Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.57MNew |
$51.1M - $63.8M
|
1.57M
$64.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.35MNew |
$44.1M - $55M
|
1.35M
$55.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.28MNew |
$41.7M - $52M
|
1.28M
$52.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.23M+ 428.03% |
$40M - $49.9M
|
1.51M
$62.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.21M+ 9.36% |
$39.6M - $49.4M
|
14.2M
$585M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
407K+ 145.98% |
$13.3M - $16.6M
|
686K
$28.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
301K+ 37.34% |
$9.83M - $12.3M
|
1.11M
$45.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
240K+ 206.03% |
$7.83M - $9.76M
|
356K
$14.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
155K+ 9.36% |
$5.07M - $6.33M
|
1.81M
$74.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
152K+ 61.82% |
$4.96M - $6.19M
|
398K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
150K+ 90.87% |
$4.91M - $6.13M
|
316K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
147K+ 27.42% |
$4.8M - $5.99M
|
683K
$28.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
140K+ 311.22% |
$4.59M - $5.72M
|
186K
$7.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
126K+ 42.4% |
$4.13M - $5.15M
|
425K
$17.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
125KNew |
$4.08M - $5.09M
|
125K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117K+ 230.17% |
$3.84M - $4.79M
|
169K
$6.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
115K+ 17.2% |
$3.76M - $4.69M
|
784K
$32.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
104KNew |
$3.41M - $4.26M
|
104K
$4.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102K+ 9.38% |
$3.33M - $4.15M
|
1.19M
$49M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$25.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
90.6K+ 5.18% |
$2.96M - $3.69M
|
1.84M
$75.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
89KNew |
$2.91M - $3.63M
|
89K
$3.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
80.7K+ 97.81% |
$2.63M - $3.29M
|
163K
$6.72M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
70.5KNew |
$2.3M - $2.87M
|
70.5K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
67.6K+ 15.35% |
$2.21M - $2.75M
|
508K
$20.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
65K+ 6.9% |
$2.12M - $2.65M
|
1.01M
$41.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.2K+ 21.17% |
$1.97M - $2.45M
|
345K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
55.9K+ 17.65% |
$1.83M - $2.28M
|
373K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54.5K+ 15.38% |
$1.78M - $2.22M
|
409K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
48.2K+ 430.01% |
$1.57M - $1.96M
|
59.4K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
42.9K+ 34.62% |
$1.4M - $1.75M
|
167K
$6.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42K+ 27.39% |
$1.37M - $1.71M
|
195K
$8.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.2K+ 3.94% |
$1.25M - $1.56M
|
1.01M
$41.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.9K+ 21.46% |
$1.24M - $1.54M
|
214K
$8.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.5K+ 6.2% |
$1.16M - $1.44M
|
607K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.9K+ 30.6% |
$1.11M - $1.38M
|
145K
$5.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 1.94% |
$994K - $1.24M
|
1.6M
$65.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
29.2K+ 5.66% |
$953K - $1.19M
|
545K
$22.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29K+ 106.91% |
$948K - $1.18M
|
56.2K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
28.2K+ 15.17% |
$920K - $1.15M
|
214K
$8.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25K+ 39.0% |
$818K - $1.02M
|
89.2K
$3.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
24.5K+ 3.72% |
$801K - $1M
|
683K
$28.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.9K+ 63.84% |
$748K - $933K
|
58.8K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.1KNew |
$689K - $859K
|
21.1K
$869K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
21K+ 13.82% |
$685K - $855K
|
173K
$7.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
20.9K+ 13.91% |
$682K - $851K
|
171K
$7.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
20.4K+ 187.7% |
$667K - $832K
|
31.3K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$788K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1K+ 8.38% |
$624K - $779K
|
247K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
17.6K+ 10.74% |
$575K - $718K
|
182K
$7.49M
|