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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-230K- 44.2% |
$7.79M - $8.69M
|
291K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-310K- 25.75% |
$10.5M - $11.7M
|
895K
$33.9M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-377K- 84.21% |
$12.8M - $14.2M
|
70.7K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-465K- 3.49% |
$15.7M - $17.6M
|
12.9M
$487M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-517K- 19.91% |
$17.5M - $19.5M
|
2.08M
$78.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-824K- 68.45% |
$27.9M - $31.1M
|
380K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.52M- 41.98% |
$51.5M - $57.5M
|
2.11M
$79.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.79M- 40.58% |
$60.5M - $67.5M
|
2.62M
$99.1M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.77M- 97.25% |
$331M - $369M
|
276K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-16.8M- 76.54% |
$569M - $636M
|
5.16M
$195M
|