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 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.42% |
$914 - $1.02K
|
1.15K
$43K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.22% |
$880 - $982
|
11.9K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.87% |
$643 - $718
|
2.2K
$82.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 0.6% |
$508 - $567
|
2.51K
$94.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$575 - $642
|
76.4K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-36- 0.71% |
$1.22K - $1.36K
|
5.04K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-40- 0.17% |
$1.35K - $1.51K
|
23.7K
$890K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-48- 0.19% |
$1.62K - $1.81K
|
24.7K
$928K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-56- 0.09% |
$1.9K - $2.12K
|
61.8K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-60- 0.72% |
$2.03K - $2.27K
|
8.32K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.14% |
$2.13K - $2.38K
|
46.3K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-76- 0.69% |
$2.57K - $2.87K
|
11K
$414K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 0.05% |
$2.91K - $3.25K
|
177K
$6.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-90- 0.2% |
$3.05K - $3.4K
|
45.1K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-96- 0.17% |
$3.25K - $3.63K
|
57.1K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-105- 1.1% |
$3.55K - $3.97K
|
9.43K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-119- 1.41% |
$4.03K - $4.49K
|
8.34K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-132- 24.35% |
$4.47K - $4.99K
|
410
$15.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-150- 1.55% |
$5.08K - $5.67K
|
9.5K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$25.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 47.01% |
$5.85K - $6.53K
|
195
$7.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-205- 1.53% |
$6.94K - $7.74K
|
13.2K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-215- 0.97% |
$7.28K - $8.12K
|
22K
$826K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-216- 0.81% |
$7.31K - $8.16K
|
26.6K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-219- 0.85% |
$7.41K - $8.27K
|
25.4K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-241- 2.4% |
$8.16K - $9.1K
|
9.8K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 0.89% |
$11K - $12.3K
|
36.2K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-347- 0.56% |
$11.7K - $13.1K
|
61.5K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 4.52% |
$13.5K - $15.1K
|
8.46K
$317K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-405- 0.5% |
$13.7K - $15.3K
|
80K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-414- 0.61% |
$14K - $15.6K
|
67.3K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 6.94% |
$15.2K - $17K
|
6.04K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-459- 2.48% |
$15.5K - $17.3K
|
18K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-482- 0.24% |
$16.3K - $18.2K
|
199K
$7.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-521- 4.59% |
$17.6K - $19.7K
|
10.8K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-557- 7.52% |
$18.8K - $21K
|
6.85K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-558- 0.42% |
$18.9K - $21.1K
|
132K
$4.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-624- 3.47% |
$21.1K - $23.6K
|
17.4K
$652K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-649- 7.98% |
$22K - $24.5K
|
7.48K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-650- 2.56% |
$22K - $24.6K
|
24.7K
$928K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-651- 6.55% |
$22K - $24.6K
|
9.29K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-705- 3.19% |
$23.9K - $26.6K
|
21.4K
$803K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-715- 10.35% |
$24.2K - $27K
|
6.19K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-758- 3.77% |
$25.7K - $28.6K
|
19.3K
$726K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-759- 2.94% |
$25.7K - $28.7K
|
25.1K
$941K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-776- 13.75% |
$26.3K - $29.3K
|
4.87K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-788- 11.55% |
$26.7K - $29.8K
|
6.04K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-960- 9.3% |
$32.5K - $36.3K
|
9.36K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1K- 1.36% |
$33.9K - $37.8K
|
72.7K
$2.73M
|