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 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-703- 0.45% |
$23.8K - $26.6K
|
155K
$6.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-705- 3.19% |
$23.9K - $26.6K
|
21.4K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-712- 1.14% |
$24.1K - $26.9K
|
61.7K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-715- 10.35% |
$24.2K - $27K
|
6.19K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-726- 15.41% |
$24.6K - $27.4K
|
3.99K
$162K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-731- 4.17% |
$24.7K - $27.6K
|
16.8K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-733- 1.79% |
$24.8K - $27.7K
|
40.3K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-748- 2.73% |
$25.3K - $28.3K
|
26.7K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-751- 0.48% |
$25.4K - $28.4K
|
156K
$6.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-758- 3.77% |
$25.7K - $28.6K
|
19.3K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-759- 2.94% |
$25.7K - $28.7K
|
25.1K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-776- 13.75% |
$26.3K - $29.3K
|
4.87K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-788- 11.55% |
$26.7K - $29.8K
|
6.04K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-801- 6.33% |
$27.1K - $30.3K
|
11.9K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-819- 12.77% |
$27.7K - $30.9K
|
5.59K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-826- 3.03% |
$28K - $31.2K
|
26.4K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-832- 6.16% |
$28.2K - $31.4K
|
12.7K
$515K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-841- 3.79% |
$28.5K - $31.8K
|
21.4K
$869K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-898- 1.64% |
$30.4K - $33.9K
|
54K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-910- 2.85% |
$30.8K - $34.4K
|
31K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-914- 0.89% |
$30.9K - $34.5K
|
102K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-933- 3.32% |
$31.6K - $35.2K
|
27.2K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-940- 5.48% |
$31.8K - $35.5K
|
16.2K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-960- 9.3% |
$32.5K - $36.3K
|
9.36K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-984- 3.4% |
$33.3K - $37.2K
|
27.9K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1K- 1.36% |
$33.9K - $37.8K
|
72.7K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.01K- 4.04% |
$34.1K - $38K
|
23.9K
$972K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 11.31% |
$34.3K - $38.3K
|
7.94K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.06K- 4.32% |
$35.9K - $40K
|
23.5K
$956K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.07K- 2.84% |
$36.2K - $40.4K
|
36.6K
$1.49M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 0.19% |
$36.3K - $40.6K
|
577K
$23.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.08K- 11.56% |
$36.4K - $40.6K
|
8.23K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08K- 5.56% |
$36.6K - $40.9K
|
18.4K
$747K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.08K- 6.32% |
$36.7K - $40.9K
|
16.1K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.13K- 3.52% |
$38.2K - $42.6K
|
30.9K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 14.31% |
$38.2K - $42.7K
|
6.77K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.17K- 1.81% |
$39.6K - $44.2K
|
63.6K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.26K- 4.46% |
$42.7K - $47.6K
|
27K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 19.29% |
$43.6K - $48.7K
|
5.39K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.29K- 15.6% |
$43.8K - $48.9K
|
7K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.3K- 18.85% |
$44K - $49.1K
|
5.59K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.32K- 0.62% |
$44.8K - $50K
|
214K
$8.7M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.33K- 13.55% |
$45.1K - $50.3K
|
8.5K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.36K- 16.31% |
$46K - $51.3K
|
6.97K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 0.99% |
$46K - $51.4K
|
137K
$5.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 5.86% |
$46.5K - $51.9K
|
22.1K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.4K- 9.01% |
$47.3K - $52.8K
|
14.1K
$574K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.42K- 14.55% |
$48K - $53.6K
|
8.33K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.43K- 5.58% |
$48.2K - $53.8K
|
24.1K
$980K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-1.48K- 1.93% |
$50K - $55.9K
|
75.3K
$3.06M
|