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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
279+ 0.25% |
$9.11K - $11.4K
|
113K
$4.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
274New |
$8.95K - $11.2K
|
274
$11.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 0.49% |
$8.79K - $11K
|
55.6K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
267+ 0.29% |
$8.72K - $10.9K
|
93.4K
$4.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264+ 4.94% |
$8.62K - $10.8K
|
5.61K
$243K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
262+ 1.37% |
$8.56K - $10.7K
|
19.4K
$840K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
260New |
$8.49K - $10.6K
|
260
$11.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
260+ 2.73% |
$8.49K - $10.6K
|
9.78K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
256+ 2.35% |
$8.36K - $10.4K
|
11.1K
$483K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
248+ 0.64% |
$8.1K - $10.1K
|
38.9K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
241New |
$7.87K - $9.82K
|
241
$10.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
219+ 36.44% |
$7.15K - $8.92K
|
820
$35.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
205+ 0.77% |
$6.7K - $8.35K
|
26.9K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
201+ 0.97% |
$6.56K - $8.19K
|
20.8K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
197+ 1.34% |
$6.43K - $8.03K
|
14.9K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
195+ 16.43% |
$6.37K - $7.95K
|
1.38K
$59.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
179+ 0.14% |
$5.85K - $7.29K
|
124K
$5.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
175+ 70.85% |
$5.72K - $7.13K
|
422
$18.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175New |
$5.72K - $7.13K
|
175
$7.58K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
175+ 0.7% |
$5.72K - $7.13K
|
25.1K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
163+ 1.68% |
$5.32K - $6.64K
|
9.85K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.53% |
$5.29K - $6.6K
|
6.56K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.41% |
$5.29K - $6.6K
|
11.6K
$503K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
159+ 1.6% |
$5.19K - $6.48K
|
10.1K
$438K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
159+ 1.67% |
$5.19K - $6.48K
|
9.7K
$420K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
155+ 0.54% |
$5.06K - $6.32K
|
28.6K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
148+ 1.67% |
$4.83K - $6.03K
|
9.02K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
142+ 0.17% |
$4.64K - $5.79K
|
84.2K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132+ 32.2% |
$4.31K - $5.38K
|
542
$23.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
123+ 0.27% |
$4.02K - $5.01K
|
46.4K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
121+ 0.51% |
$3.95K - $4.93K
|
23.8K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
119+ 0.92% |
$3.89K - $4.85K
|
13.1K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
118+ 0.3% |
$3.85K - $4.81K
|
39.4K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
109+ 1.6% |
$3.56K - $4.44K
|
6.94K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
100+ 1.01% |
$3.27K - $4.08K
|
9.99K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
99New |
$3.23K - $4.03K
|
99
$4.29K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
98+ 1.67% |
$3.2K - $3.99K
|
5.96K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
94+ 0.89% |
$3.07K - $3.83K
|
10.6K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
90+ 0.27% |
$2.94K - $3.67K
|
33.6K
$1.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
89New |
$2.91K - $3.63K
|
89
$3.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
78+ 0.68% |
$2.55K - $3.18K
|
11.5K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78+ 1.41% |
$2.55K - $3.18K
|
5.62K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
74+ 1.18% |
$2.42K - $3.02K
|
6.32K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 2.63% |
$2.16K - $2.69K
|
2.58K
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
64+ 3.02% |
$2.09K - $2.61K
|
2.18K
$94.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
63+ 0.12% |
$2.06K - $2.57K
|
53.6K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
63+ 1.14% |
$2.06K - $2.57K
|
5.58K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
62+ 0.95% |
$2.02K - $2.53K
|
6.56K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
62New |
$2.02K - $2.53K
|
62
$2.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 1.82% |
$1.89K - $2.36K
|
3.25K
$141K
|