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 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.2K+ 4.14% |
$40.4K - $45.1K
|
30K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.18K+ 5.54% |
$40K - $44.6K
|
22.5K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
1.16K+ 16.58% |
$39.4K - $43.9K
|
8.18K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.13K+ 1.8% |
$38.4K - $42.8K
|
64.2K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12K+ 2.26% |
$37.8K - $42.2K
|
50.4K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.09K+ 9.61% |
$36.7K - $41K
|
12.4K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.08K+ 7.26% |
$36.4K - $40.7K
|
15.9K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.06K+ 10.04% |
$35.8K - $40K
|
11.6K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.04K+ 4.37% |
$35.3K - $39.4K
|
24.9K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1K+ 2.16% |
$33.8K - $37.8K
|
47.3K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
985+ 3.57% |
$33.3K - $37.2K
|
28.6K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
943+ 1.95% |
$31.9K - $35.6K
|
49.4K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
940+ 12.47% |
$31.8K - $35.5K
|
8.48K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
865+ 57.59% |
$29.3K - $32.7K
|
2.37K
$94.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
850+ 0.82% |
$28.8K - $32.1K
|
104K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
820+ 8.15% |
$27.7K - $31K
|
10.9K
$433K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
817New |
$27.6K - $30.9K
|
817
$32.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
784+ 10.4% |
$26.5K - $29.6K
|
8.32K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
749New |
$25.3K - $28.3K
|
749
$29.8K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
741New |
$25.1K - $28K
|
741
$29.5K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
726+ 1.29% |
$24.6K - $27.4K
|
57.2K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
711New |
$24.1K - $26.9K
|
711
$28.3K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
676+ 1.79% |
$22.9K - $25.5K
|
38.4K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
632New |
$21.4K - $23.9K
|
632
$25.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
625New |
$21.2K - $23.6K
|
625
$24.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
625+ 1.64% |
$21.2K - $23.6K
|
38.7K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
603+ 0.13% |
$20.4K - $22.8K
|
459K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
600+ 1.83% |
$20.3K - $22.7K
|
33.5K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
592+ 9.31% |
$20K - $22.4K
|
6.95K
$277K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
580New |
$19.6K - $21.9K
|
580
$23.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
577+ 4.64% |
$19.5K - $21.8K
|
13K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
557New |
$18.8K - $21K
|
557
$22.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
552+ 1.66% |
$18.7K - $20.8K
|
33.8K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
542+ 7.28% |
$18.3K - $20.5K
|
7.98K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
472+ 5.81% |
$16K - $17.8K
|
8.6K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
469New |
$15.9K - $17.7K
|
469
$18.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
468+ 4.15% |
$15.8K - $17.7K
|
11.7K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
465New |
$15.7K - $17.6K
|
465
$18.5K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
449+ 0.24% |
$15.2K - $17K
|
186K
$7.42M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
422+ 5.55% |
$14.3K - $15.9K
|
8.03K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
409+ 1.46% |
$13.8K - $15.4K
|
28.5K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
397+ 3.17% |
$13.4K - $15K
|
12.9K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
379+ 2.33% |
$12.8K - $14.3K
|
16.6K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
367New |
$12.4K - $13.9K
|
367
$14.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
344+ 18.06% |
$11.6K - $13K
|
2.25K
$89.5K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
328+ 0.57% |
$11.1K - $12.4K
|
57.6K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
319+ 1.97% |
$10.8K - $12K
|
16.5K
$656K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
308+ 0.3% |
$10.4K - $11.6K
|
104K
$4.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
288+ 0.52% |
$9.75K - $10.9K
|
55.3K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
288+ 5.7% |
$9.75K - $10.9K
|
5.34K
$213K
|