Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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
Financial Advisory Service, Inc.

BUY
 -
25
+ 4.06%
$846 - $944
641 $26.1K
Apr 24, 2025 Q1 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
19
+ 0.87%
$643 - $718
2.2K $89.6K
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
15
+ 0.6%
$508 - $567
2.51K $102K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
14
+ 175.0%
$474 - $529
22 $895
May 13, 2025 Q1 2025
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
13
New
$440 - $491
13 $529
May 12, 2025 Q1 2025
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
8
+ 0.01%
$271 - $302
61.1K $2.48M
Apr 28, 2025 Q1 2025
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
7
+ 6.14%
$237 - $264
121 $4.92K
May 16, 2025 Q1 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
6
+ 0.07%
$203 - $227
8.86K $360K
May 14, 2025 Q1 2025
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
5
+ 0.42%
$169 - $189
1.19K $48.3K
May 15, 2025 Q1 2025
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
5
New
$169 - $189
5 $203
May 08, 2025 Q1 2025
Modera Wealth Management, LLC

BUY
 -
1
+ 0.0%
$33.8 - $37.8
171K $6.96M
May 09, 2025 Q1 2025
Frazier Financial Advisors, LLC

Columbus, OH
SELL
 -
-1
- 0.09%
$33.8 - $37.8
1.06K $43.1K
Apr 29, 2025 Q1 2025
Hexagon Capital Partners LLC

SELL
 -
-1
- 1.89%
$33.8 - $37.8
52 $2.11K
May 15, 2025 Q1 2025
Fsa Wealth Management LLC

Needham, MA
SELL
 -
-3
- 0.04%
$102 - $113
7.02K $285K
Apr 15, 2025 Q1 2025
Simon Quick Advisors, LLC

SELL
 -
-17
- 0.02%
$575 - $642
76.4K $3.11M
May 12, 2025 Q1 2025
Tlwm

San Antonio, TX
SELL
 -
-21
- 0.15%
$711 - $793
14.1K $572K
May 12, 2025 Q1 2025
Claro Advisors LLC

Boston, MA
SELL
 -
-22
- 0.3%
$744 - $831
7.27K $296K
May 13, 2025 Q1 2025
Northern Trust Corp

Chicago, IL
SELL
 -
-22
- 0.08%
$744 - $831
25.9K $1.05M
Apr 30, 2025 Q1 2025
Telos Capital Management, Inc.

SELL
 -
-26
- 0.41%
$880 - $982
6.27K $255K
May 15, 2025 Q1 2025
Keel Point, LLC

Huntsville, AL
SELL
 -
-26
- 0.27%
$880 - $982
9.78K $398K
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
SELL
 -
-36
- 0.71%
$1.22K - $1.36K
5.04K $205K
Apr 22, 2025 Q1 2025
Wealth Care Investment Partners, LLC

SELL
 -
-40
- 0.17%
$1.35K - $1.51K
23.7K $964K
Apr 28, 2025 Q1 2025
Level Wealth Management LLC

Greensboro, NC
SELL
 -
-46
- 0.33%
$1.56K - $1.74K
13.7K $557K
May 14, 2025 Q1 2025
First Trust Advisors LP

Wheaton, IL
SELL
 -
-47
- 0.19%
$1.59K - $1.78K
25K $1.02M
Apr 16, 2025 Q1 2025
Wealth Advisors Northwest LLC

Portland, OR
SELL
 -
-48
- 0.19%
$1.62K - $1.81K
24.7K $1.01M
Apr 10, 2025 Q1 2025
Watershed Private Wealth LLC

Oak Brook, IL
SELL
 -
-56
- 0.09%
$1.9K - $2.12K
61.8K $2.51M
Apr 24, 2025 Q1 2025
Sovran Advisors, LLC

San Diego, CA
SELL
 -
-60
- 0.72%
$2.03K - $2.27K
8.32K $338K
Apr 25, 2025 Q1 2025
Iron Financial, LLC

SELL
 -
-63
- 0.14%
$2.13K - $2.38K
46.3K $1.88M
May 12, 2025 Q1 2025
Operose Advisors LLC

Milwaukee, WI
SELL
 -
-68
- 3.62%
$2.3K - $2.57K
1.81K $73.6K
May 14, 2025 Q1 2025
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-75
- 1.09%
$2.54K - $2.83K
6.83K $278K
May 13, 2025 Q1 2025
Keystone Financial Group

SELL
 -
-76
- 0.31%
$2.57K - $2.87K
24.1K $981K
Apr 17, 2025 Q1 2025
Brighton Jones LLC

SELL
 -
-76
- 0.69%
$2.57K - $2.87K
11K $448K
May 15, 2025 Q1 2025
Running Point Capital Advisors, LLC

SELL
 -
-82
- 0.52%
$2.77K - $3.1K
15.5K $632K
May 12, 2025 Q1 2025
Maia Wealth LLC

Denver, CO
SELL
 -
-83
- 0.43%
$2.81K - $3.13K
19.2K $779K
May 01, 2025 Q1 2025
Peirce Capital Management, LLC

The Woodlands, TX
SELL
 -
-83
- 0.76%
$2.81K - $3.13K
10.9K $442K
Apr 11, 2025 Q1 2025
Insight Advisors, LLC

Newtown, PA
SELL
 -
-86
- 0.05%
$2.91K - $3.25K
177K $7.18M
Apr 10, 2025 Q1 2025
Apella Capital, LLC

SELL
 -
-90
- 0.2%
$3.05K - $3.4K
45.1K $1.84M
Apr 10, 2025 Q1 2025
Trinity Wealth Management, LLC

SELL
 -
-96
- 0.17%
$3.25K - $3.63K
57.1K $2.32M
Apr 24, 2025 Q1 2025
Alta Wealth Advisors LLC

SELL
 -
-105
- 1.1%
$3.55K - $3.97K
9.43K $383K
Apr 21, 2025 Q1 2025
Castleview Partners, LLC

Dallas, TX
SELL
 -
-119
- 1.41%
$4.03K - $4.49K
8.34K $339K
May 06, 2025 Q1 2025
Morling Financial Advisors, LLC

SELL
 -
-119
- 3.91%
$4.03K - $4.49K
2.93K $119K
May 05, 2025 Q1 2025
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-122
- 1.44%
$4.13K - $4.61K
8.34K $339K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-132
- 24.35%
$4.47K - $4.99K
410 $16.7K
Apr 30, 2025 Q1 2025
Phillips Financial Management, LLC

SELL
 -
-138
- 0.43%
$4.67K - $5.21K
31.8K $1.3M
May 09, 2025 Q1 2025
Argent Trust CO

Nashville, TN
SELL
 -
-140
- 1.6%
$4.74K - $5.29K
8.59K $349K
May 13, 2025 Q1 2025
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-150
- 1.64%
$5.08K - $5.67K
8.97K $365K
Apr 10, 2025 Q1 2025
Accel Wealth Management

SELL
 -
-150
- 1.55%
$5.08K - $5.67K
9.5K $386K
Apr 30, 2025 Q1 2025
Austin Wealth Management, LLC

Austin, TX
SELL
 -
-151
- 1.1%
$5.11K - $5.7K
13.5K $550K
Apr 25, 2025 Q1 2025
Able Financial Group, LLC

Scottsdale, AZ
SELL
 -
-151
- 0.25%
$5.11K - $5.7K
60.4K $2.46M

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