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 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 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53K- 62.35% |
$1.79M - $2M
|
32K
$1.21M
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62.7K- 70.78% |
$2.12M - $2.37M
|
25.9K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.5K- 4.18% |
$2.18M - $2.44M
|
1.48M
$56M
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-98.5K- 10.1% |
$3.33M - $3.72M
|
877K
$33.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-101K- 87.94% |
$3.43M - $3.82M
|
13.9K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-102K- 45.64% |
$3.46M - $3.86M
|
122K
$4.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-108K- 94.34% |
$3.66M - $4.08M
|
6.48K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-109K- 94.29% |
$3.69M - $4.12M
|
6.6K
$250K
|
|
|
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 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-122K- 99.58% |
$4.11M - $4.59M
|
516
$19.5K
|
|
|
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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-134K- 26.68% |
$4.53M - $5.06M
|
368K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-135K- 90.46% |
$4.55M - $5.08M
|
14.2K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-135K- 94.97% |
$4.57M - $5.1M
|
7.15K
$271K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-162K- 6.02% |
$5.47M - $6.11M
|
2.52M
$95.5M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-197K- 29.25% |
$6.66M - $7.43M
|
476K
$18M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-230K- 44.2% |
$7.79M - $8.69M
|
291K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-262K- 39.75% |
$8.86M - $9.89M
|
397K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-269K- 49.74% |
$9.12M - $10.2M
|
272K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-279K- 79.61% |
$9.45M - $10.5M
|
71.6K
$2.71M
|
|
|
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 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-399K- 95.69% |
$13.5M - $15.1M
|
18K
$680K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-401K- 14.69% |
$13.6M - $15.1M
|
2.33M
$88.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-465K- 3.49% |
$15.7M - $17.6M
|
12.9M
$487M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-487K- 10.84% |
$16.5M - $18.4M
|
4.01M
$152M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-517K- 19.91% |
$17.5M - $19.5M
|
2.08M
$78.7M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-519K- 8.74% |
$17.6M - $19.6M
|
5.42M
$205M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-633K- 9.19% |
$21.4M - $23.9M
|
6.25M
$237M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-647K- 12.58% |
$21.9M - $24.4M
|
4.5M
$170M
|