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 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 19.29% |
$43.6K - $48.7K
|
5.39K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.29K- 15.6% |
$43.8K - $48.9K
|
7K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.3K- 18.85% |
$44K - $49.1K
|
5.59K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.32K- 0.62% |
$44.8K - $50K
|
214K
$9.27M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.33K- 13.55% |
$45.1K - $50.3K
|
8.5K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.36K- 16.31% |
$46K - $51.3K
|
6.97K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 0.99% |
$46K - $51.4K
|
137K
$5.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 5.86% |
$46.5K - $51.9K
|
22.1K
$956K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.4K- 9.01% |
$47.3K - $52.8K
|
14.1K
$612K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.42K- 14.55% |
$48K - $53.6K
|
8.33K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.43K- 5.58% |
$48.2K - $53.8K
|
24.1K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-1.48K- 1.93% |
$50K - $55.9K
|
75.3K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.5K- 9.43% |
$50.9K - $56.8K
|
14.4K
$625K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.53K- 4.74% |
$51.8K - $57.8K
|
30.8K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.54K- 3.51% |
$52K - $58.1K
|
42.3K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.55K- 9.31% |
$52.5K - $58.5K
|
15.1K
$654K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.56K- 7.01% |
$52.6K - $58.7K
|
20.6K
$894K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.58K- 6.32% |
$53.5K - $59.7K
|
23.4K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 22.99% |
$55.7K - $62.2K
|
5.51K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65KClosed |
$55.8K - $62.3K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.73K- 1.17% |
$58.6K - $65.4K
|
146K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.78K- 9.43% |
$60.2K - $67.2K
|
17.1K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.86K- 4.76% |
$62.9K - $70.3K
|
37.2K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.89K- 2.18% |
$64K - $71.4K
|
84.9K
$3.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.92K- 0.41% |
$64.8K - $72.3K
|
467K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.96K- 76.36% |
$66.2K - $73.9K
|
606
$26.2K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.97K- 5.31% |
$66.7K - $74.5K
|
35.2K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 1.71% |
$67.1K - $74.9K
|
114K
$4.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 1.21% |
$69.5K - $77.5K
|
168K
$7.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.06K- 91.49% |
$69.8K - $78K
|
192
$8.32K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 1.93% |
$69.9K - $78K
|
105K
$4.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.09K- 2.7% |
$70.9K - $79.1K
|
75.5K
$3.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 1.95% |
$70.9K - $79.2K
|
105K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.22K- 24.41% |
$75K - $83.7K
|
6.86K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-2.25K- 55.01% |
$76.2K - $85.1K
|
1.84K
$79.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 24.73% |
$77.6K - $86.6K
|
6.98K
$302K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.33K- 5.72% |
$78.8K - $88K
|
38.4K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 4.56% |
$82K - $91.5K
|
50.7K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.46K- 0.64% |
$83.2K - $92.8K
|
382K
$16.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.46K- 2.81% |
$83.3K - $93K
|
85K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.47K- 18.03% |
$83.7K - $93.4K
|
11.2K
$487K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 1.17% |
$83.8K - $93.5K
|
209K
$9.07M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.52K- 1.19% |
$85.3K - $95.2K
|
210K
$9.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 17.67% |
$86.9K - $97K
|
12K
$518K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.57K- 21.68% |
$86.9K - $97K
|
9.28K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.65K- 27.64% |
$89.6K - $100K
|
6.93K
$300K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.66K- 18.05% |
$90.1K - $101K
|
12.1K
$524K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.68K- 0.7% |
$90.7K - $101K
|
379K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.79K- 3.28% |
$94.2K - $105K
|
82.1K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.9K- 27.87% |
$98.2K - $110K
|
7.51K
$325K
|