |
$3.84M - $4.28M
|
404K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-115K- 4.93% |
$3.91M - $4.36M
|
2.23M
$84.4M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-118K- 15.53% |
$4M - $4.47M
|
643K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-122K- 5.48% |
$4.14M - $4.62M
|
2.11M
$79.9M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-123K- 57.93% |
$4.15M - $4.64M
|
89.1K
$3.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-124K- 5.68% |
$4.19M - $4.67M
|
2.05M
$77.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-147K- 10.33% |
$4.96M - $5.54M
|
1.27M
$48.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-154K- 18.68% |
$5.2M - $5.8M
|
669K
$25.3M
|