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 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 11.95% |
$129K - $144K
|
28K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 6.17% |
$130K - $145K
|
58.5K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.91K- 8.96% |
$132K - $148K
|
39.7K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-4.05K- 4.02% |
$137K - $153K
|
96.6K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.16K- 0.41% |
$141K - $157K
|
1.02M
$41.3M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.18K- 4.82% |
$141K - $158K
|
82.5K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-4.19K- 33.37% |
$142K - $158K
|
8.36K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 4.53% |
$143K - $160K
|
89.1K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-4.41K- 8.66% |
$149K - $167K
|
46.5K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.44K- 2.67% |
$150K - $168K
|
162K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.55K- 27.32% |
$154K - $172K
|
12.1K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.56K- 9.52% |
$154K - $172K
|
43.4K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.67K- 3.44% |
$158K - $176K
|
131K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.86K- 13.28% |
$165K - $184K
|
31.8K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-4.92K- 1.37% |
$167K - $186K
|
353K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.94K- 4.9% |
$167K - $187K
|
95.9K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.17K- 44.02% |
$175K - $195K
|
6.57K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.18K- 1.2% |
$175K - $196K
|
426K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.47K- 14.12% |
$185K - $207K
|
33.3K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-5.58K- 77.64% |
$189K - $211K
|
1.61K
$65.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.77K- 3.55% |
$195K - $218K
|
157K
$6.37M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-5.85K- 39.86% |
$198K - $221K
|
8.83K
$359K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.15K- 10.6% |
$208K - $232K
|
51.8K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.51K- 8.5% |
$220K - $246K
|
70.1K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-6.52K- 2.57% |
$221K - $246K
|
247K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.63K- 3.3% |
$224K - $250K
|
194K
$7.9M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.64K- 4.39% |
$225K - $251K
|
144K
$5.87M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.77K- 6.41% |
$229K - $256K
|
98.8K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-6.83K- 2.37% |
$231K - $258K
|
282K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.1K- 8.36% |
$240K - $268K
|
77.8K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-7.12K- 22.41% |
$241K - $269K
|
24.6K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-7.14K- 30.36% |
$242K - $270K
|
16.4K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-7.28K- 20.92% |
$246K - $275K
|
27.5K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.34K- 15.59% |
$248K - $277K
|
39.7K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.36K- 4.23% |
$249K - $278K
|
166K
$6.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7.44K- 1.3% |
$252K - $281K
|
566K
$23M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-7.86K- 8.24% |
$266K - $297K
|
87.5K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8K- 20.1% |
$271K - $302K
|
31.8K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.14K- 2.88% |
$276K - $308K
|
274K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.21K- 9.43% |
$278K - $310K
|
78.8K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-8.26K- 12.94% |
$280K - $312K
|
55.6K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 0.82% |
$282K - $315K
|
1.02M
$41.3M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-8.42KClosed |
$285K - $318K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.43K- 8.34% |
$285K - $318K
|
92.7K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-8.54K- 18.38% |
$289K - $323K
|
37.9K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.59K- 26.42% |
$291K - $325K
|
23.9K
$973K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-8.66K- 3.25% |
$293K - $327K
|
258K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.95K- 4.73% |
$303K - $338K
|
180K
$7.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8.98K- 10.93% |
$304K - $339K
|
73.1K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-9.01K- 3.47% |
$305K - $340K
|
251K
$10.2M
|