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
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 0.16% |
$343K - $383K
|
6.19M
$252M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10.2K- 5.29% |
$345K - $385K
|
182K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-10.4K- 21.75% |
$351K - $392K
|
37.4K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10.8K- 2.56% |
$366K - $409K
|
413K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10.8K- 21.9% |
$367K - $409K
|
38.6K
$1.57M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-10.9KClosed |
$368K - $410K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.9K- 4.72% |
$368K - $411K
|
220K
$8.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.4K- 8.42% |
$386K - $430K
|
124K
$5.04M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.5K- 25.44% |
$390K - $436K
|
33.8K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.6K- 3.16% |
$392K - $438K
|
355K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 0.75% |
$399K - $446K
|
1.57M
$63.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.8K- 9.97% |
$400K - $446K
|
107K
$4.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12K- 38.93% |
$407K - $455K
|
18.9K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 5.91% |
$421K - $470K
|
198K
$8.06M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-12.5K- 17.2% |
$422K - $471K
|
60.1K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 4.3% |
$424K - $473K
|
279K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 3.9% |
$433K - $483K
|
315K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.9K- 22.97% |
$469K - $523K
|
46.4K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.6K- 16.32% |
$493K - $550K
|
74.6K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14.8K- 6.46% |
$499K - $557K
|
214K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-14.9K- 4.26% |
$504K - $562K
|
334K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-14.9K- 14.27% |
$506K - $564K
|
89.8K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 5.73% |
$512K - $571K
|
249K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.2K- 29.4% |
$515K - $575K
|
36.5K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.3K- 28.88% |
$518K - $579K
|
37.7K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15.8K- 10.99% |
$535K - $598K
|
128K
$5.21M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-16K- 6.98% |
$540K - $603K
|
213K
$8.65M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-16.4K- 11.73% |
$556K - $620K
|
124K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-16.6K- 8.41% |
$562K - $627K
|
181K
$7.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 5.72% |
$571K - $638K
|
278K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-19K- 17.48% |
$643K - $718K
|
89.7K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-19.5K- 65.83% |
$661K - $738K
|
10.1K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-20.5K- 12.02% |
$694K - $775K
|
150K
$6.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21.1K- 15.13% |
$714K - $797K
|
118K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-22.5K- 12.74% |
$761K - $850K
|
154K
$6.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-22.6K- 12.85% |
$764K - $853K
|
153K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23K- 16.44% |
$780K - $870K
|
117K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.4K- 30.52% |
$792K - $884K
|
53.3K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25.9K- 66.92% |
$878K - $980K
|
12.8K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26K- 7.05% |
$879K - $981K
|
342K
$13.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-26.2K- 34.82% |
$887K - $990K
|
49.1K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26.4K- 8.13% |
$894K - $997K
|
298K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 4.28% |
$904K - $1.01M
|
598K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 77.37% |
$906K - $1.01M
|
7.83K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 11.71% |
$912K - $1.02M
|
203K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.8K- 53.9% |
$940K - $1.05M
|
23.8K
$966K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.9K- 66.16% |
$944K - $1.05M
|
14.3K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-29.1K- 72.63% |
$984K - $1.1M
|
11K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-29.1K- 1.03% |
$986K - $1.1M
|
2.81M
$114M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 50.0% |
$1.01M - $1.13M
|
29.9K
$1.22M
|