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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23K- 16.44% |
$780K - $870K
|
117K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.4K- 30.52% |
$792K - $884K
|
53.3K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25.9K- 66.92% |
$878K - $980K
|
12.8K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26K- 7.05% |
$879K - $981K
|
342K
$15M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-26.2K- 34.82% |
$887K - $990K
|
49.1K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26.4K- 8.13% |
$894K - $997K
|
298K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 4.28% |
$904K - $1.01M
|
598K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 77.37% |
$906K - $1.01M
|
7.83K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 11.71% |
$912K - $1.02M
|
203K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.8K- 53.9% |
$940K - $1.05M
|
23.8K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.9K- 66.16% |
$944K - $1.05M
|
14.3K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-29.1K- 72.63% |
$984K - $1.1M
|
11K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-29.1K- 1.03% |
$986K - $1.1M
|
2.81M
$123M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 50.0% |
$1.01M - $1.13M
|
29.9K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-30K- 3.32% |
$1.02M - $1.13M
|
872K
$38.2M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-30.3K- 28.57% |
$1.02M - $1.14M
|
75.7K
$3.31M
|
|
|
Nov 06, 2025
Q1 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-30.7K- 24.41% |
$1.04M - $1.16M
|
94.9K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-31K- 65.18% |
$1.05M - $1.17M
|
16.6K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-33K- 2.38% |
$1.12M - $1.25M
|
1.36M
$59.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.3K- 59.32% |
$1.13M - $1.26M
|
22.8K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-33.4K- 15.16% |
$1.13M - $1.26M
|
187K
$8.18M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-33.8K- 21.05% |
$1.14M - $1.28M
|
127K
$5.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-37.3K- 20.39% |
$1.26M - $1.41M
|
146K
$6.38M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-38.9K- 22.37% |
$1.32M - $1.47M
|
135K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40.8K- 85.42% |
$1.38M - $1.54M
|
6.96K
$304K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-41K- 34.01% |
$1.39M - $1.55M
|
79.5K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-41.7K- 5.57% |
$1.41M - $1.58M
|
707K
$30.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-43.6K- 14.37% |
$1.47M - $1.65M
|
260K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-44.9K- 5.02% |
$1.52M - $1.7M
|
850K
$37.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-46.3K- 42.99% |
$1.57M - $1.75M
|
61.4K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-48.9K- 21.28% |
$1.65M - $1.85M
|
181K
$7.92M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-49.6K- 21.98% |
$1.68M - $1.87M
|
176K
$7.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-50K- 75.45% |
$1.69M - $1.89M
|
16.3K
$712K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53K- 62.35% |
$1.79M - $2M
|
32K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-53.5K- 77.83% |
$1.81M - $2.02M
|
15.2K
$666K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-56.8K- 5.69% |
$1.92M - $2.14M
|
941K
$41.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57.8K- 5.01% |
$1.96M - $2.18M
|
1.1M
$48M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-59.4K- 14.97% |
$2.01M - $2.24M
|
337K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-62.4K- 59.21% |
$2.11M - $2.36M
|
43K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-62.4K- 24.6% |
$2.11M - $2.36M
|
191K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62.7K- 70.78% |
$2.12M - $2.37M
|
25.9K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.5K- 4.18% |
$2.18M - $2.44M
|
1.48M
$64.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-65.5K- 0.21% |
$2.22M - $2.47M
|
31.6M
$1.38B
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-69K- 7.33% |
$2.33M - $2.6M
|
871K
$38.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70.1K- 10.46% |
$2.37M - $2.65M
|
600K
$26.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-72.1K- 88.95% |
$2.44M - $2.72M
|
8.96K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-75.2K- 4.51% |
$2.55M - $2.84M
|
1.59M
$69.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91.1K- 3.75% |
$3.08M - $3.44M
|
2.34M
$102M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-98.5K- 10.1% |
$3.33M - $3.72M
|
877K
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-101K- 87.94% |
$3.43M - $3.82M
|
13.9K
$608K
|