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 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.53KNew |
$221K - $247K
|
6.53K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
6.44K+ 39.85% |
$218K - $243K
|
22.6K
$900K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.41KNew |
$217K - $242K
|
6.41K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.4KNew |
$217K - $242K
|
6.4K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.34KNew |
$214K - $239K
|
6.34K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.25KNew |
$212K - $236K
|
6.25K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
6.25K+ 68.86% |
$211K - $236K
|
15.3K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07KNew |
$205K - $229K
|
6.07K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.02KNew |
$204K - $227K
|
6.02K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.01KNew |
$203K - $227K
|
6.01K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.95KNew |
$201K - $225K
|
5.95K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
5.8KNew |
$196K - $219K
|
5.8K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.78K+ 6.17% |
$195K - $218K
|
99.4K
$3.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$194K - $217K
|
5.75K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.73K+ 0.51% |
$194K - $216K
|
1.12M
$44.6M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.7K+ 39.24% |
$193K - $215K
|
20.2K
$805K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.6K+ 5.22% |
$189K - $211K
|
113K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
5.58K+ 347.29% |
$189K - $211K
|
7.19K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.55KNew |
$188K - $210K
|
5.55K
$221K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.55KNew |
$188K - $209K
|
5.55K
$221K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.52K+ 2.74% |
$187K - $209K
|
207K
$8.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.51KNew |
$187K - $208K
|
5.51K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.44K+ 3.46% |
$184K - $205K
|
162K
$6.47M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.39KNew |
$182K - $204K
|
5.39K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.34K+ 1.94% |
$181K - $202K
|
281K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 87.0% |
$180K - $201K
|
11.4K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.15K+ 26.73% |
$174K - $195K
|
24.4K
$972K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.07K+ 4698.15% |
$172K - $192K
|
5.18K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.98K+ 31.87% |
$168K - $188K
|
20.6K
$820K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 0.65% |
$168K - $188K
|
772K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.82K+ 389.89% |
$163K - $182K
|
6.06K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.8K+ 18.36% |
$162K - $181K
|
30.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.64K+ 13.15% |
$157K - $175K
|
39.9K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.62K+ 0.83% |
$156K - $174K
|
559K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.62K+ 23.03% |
$156K - $174K
|
24.7K
$982K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.6K+ 7.89% |
$156K - $174K
|
62.9K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.59K+ 1.65% |
$155K - $173K
|
284K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.46KNew |
$151K - $168K
|
4.46K
$178K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.4K+ 7.98% |
$149K - $166K
|
59.5K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.35K+ 19.07% |
$147K - $164K
|
27.2K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.32K+ 36.05% |
$146K - $163K
|
16.3K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4K+ 9.08% |
$135K - $151K
|
48K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.94K+ 2.46% |
$133K - $149K
|
164K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
3.89K+ 2.26% |
$132K - $147K
|
176K
$6.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.88K+ 3.97% |
$131K - $147K
|
101K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 4.35% |
$125K - $140K
|
88.6K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.67K+ 1.48% |
$124K - $139K
|
252K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.56K+ 27.95% |
$121K - $135K
|
16.3K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.55K+ 1.44% |
$120K - $134K
|
250K
$9.96M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 13.66% |
$119K - $132K
|
29.1K
$1.16M
|