Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
319
+ 1.97%
$10.8K - $12K
16.5K $670K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
308
+ 0.3%
$10.4K - $11.6K
104K $4.23M
Apr 15, 2025 Q1 2025
Paladin Advisory Group, LLC

BUY
 -
288
+ 0.52%
$9.75K - $10.9K
55.3K $2.25M
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
288
+ 5.7%
$9.75K - $10.9K
5.34K $217K
Apr 23, 2025 Q1 2025
Sequoia Financial Advisors, LLC

BUY
 -
285
+ 1.36%
$9.64K - $10.8K
21.2K $863K
Apr 30, 2025 Q1 2025
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
261
+ 1.03%
$8.83K - $9.86K
25.7K $1.04M
Apr 29, 2025 Q1 2025
Vested Financial Planning, LLC

San Carlos, CA
BUY
 -
258
+ 0.2%
$8.73K - $9.74K
131K $5.31M
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
246
+ 4.09%
$8.32K - $9.29K
6.26K $255K
Apr 28, 2025 Q1 2025
Keybank National Association

BUY
 -
245
+ 1.35%
$8.29K - $9.25K
18.4K $749K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
240
New
$8.12K - $9.06K
240 $9.76K
May 08, 2025 Q1 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
204
+ 0.75%
$6.9K - $7.71K
27.3K $1.11M
May 06, 2025 Q1 2025
Orin Green Financial, LLC

BUY
 -
184
+ 0.09%
$6.23K - $6.95K
202K $8.23M
Apr 10, 2025 Q1 2025
Warren Street Wealth Advisors, LLC

BUY
 -
178
+ 1.58%
$6.02K - $6.72K
11.5K $466K
May 12, 2025 Q1 2025
Ballast, Inc.

BUY
 -
174
+ 2.45%
$5.89K - $6.57K
7.26K $295K
May 09, 2025 Q1 2025
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
170
+ 1.82%
$5.75K - $6.42K
9.52K $387K
May 01, 2025 Q1 2025
Northwest Capital Management Inc

BUY
 -
163
+ 2.1%
$5.52K - $6.16K
7.94K $323K
May 27, 2025 Q1 2025
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
153
+ 1.72%
$5.18K - $5.78K
9.07K $369K
Apr 08, 2025 Q1 2025
Lantz Financial LLC

BUY
 -
149
+ 1.09%
$5.04K - $5.63K
13.8K $563K
May 15, 2025 Q1 2025
First Manhattan CO

New York, NY
BUY
 -
145
+ 0.33%
$4.91K - $5.48K
44.6K $1.81M
May 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
143
+ 157.14%
$4.84K - $5.4K
234 $9.52K
Apr 08, 2025 Q1 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
134
+ 0.7%
$4.53K - $5.06K
19.3K $786K
May 16, 2025 Q1 2025
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
131
+ 0.92%
$4.43K - $4.95K
14.4K $585K
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

BUY
 -
130
New
$4.4K - $4.91K
130 $5.29K
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
128
New
$4.33K - $4.83K
128 $5.21K
Apr 25, 2025 Q1 2025
Westside Investment Management, Inc.

BUY
 -
125
+ 4.36%
$4.23K - $4.72K
2.99K $122K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
105
New
$3.55K - $3.97K
105 $4.27K
May 21, 2025 Q1 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
100
+ 1.07%
$3.38K - $3.78K
9.45K $384K
Apr 21, 2025 Q1 2025
Psi Advisors, LLC

BUY
 -
100
+ 12.61%
$3.38K - $3.78K
893 $36.3K
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
92
New
$3.11K - $3.47K
92 $3.74K
Apr 25, 2025 Q1 2025
Bck Partners, Inc.

BUY
 -
89
+ 0.59%
$3.01K - $3.36K
15.2K $620K
May 09, 2025 Q1 2025
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
89
+ 1.3%
$3.01K - $3.36K
6.95K $283K
May 14, 2025 Q1 2025
Smith, Moore & Co.

Clayton, MO
BUY
 -
81
+ 0.76%
$2.74K - $3.06K
10.8K $439K
May 13, 2025 Q1 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
79
New
$2.67K - $2.98K
79 $3.21K
Apr 28, 2025 Q1 2025
Onyx Bridge Wealth Group LLC

BUY
 -
72
+ 0.86%
$2.44K - $2.72K
8.43K $343K
May 05, 2025 Q1 2025
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
69
+ 0.54%
$2.33K - $2.61K
12.9K $524K
May 01, 2025 Q1 2025
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
62
New
$2.1K - $2.34K
62 $2.52K
Apr 25, 2025 Q1 2025
K2 Financial Inc.

Glendora, CA
BUY
 -
59
+ 0.96%
$2K - $2.23K
6.22K $253K
Apr 24, 2025 Q1 2025
Transcend Capital Advisors, LLC

BUY
 -
56
+ 0.87%
$1.9K - $2.12K
6.5K $264K
Apr 10, 2025 Q1 2025
Better Money Decisions, LLC

BUY
 -
55
+ 0.15%
$1.86K - $2.08K
36.3K $1.48M
Apr 15, 2025 Q1 2025
Balanced Wealth Group LLC

Westlake, OH
BUY
 -
55
+ 0.28%
$1.86K - $2.08K
19.8K $803K
Apr 30, 2025 Q1 2025
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
46
+ 0.53%
$1.56K - $1.74K
8.67K $353K
May 30, 2025 Q1 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
45
+ 0.05%
$1.52K - $1.7K
97.9K $3.98M
May 12, 2025 Q1 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
36
+ 1.14%
$1.22K - $1.36K
3.19K $130K
May 12, 2025 Q1 2025
Covestor LTD

Boston, MA
BUY
 -
36
+ 6.37%
$1.22K - $1.36K
601 $24.4K
May 13, 2025 Q1 2025
M Holdings Securities, Inc.

Portland, OR
BUY
 -
34
+ 0.19%
$1.15K - $1.28K
17.6K $715K
May 15, 2025 Q1 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
30
New
$1.02K - $1.13K
30 $1.22K
May 02, 2025 Q1 2025
Wealthfront Advisers LLC

BUY
 -
28
+ 0.27%
$948 - $1.06K
10.5K $429K
Apr 21, 2025 Q1 2025
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
27
+ 2.42%
$914 - $1.02K
1.15K $46.6K
Apr 23, 2025 Q1 2025
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
26
+ 0.22%
$880 - $982
11.9K $485K

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