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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
237+ 0.27% |
$8.02K - $8.95K
|
87K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
204+ 0.75% |
$6.9K - $7.71K
|
27.3K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
184+ 0.09% |
$6.23K - $6.95K
|
202K
$7.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
178+ 1.58% |
$6.02K - $6.72K
|
11.5K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
174+ 2.45% |
$5.89K - $6.57K
|
7.26K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
170+ 1.82% |
$5.75K - $6.42K
|
9.52K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
163+ 2.1% |
$5.52K - $6.16K
|
7.94K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
149+ 1.09% |
$5.04K - $5.63K
|
13.8K
$524K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 0.33% |
$4.91K - $5.48K
|
44.6K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 157.14% |
$4.84K - $5.4K
|
234
$8.86K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
134+ 0.7% |
$4.53K - $5.06K
|
19.3K
$731K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
131+ 0.92% |
$4.43K - $4.95K
|
14.4K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130New |
$4.4K - $4.91K
|
130
$4.92K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
128New |
$4.33K - $4.83K
|
128
$4.85K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
125+ 4.36% |
$4.23K - $4.72K
|
2.99K
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
105New |
$3.55K - $3.97K
|
105
$3.98K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 12.61% |
$3.38K - $3.78K
|
893
$33.8K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
92New |
$3.11K - $3.47K
|
92
$3.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
89+ 0.59% |
$3.01K - $3.36K
|
15.2K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
89+ 1.3% |
$3.01K - $3.36K
|
6.95K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
81+ 0.76% |
$2.74K - $3.06K
|
10.8K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
79New |
$2.67K - $2.98K
|
79
$2.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72+ 0.86% |
$2.44K - $2.72K
|
8.43K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 0.54% |
$2.33K - $2.61K
|
12.9K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62New |
$2.1K - $2.34K
|
62
$2.35K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
59+ 0.96% |
$2K - $2.23K
|
6.22K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.87% |
$1.9K - $2.12K
|
6.5K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
55+ 0.15% |
$1.86K - $2.08K
|
36.3K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
55+ 0.28% |
$1.86K - $2.08K
|
19.8K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
46+ 0.53% |
$1.56K - $1.74K
|
8.67K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 6.37% |
$1.22K - $1.36K
|
601
$22.8K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36+ 1.14% |
$1.22K - $1.36K
|
3.19K
$121K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
34+ 0.19% |
$1.15K - $1.28K
|
17.6K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
30New |
$1.02K - $1.13K
|
30
$1.14K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28+ 0.27% |
$948 - $1.06K
|
10.5K
$399K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$440 - $491
|
13
$492
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
8+ 0.01% |
$271 - $302
|
61.1K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 6.14% |
$237 - $264
|
121
$4.58K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.07% |
$203 - $227
|
8.86K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
5+ 0.42% |
$169 - $189
|
1.19K
$44.9K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$169 - $189
|
5
$189
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$102 - $113
|
3.85K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$33.8 - $37.8
|
171K
$6.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 1.89% |
$33.8 - $37.8
|
52
$1.97K
|