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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.9M+ 26.07% |
$606M - $677M
|
86.6M
$3.45B
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
9.73M+ 3061.33% |
$329M - $368M
|
10M
$400M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13M+ 395.89% |
$174M - $194M
|
6.43M
$256M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
3.69M+ 47.18% |
$125M - $139M
|
11.5M
$458M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7M+ 9.64% |
$91.4M - $102M
|
30.7M
$1.22B
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.59M+ 60.93% |
$54M - $60.2M
|
4.21M
$168M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.57M+ 19.31% |
$53.2M - $59.4M
|
9.72M
$387M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.17MNew |
$39.7M - $44.3M
|
1.17M
$46.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06M+ 47.35% |
$35.7M - $39.9M
|
3.28M
$131M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 15.14% |
$34.1M - $38.1M
|
7.67M
$305M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
741K+ 35.62% |
$25.1M - $28M
|
2.82M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
703K+ 32.88% |
$23.8M - $26.6M
|
2.84M
$113M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
669KNew |
$22.6M - $25.3M
|
669K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
658K+ 53.33% |
$22.3M - $24.8M
|
1.89M
$75.3M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
640K+ 80.25% |
$21.6M - $24.2M
|
1.44M
$57.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
581K+ 259.19% |
$19.7M - $22M
|
806K
$32.1M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
561K+ 577.38% |
$19M - $21.2M
|
659K
$26.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
527KNew |
$17.8M - $19.9M
|
527K
$21M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
BUY
|
- |
475K+ 209.16% |
$16.1M - $17.9M
|
702K
$27.9M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
445K+ 178.8% |
$15.1M - $16.8M
|
694K
$27.6M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
431K+ 409.6% |
$14.6M - $16.3M
|
536K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
426K+ 3.4% |
$14.4M - $16.1M
|
13M
$516M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
419K+ 151.96% |
$14.2M - $15.8M
|
695K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
409K+ 436.81% |
$13.8M - $15.5M
|
503K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
382KNew |
$12.9M - $14.4M
|
382K
$15.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
370K+ 61.61% |
$12.5M - $14M
|
970K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
355KNew |
$12M - $13.4M
|
355K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
326K+ 5.59% |
$11M - $12.3M
|
6.16M
$245M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
296KNew |
$10M - $11.2M
|
296K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
286KNew |
$9.69M - $10.8M
|
286K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
258KNew |
$8.72M - $9.73M
|
258K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
239K+ 53.83% |
$8.1M - $9.04M
|
684K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
220K+ 15.43% |
$7.44M - $8.31M
|
1.65M
$65.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
219K+ 13.26% |
$7.42M - $8.29M
|
1.87M
$74.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
208K+ 85.43% |
$7.03M - $7.85M
|
451K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
205K+ 25.16% |
$6.95M - $7.76M
|
1.02M
$40.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
195K+ 12.56% |
$6.6M - $7.37M
|
1.75M
$69.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
195K+ 462.71% |
$6.59M - $7.36M
|
237K
$9.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192K+ 206.2% |
$6.48M - $7.23M
|
284K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
183K+ 90.96% |
$6.18M - $6.9M
|
384K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179K+ 19.75% |
$6.06M - $6.77M
|
1.09M
$43.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
179K+ 12.11% |
$6.06M - $6.76M
|
1.66M
$66M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
167K+ 1041.07% |
$5.66M - $6.32M
|
183K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
163K+ 47.88% |
$5.51M - $6.15M
|
503K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
157K+ 5.47% |
$5.3M - $5.91M
|
3.02M
$120M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
152K+ 187188.89% |
$5.13M - $5.73M
|
152K
$6.04M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
147K+ 24.66% |
$4.97M - $5.55M
|
742K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
145K+ 43.25% |
$4.91M - $5.48M
|
481K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
145K+ 4.57% |
$4.89M - $5.46M
|
3.31M
$132M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
142K+ 16.58% |
$4.79M - $5.35M
|
996K
$39.6M
|