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
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
39.8K+ 247.65% |
$1.35M - $1.5M
|
55.8K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.34M - $1.49M
|
39.5K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.3K+ 54.11% |
$1.29M - $1.44M
|
109K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 43.38% |
$1.27M - $1.42M
|
124K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
37.2K+ 7.32% |
$1.26M - $1.4M
|
545K
$21.7M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36.4K+ 7.24% |
$1.23M - $1.37M
|
539K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
36.1K+ 43.46% |
$1.22M - $1.36M
|
119K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.1K+ 9.94% |
$1.22M - $1.36M
|
399K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
36K+ 167.29% |
$1.22M - $1.36M
|
57.6K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.7K+ 87.13% |
$1.17M - $1.31M
|
74.5K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
34.5KNew |
$1.17M - $1.3M
|
34.5K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.7K+ 2.41% |
$1.11M - $1.23M
|
1.39M
$55.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
32.6K+ 507.58% |
$1.1M - $1.23M
|
39K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.7K+ 7.58% |
$1.07M - $1.2M
|
450K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.4K+ 32.87% |
$1.06M - $1.18M
|
127K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
31.2K+ 27.47% |
$1.05M - $1.18M
|
145K
$5.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
31K+ 13.11% |
$1.05M - $1.17M
|
268K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
30.9K+ 53.27% |
$1.05M - $1.17M
|
89K
$3.54M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
30.5K+ 46.8% |
$1.03M - $1.15M
|
95.7K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
30.5K+ 11.12% |
$1.03M - $1.15M
|
305K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.5K+ 7.88% |
$1.03M - $1.15M
|
418K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29.7K+ 98.33% |
$1M - $1.12M
|
59.9K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29.3K+ 3.96% |
$991K - $1.11M
|
768K
$30.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29K+ 5.35% |
$982K - $1.1M
|
572K
$22.8M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
28.7K+ 4.22% |
$972K - $1.09M
|
710K
$28.3M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28.1K+ 36.88% |
$950K - $1.06M
|
104K
$4.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28K+ 198.55% |
$949K - $1.06M
|
42.2K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.9K+ 6.76% |
$944K - $1.05M
|
440K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 2.22% |
$924K - $1.03M
|
1.26M
$50M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
27.3K+ 31.49% |
$922K - $1.03M
|
114K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.4KNew |
$893K - $997K
|
26.4K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.6KNew |
$868K - $969K
|
25.6K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25.2K+ 8.35% |
$854K - $953K
|
328K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25K+ 12.04% |
$847K - $945K
|
233K
$9.26M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.5KNew |
$830K - $926K
|
24.5K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.2K+ 10.76% |
$820K - $915K
|
249K
$9.93M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
24K+ 4.89% |
$813K - $907K
|
515K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
24K+ 6.77% |
$812K - $907K
|
378K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
23.4K+ 2.45% |
$792K - $884K
|
980K
$39M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
22.4K+ 28.99% |
$757K - $845K
|
99.5K
$3.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2K+ 41.86% |
$750K - $837K
|
75.1K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22.1K+ 442.1% |
$749K - $836K
|
27.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21.9K+ 5.72% |
$742K - $828K
|
405K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
21.8K+ 8.86% |
$739K - $824K
|
268K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
21.8K+ 6.37% |
$737K - $823K
|
364K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
21.8KNew |
$737K - $822K
|
21.8K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 0.93% |
$737K - $822K
|
2.36M
$93.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
21.5K+ 66.86% |
$729K - $813K
|
53.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.1K+ 3.88% |
$715K - $798K
|
566K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.1K+ 76.8% |
$713K - $796K
|
48.5K
$1.93M
|