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
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.92K- 0.41% |
$64.8K - $72.3K
|
467K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.96K- 76.36% |
$66.2K - $73.9K
|
606
$22.9K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.97K- 5.31% |
$66.7K - $74.5K
|
35.2K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 1.71% |
$67.1K - $74.9K
|
114K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 1.21% |
$69.5K - $77.5K
|
168K
$6.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.06K- 91.49% |
$69.8K - $78K
|
192
$7.27K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 1.93% |
$69.9K - $78K
|
105K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.09K- 2.7% |
$70.9K - $79.1K
|
75.5K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 1.95% |
$70.9K - $79.2K
|
105K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.22K- 24.41% |
$75K - $83.7K
|
6.86K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-2.25K- 55.01% |
$76.2K - $85.1K
|
1.84K
$69.7K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 24.73% |
$77.6K - $86.6K
|
6.98K
$264K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.33K- 5.72% |
$78.8K - $88K
|
38.4K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 4.56% |
$82K - $91.5K
|
50.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.46K- 0.64% |
$83.2K - $92.8K
|
382K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.46K- 2.81% |
$83.3K - $93K
|
85K
$3.22M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.47K- 18.03% |
$83.7K - $93.4K
|
11.2K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 1.17% |
$83.8K - $93.5K
|
209K
$7.93M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.52K- 1.19% |
$85.3K - $95.2K
|
210K
$7.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 17.67% |
$86.9K - $97K
|
12K
$453K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.57K- 21.68% |
$86.9K - $97K
|
9.28K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.65K- 27.64% |
$89.6K - $100K
|
6.93K
$263K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.66K- 18.05% |
$90.1K - $101K
|
12.1K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.68K- 0.7% |
$90.7K - $101K
|
379K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.79K- 3.28% |
$94.2K - $105K
|
82.1K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.9K- 27.87% |
$98.2K - $110K
|
7.51K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.99K- 18.98% |
$101K - $113K
|
12.8K
$483K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 7.81% |
$103K - $115K
|
35.9K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.06K- 3.57% |
$104K - $116K
|
82.7K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.09K- 3.82% |
$104K - $117K
|
77.6K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.1K- 17.39% |
$105K - $117K
|
14.7K
$558K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.14K- 3.28% |
$106K - $119K
|
92.6K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.57% |
$112K - $125K
|
35.4K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.32K- 16.4% |
$112K - $125K
|
16.9K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.49K- 10.54% |
$118K - $132K
|
29.7K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 2.11% |
$121K - $135K
|
165K
$6.26M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.6K- 39.38% |
$122K - $136K
|
5.55K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 4.9% |
$127K - $142K
|
72.7K
$2.75M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 11.95% |
$129K - $144K
|
28K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 6.17% |
$130K - $145K
|
58.5K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.91K- 8.96% |
$132K - $148K
|
39.7K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-4.05K- 4.02% |
$137K - $153K
|
96.6K
$3.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.16K- 0.41% |
$141K - $157K
|
1.02M
$38.5M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.18K- 4.82% |
$141K - $158K
|
82.5K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-4.19K- 33.37% |
$142K - $158K
|
8.36K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 4.53% |
$143K - $160K
|
89.1K
$3.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-4.41K- 8.66% |
$149K - $167K
|
46.5K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.44K- 2.67% |
$150K - $168K
|
162K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.55K- 27.32% |
$154K - $172K
|
12.1K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.56K- 9.52% |
$154K - $172K
|
43.4K
$1.64M
|