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 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$28K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 0.89% |
$5.75K - $6.42K
|
18.9K
$770K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 47.01% |
$5.85K - $6.53K
|
195
$7.93K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.71K
|
31.4K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-205- 1.53% |
$6.94K - $7.74K
|
13.2K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-215- 0.97% |
$7.28K - $8.12K
|
22K
$895K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-216- 0.81% |
$7.31K - $8.16K
|
26.6K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-219- 0.85% |
$7.41K - $8.27K
|
25.4K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-220- 2.03% |
$7.44K - $8.31K
|
10.6K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-241- 2.4% |
$8.16K - $9.1K
|
9.8K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 9.51% |
$8.46K - $9.44K
|
2.38K
$96.7K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-258- 1.06% |
$8.73K - $9.74K
|
24K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-262- 19.94% |
$8.87K - $9.9K
|
1.05K
$42.8K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-278- 3.11% |
$9.41K - $10.5K
|
8.66K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-282- 1.01% |
$9.54K - $10.7K
|
27.7K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-292- 2.94% |
$9.88K - $11K
|
9.63K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-315- 1.78% |
$10.7K - $11.9K
|
17.3K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 0.89% |
$11K - $12.3K
|
36.2K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-347- 0.56% |
$11.7K - $13.1K
|
61.5K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-381- 0.46% |
$12.9K - $14.4K
|
83.3K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-383- 1.42% |
$13K - $14.5K
|
26.6K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-389- 0.1% |
$13.2K - $14.7K
|
376K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-397- 3.17% |
$13.4K - $15K
|
12.1K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 4.52% |
$13.5K - $15.1K
|
8.46K
$344K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-405- 0.5% |
$13.7K - $15.3K
|
80K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-414- 0.61% |
$14K - $15.6K
|
67.3K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-419- 5.65% |
$14.2K - $15.8K
|
7K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 6.94% |
$15.2K - $17K
|
6.04K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-459- 2.48% |
$15.5K - $17.3K
|
18K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-474- 4.88% |
$16K - $17.9K
|
9.25K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-478- 3.81% |
$16.2K - $18.1K
|
12.1K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-482- 0.24% |
$16.3K - $18.2K
|
199K
$8.1M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-495- 66.71% |
$16.8K - $18.7K
|
247
$10K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-521- 4.59% |
$17.6K - $19.7K
|
10.8K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-524- 4.38% |
$17.7K - $19.8K
|
11.5K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-528- 6.16% |
$17.9K - $19.9K
|
8.04K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-557- 7.52% |
$18.8K - $21K
|
6.85K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-558- 0.42% |
$18.9K - $21.1K
|
132K
$5.38M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-560- 2.78% |
$19K - $21.2K
|
19.6K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-587- 1.06% |
$19.9K - $22.2K
|
54.8K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-588- 1.07% |
$19.9K - $22.2K
|
54.1K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-624- 3.47% |
$21.1K - $23.6K
|
17.4K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-644- 5.62% |
$21.8K - $24.3K
|
10.8K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-649- 7.98% |
$22K - $24.5K
|
7.48K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-650- 2.56% |
$22K - $24.6K
|
24.7K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-651- 6.55% |
$22K - $24.6K
|
9.29K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-657- 2.55% |
$22.2K - $24.8K
|
25.1K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-659- 2.62% |
$22.3K - $24.9K
|
24.5K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-684- 5.13% |
$23.1K - $25.8K
|
12.6K
$514K
|