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 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
131KNew |
$4.42M - $4.94M
|
131K
$5.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
127K+ 1029.06% |
$4.29M - $4.79M
|
139K
$5.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
126K+ 181.24% |
$4.28M - $4.77M
|
196K
$7.81M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
125K+ 144.74% |
$4.25M - $4.74M
|
212K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
125KNew |
$4.21M - $4.7M
|
125K
$4.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
122K+ 5.88% |
$4.14M - $4.62M
|
2.2M
$87.6M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
117K+ 1173.05% |
$3.94M - $4.4M
|
127K
$5.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
114K+ 1844.56% |
$3.85M - $4.29M
|
120K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
113K+ 19.69% |
$3.82M - $4.27M
|
687K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
112K+ 19.93% |
$3.79M - $4.23M
|
674K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
112KNew |
$3.78M - $4.21M
|
112K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
109K+ 7.44% |
$3.69M - $4.12M
|
1.58M
$62.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 192.97% |
$3.66M - $4.08M
|
164K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
107K+ 15.03% |
$3.61M - $4.03M
|
817K
$32.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
107K+ 87.89% |
$3.61M - $4.03M
|
228K
$9.08M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
104K+ 15.64% |
$3.51M - $3.91M
|
766K
$30.5M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
101K+ 19516.09% |
$3.41M - $3.8M
|
101K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
95.4KNew |
$3.23M - $3.6M
|
95.4K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
94.9K+ 127.23% |
$3.21M - $3.59M
|
170K
$6.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
92.5K+ 215.73% |
$3.13M - $3.49M
|
135K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
90.7KNew |
$3.07M - $3.43M
|
90.7K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.6K+ 4.89% |
$3.03M - $3.38M
|
1.92M
$76.4M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
89K+ 41.13% |
$3.01M - $3.36M
|
305K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
88.4K+ 334.72% |
$2.99M - $3.34M
|
115K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
87.2KNew |
$2.95M - $3.29M
|
87.2K
$3.47M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.1K+ 36.38% |
$2.61M - $2.91M
|
289K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76.7K+ 2.93% |
$2.6M - $2.9M
|
2.69M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71.7K+ 11.79% |
$2.42M - $2.71M
|
679K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
69.2K+ 114.86% |
$2.34M - $2.61M
|
129K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67KNew |
$2.27M - $2.53M
|
67K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
63.4K+ 17.95% |
$2.15M - $2.39M
|
417K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62K+ 59.75% |
$2.1M - $2.34M
|
166K
$6.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60.2KNew |
$2.04M - $2.27M
|
60.2K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
59.4K+ 72.04% |
$2.01M - $2.24M
|
142K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
58.8K+ 150.93% |
$1.99M - $2.22M
|
97.8K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
55.2K+ 27.23% |
$1.87M - $2.09M
|
258K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54.4K+ 32.91% |
$1.84M - $2.06M
|
220K
$8.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51K+ 108493.62% |
$1.73M - $1.93M
|
51K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
48.9KNew |
$1.65M - $1.85M
|
48.9K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
47.7K+ 24.12% |
$1.62M - $1.8M
|
246K
$9.78M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.7K+ 209.16% |
$1.61M - $1.8M
|
70.5K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
47.5K+ 6.72% |
$1.61M - $1.79M
|
754K
$30M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
47.1K+ 45.0% |
$1.59M - $1.78M
|
152K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46K+ 385.62% |
$1.56M - $1.74M
|
57.9K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
42.8K+ 95.01% |
$1.45M - $1.62M
|
87.8K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
41.7K+ 3.99% |
$1.41M - $1.57M
|
1.09M
$43.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.6K+ 5.01% |
$1.38M - $1.54M
|
852K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.4K+ 652.28% |
$1.37M - $1.53M
|
46.6K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
40K+ 43.69% |
$1.35M - $1.51M
|
131K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
40K+ 55.92% |
$1.35M - $1.51M
|
111K
$4.44M
|