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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.35K+ 8.21% |
$113K - $127K
|
44.2K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.31K+ 1.26% |
$112K - $125K
|
266K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.24K+ 1.75% |
$110K - $122K
|
188K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.03K+ 8.3% |
$102K - $114K
|
39.5K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.01K+ 2.08% |
$102K - $114K
|
148K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.98K+ 8.53% |
$101K - $113K
|
37.9K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.76K+ 8.34% |
$93.4K - $104K
|
35.9K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.7KNew |
$91.4K - $102K
|
2.7K
$108K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.69K+ 7.21% |
$90.9K - $101K
|
40K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.67K+ 31.24% |
$90.2K - $101K
|
11.2K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.63K+ 5.53% |
$88.9K - $99.3K
|
50.1K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.61K+ 14.42% |
$88.4K - $98.6K
|
20.7K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.6K+ 5.18% |
$88K - $98.2K
|
52.8K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.52K+ 30.32% |
$85.2K - $95.1K
|
10.8K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.43K+ 31.27% |
$82.3K - $91.8K
|
10.2K
$406K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.35K+ 2.49% |
$79.5K - $88.7K
|
96.7K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.28K+ 2.31% |
$77.1K - $86.1K
|
101K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.24K+ 19.5% |
$75.9K - $84.7K
|
13.7K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 0.03% |
$75.6K - $84.4K
|
7.28M
$290M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
2.23K+ 8.49% |
$75.4K - $84.2K
|
28.5K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 1.72% |
$73.5K - $82K
|
129K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.16K+ 4.1% |
$73.1K - $81.6K
|
54.8K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.15K+ 3.45% |
$72.9K - $81.4K
|
64.6K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.09K+ 5.15% |
$70.8K - $79.1K
|
42.7K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.09K+ 1.22% |
$70.7K - $78.9K
|
174K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 3.84% |
$68.5K - $76.5K
|
54.8K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.02K+ 1.24% |
$68.5K - $76.4K
|
165K
$6.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.99K+ 3.52% |
$67.2K - $75K
|
58.3K
$2.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.85K+ 1.06% |
$62.5K - $69.8K
|
176K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.8KNew |
$60.9K - $68K
|
1.8K
$71.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 22.34% |
$60.1K - $67K
|
9.72K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.73K+ 0.47% |
$58.7K - $65.5K
|
372K
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.7K+ 7.46% |
$57.6K - $64.2K
|
24.5K
$975K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.69K+ 8.1% |
$57.1K - $63.8K
|
22.5K
$897K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.56K+ 2.2% |
$52.8K - $58.9K
|
72.5K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.53K+ 4.04% |
$51.7K - $57.7K
|
39.3K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 4.63% |
$51.2K - $57.1K
|
34.2K
$1.36M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.5K+ 19.03% |
$50.8K - $56.7K
|
9.38K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.45KNew |
$49.1K - $54.8K
|
1.45K
$57.8K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.37K+ 6.09% |
$46.4K - $51.8K
|
23.9K
$951K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.36K+ 7.08% |
$46.1K - $51.5K
|
20.6K
$820K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.34K+ 2.57% |
$45.4K - $50.7K
|
53.5K
$2.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.3K+ 1.67% |
$44.1K - $49.2K
|
79.4K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.3K+ 2.24% |
$43.8K - $48.9K
|
59K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.27K+ 6.51% |
$43K - $48K
|
20.8K
$827K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.24K+ 7.27% |
$42K - $46.9K
|
18.3K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.24K+ 11.84% |
$41.8K - $46.7K
|
11.7K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 23.93% |
$41.8K - $46.6K
|
6.4K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22KNew |
$41.3K - $46.1K
|
1.22K
$48.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.2K+ 5459.09% |
$40.6K - $45.4K
|
1.22K
$48.7K
|