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
$43.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.22% |
$880 - $982
|
11.9K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 4.06% |
$846 - $944
|
641
$24.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.87% |
$643 - $718
|
2.2K
$83.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 0.6% |
$508 - $567
|
2.51K
$95.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14+ 175.0% |
$474 - $529
|
22
$833
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 6.14% |
$237 - $264
|
121
$4.58K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$33.8 - $37.8
|
171K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.09% |
$33.8 - $37.8
|
1.06K
$40.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 1.89% |
$33.8 - $37.8
|
52
$1.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$575 - $642
|
76.4K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-26- 0.41% |
$880 - $982
|
6.27K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-36- 0.71% |
$1.22K - $1.36K
|
5.04K
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-40- 0.17% |
$1.35K - $1.51K
|
23.7K
$897K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-46- 0.33% |
$1.56K - $1.74K
|
13.7K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-48- 0.19% |
$1.62K - $1.81K
|
24.7K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-56- 0.09% |
$1.9K - $2.12K
|
61.8K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-60- 0.72% |
$2.03K - $2.27K
|
8.32K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.14% |
$2.13K - $2.38K
|
46.3K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-76- 0.69% |
$2.57K - $2.87K
|
11K
$417K
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-83- 0.76% |
$2.81K - $3.13K
|
10.9K
$412K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 0.05% |
$2.91K - $3.25K
|
177K
$6.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-90- 0.2% |
$3.05K - $3.4K
|
45.1K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-96- 0.17% |
$3.25K - $3.63K
|
57.1K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-105- 1.1% |
$3.55K - $3.97K
|
9.43K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-119- 3.91% |
$4.03K - $4.49K
|
2.93K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-119- 1.41% |
$4.03K - $4.49K
|
8.34K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-122- 1.44% |
$4.13K - $4.61K
|
8.34K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-132- 24.35% |
$4.47K - $4.99K
|
410
$15.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-138- 0.43% |
$4.67K - $5.21K
|
31.8K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-140- 1.6% |
$4.74K - $5.29K
|
8.59K
$325K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-150- 1.55% |
$5.08K - $5.67K
|
9.5K
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-151- 0.25% |
$5.11K - $5.7K
|
60.4K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-151- 1.1% |
$5.11K - $5.7K
|
13.5K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$26.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 0.89% |
$5.75K - $6.42K
|
18.9K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 47.01% |
$5.85K - $6.53K
|
195
$7.38K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.71K
|
31.4K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-205- 1.53% |
$6.94K - $7.74K
|
13.2K
$501K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-215- 0.97% |
$7.28K - $8.12K
|
22K
$833K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-216- 0.81% |
$7.31K - $8.16K
|
26.6K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-219- 0.85% |
$7.41K - $8.27K
|
25.4K
$963K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-241- 2.4% |
$8.16K - $9.1K
|
9.8K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 9.51% |
$8.46K - $9.44K
|
2.38K
$90K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-258- 1.06% |
$8.73K - $9.74K
|
24K
$909K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-278- 3.11% |
$9.41K - $10.5K
|
8.66K
$328K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-292- 2.94% |
$9.88K - $11K
|
9.63K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-315- 1.78% |
$10.7K - $11.9K
|
17.3K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 0.89% |
$11K - $12.3K
|
36.2K
$1.37M
|