Purchases and Sales Made in Q2 2025 in Spdr Index Shs Fds (QWLD)
This table provides information about the institutional ownership of Spdr Index Shs Fds (QWLD) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.61KNew |
$989K - $1.16M
|
8.61K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.69KNew |
$768K - $902K
|
6.69K
$898K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.5KNew |
$746K - $876K
|
6.5K
$873K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.31K+ 14.06% |
$380K - $446K
|
26.8K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
780+ 9.12% |
$89.5K - $105K
|
9.33K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
711New |
$81.6K - $95.9K
|
711
$95.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
686+ 6.77% |
$78.7K - $92.5K
|
10.8K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400+ 115.94% |
$45.9K - $54K
|
745
$100K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 2.63% |
$37K - $43.4K
|
12.6K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
255+ 71.83% |
$29.3K - $34.4K
|
610
$81.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
145+ 1.61% |
$16.6K - $19.6K
|
9.13K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
121+ 3.97% |
$13.9K - $16.3K
|
3.17K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.27% |
$3.9K - $4.59K
|
12.7K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.28% |
$1.84K - $2.16K
|
5.77K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12+ 0.75% |
$1.38K - $1.62K
|
1.61K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$574 - $674
|
5
$672
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 0.62% |
$918 - $1.08K
|
1.28K
$172K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20- 0.16% |
$2.3K - $2.7K
|
12.4K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22- 0.1% |
$2.53K - $2.97K
|
21.7K
$2.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.6% |
$2.75K - $3.24K
|
4K
$538K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-229- 0.96% |
$26.3K - $30.9K
|
23.6K
$3.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.12K- 5.56% |
$244K - $286K
|
36.1K
$4.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.83K- 21.46% |
$324K - $381K
|
10.3K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-23.2K- 92.04% |
$2.66M - $3.13M
|
2.01K
$269K
|