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 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 17.06% |
$703K - $785K
|
143K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.7K+ 32.62% |
$701K - $783K
|
84.3K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.6K+ 99.86% |
$698K - $779K
|
41.3K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
20.2K+ 5.46% |
$685K - $765K
|
391K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
20.1K+ 6.98% |
$679K - $758K
|
308K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20K+ 4.95% |
$677K - $756K
|
425K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20K+ 52.52% |
$675K - $754K
|
57.9K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
19.9K+ 29.9% |
$672K - $750K
|
86.3K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
19.9K+ 100.2% |
$672K - $750K
|
39.7K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
19.8K+ 6.66% |
$669K - $746K
|
317K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.8KNew |
$635K - $709K
|
18.8K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
18.7K+ 19.03% |
$631K - $705K
|
117K
$4.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
18.6K+ 17.6% |
$629K - $702K
|
124K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.4K+ 37.65% |
$624K - $696K
|
67.4K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.3K+ 93.85% |
$620K - $692K
|
37.9K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.1K+ 6.79% |
$613K - $685K
|
285K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
18K+ 7.36% |
$609K - $679K
|
262K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
17.7K+ 66.82% |
$600K - $670K
|
44.3K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 11.51% |
$583K - $650K
|
167K
$6.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.1K+ 9.36% |
$578K - $645K
|
199K
$7.94M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.7K+ 9.4% |
$564K - $629K
|
194K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16.5K+ 9.73% |
$557K - $622K
|
186K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.4K+ 5.79% |
$555K - $619K
|
300K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.9KNew |
$538K - $600K
|
15.9K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.6K+ 5.16% |
$529K - $590K
|
319K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 19.35% |
$525K - $586K
|
95.7K
$3.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 62.31% |
$520K - $580K
|
40K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15.3K+ 16.04% |
$519K - $579K
|
111K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
15K+ 192.06% |
$508K - $567K
|
22.8K
$908K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.8K+ 18.92% |
$501K - $560K
|
93.2K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
14.4K+ 2.18% |
$489K - $546K
|
677K
$27M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
14.3K+ 2.98% |
$485K - $541K
|
494K
$19.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.6K+ 67.26% |
$460K - $514K
|
33.8K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13.4K+ 147.76% |
$453K - $505K
|
22.4K
$893K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 3.91% |
$443K - $494K
|
348K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13KNew |
$440K - $491K
|
13K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.9K+ 5.85% |
$437K - $488K
|
234K
$9.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
12.5K+ 5.7% |
$423K - $473K
|
232K
$9.23M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.4K+ 58.13% |
$418K - $467K
|
33.6K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.3K+ 0.35% |
$415K - $463K
|
3.49M
$139M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
12.2K+ 182.54% |
$412K - $460K
|
18.8K
$750K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.1K+ 18.04% |
$409K - $456K
|
79K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.1K+ 47.37% |
$408K - $455K
|
37.5K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12K+ 8.47% |
$407K - $454K
|
154K
$6.13M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
12KNew |
$405K - $452K
|
12K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
11.9K+ 13.23% |
$402K - $449K
|
102K
$4.05M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11.7K+ 4.18% |
$395K - $441K
|
291K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 15.97% |
$394K - $440K
|
84.6K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.8K+ 54.97% |
$366K - $408K
|
30.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.8KNew |
$364K - $406K
|
10.8K
$428K
|