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 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.7K+ 1.82% |
$363K - $405K
|
601K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.6K+ 156.35% |
$358K - $399K
|
17.3K
$690K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
10.4K+ 1.51% |
$353K - $394K
|
704K
$28M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.4KNew |
$352K - $393K
|
10.4K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.89KNew |
$335K - $374K
|
9.89K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.77K+ 9.17% |
$331K - $369K
|
116K
$4.63M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.7K+ 5.53% |
$328K - $366K
|
185K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.66K+ 7.44% |
$327K - $365K
|
140K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.29KNew |
$314K - $351K
|
9.29K
$370K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
9.24KNew |
$313K - $349K
|
9.24K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.21KNew |
$311K - $348K
|
9.21K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
9.19KNew |
$311K - $347K
|
9.19K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.14K+ 1.13% |
$309K - $345K
|
815K
$32.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.08K+ 95.96% |
$307K - $343K
|
18.5K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.03K+ 73.64% |
$306K - $341K
|
21.3K
$848K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.95K+ 3.92% |
$303K - $338K
|
237K
$9.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
8.6K+ 1.1% |
$291K - $325K
|
787K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.53K+ 130.27% |
$289K - $322K
|
15.1K
$600K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
8.33K+ 1.61% |
$282K - $315K
|
526K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.07K+ 4.57% |
$273K - $305K
|
185K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
7.99K+ 7.46% |
$270K - $302K
|
115K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.95K+ 9.21% |
$269K - $300K
|
94.3K
$3.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$268K - $299K
|
7.92K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.88K+ 380.72% |
$267K - $298K
|
9.95K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.84K+ 113.37% |
$265K - $296K
|
14.8K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.84K+ 34.57% |
$265K - $296K
|
30.5K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.72KNew |
$261K - $291K
|
7.72K
$307K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
7.68K+ 14.9% |
$260K - $290K
|
59.2K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$257K - $287K
|
7.59K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
7.42KNew |
$251K - $280K
|
7.42K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.3K+ 5.05% |
$247K - $276K
|
152K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.25K+ 76.07% |
$245K - $274K
|
16.8K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 17.69% |
$244K - $272K
|
48K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.2K+ 19.87% |
$244K - $272K
|
43.5K
$1.73M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.18K+ 0.79% |
$243K - $271K
|
918K
$36.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.1KNew |
$240K - $268K
|
7.1K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
7KNew |
$237K - $264K
|
7K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.9K+ 3.66% |
$233K - $261K
|
195K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.84K+ 3.03% |
$232K - $258K
|
233K
$9.26M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.82K+ 0.74% |
$231K - $258K
|
924K
$36.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.76K+ 40.08% |
$229K - $255K
|
23.6K
$941K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6.73KNew |
$228K - $254K
|
6.73K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.7K+ 149.09% |
$227K - $253K
|
11.2K
$446K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.69K+ 8.62% |
$226K - $253K
|
84.3K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 1356.3% |
$226K - $252K
|
7.17K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.66K+ 5.47% |
$225K - $251K
|
128K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.64KNew |
$225K - $251K
|
6.64K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.6K+ 40.7% |
$223K - $249K
|
22.8K
$908K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.55KNew |
$222K - $247K
|
6.55K
$261K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$221K - $247K
|
6.54K
$260K
|