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
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-310K- 25.75% |
$10.5M - $11.7M
|
895K
$35.6M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-377K- 84.21% |
$12.8M - $14.2M
|
70.7K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-399K- 95.69% |
$13.5M - $15.1M
|
18K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-401K- 14.69% |
$13.6M - $15.1M
|
2.33M
$92.7M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-465K- 3.49% |
$15.7M - $17.6M
|
12.9M
$512M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-487K- 10.84% |
$16.5M - $18.4M
|
4.01M
$160M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-517K- 19.91% |
$17.5M - $19.5M
|
2.08M
$82.7M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-519K- 8.74% |
$17.6M - $19.6M
|
5.42M
$216M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-633K- 9.19% |
$21.4M - $23.9M
|
6.25M
$249M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-647K- 12.58% |
$21.9M - $24.4M
|
4.5M
$179M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-682K- 73.37% |
$23.1M - $25.8M
|
247K
$9.85M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-796K- 15.26% |
$27M - $30.1M
|
4.42M
$176M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-824K- 68.45% |
$27.9M - $31.1M
|
380K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.33M- 92.2% |
$45.1M - $50.3M
|
113K
$4.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.52M- 41.98% |
$51.5M - $57.5M
|
2.11M
$83.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.53M- 2.3% |
$51.9M - $58M
|
65.2M
$2.6B
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.79M- 40.58% |
$60.5M - $67.5M
|
2.62M
$104M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.95M- 79.39% |
$66M - $73.7M
|
507K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.77M- 97.25% |
$331M - $369M
|
276K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-16.8M- 76.54% |
$569M - $636M
|
5.16M
$205M
|