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 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-42- 0.75% |
$1.37K - $1.71K
|
5.55K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-50- 0.19% |
$1.63K - $2.04K
|
25.8K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-53- 0.67% |
$1.73K - $2.16K
|
7.89K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 0.47% |
$1.96K - $2.45K
|
12.8K
$555K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-73- 0.51% |
$2.38K - $2.97K
|
14.2K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 0.61% |
$2.42K - $3.02K
|
12K
$522K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-75- 1.11% |
$2.45K - $3.06K
|
6.66K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-78- 0.4% |
$2.55K - $3.18K
|
19.6K
$850K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-79- 0.16% |
$2.58K - $3.22K
|
49K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 0.28% |
$2.58K - $3.22K
|
28.5K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-81- 0.75% |
$2.65K - $3.3K
|
10.7K
$464K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-85- 0.6% |
$2.78K - $3.46K
|
14K
$606K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-90- 1.02% |
$2.94K - $3.67K
|
8.7K
$377K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-94- 1.81% |
$3.07K - $3.83K
|
5.09K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-98- 1.24% |
$3.2K - $3.99K
|
7.83K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 1.66% |
$3.27K - $4.08K
|
5.94K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-100- 0.51% |
$3.27K - $4.08K
|
19.4K
$840K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-101Closed |
$3.3K - $4.12K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-104- 1.23% |
$3.4K - $4.24K
|
8.38K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-114- 0.37% |
$3.72K - $4.65K
|
30.4K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-117- 1.36% |
$3.82K - $4.77K
|
8.48K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-125- 0.51% |
$4.08K - $5.09K
|
24.4K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-128- 1.8% |
$4.18K - $5.22K
|
6.97K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 1.98% |
$4.51K - $5.62K
|
6.83K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-143- 61.11% |
$4.67K - $5.83K
|
91
$3.94K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-152- 1.28% |
$4.96K - $6.19K
|
11.7K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-164- 2.34% |
$5.36K - $6.68K
|
6.86K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-165- 1.47% |
$5.39K - $6.72K
|
11K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-174- 7.31% |
$5.68K - $7.09K
|
2.21K
$95.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-185- 1.26% |
$6.04K - $7.54K
|
14.5K
$628K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-224- 2.81% |
$7.32K - $9.13K
|
7.76K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-252- 0.25% |
$8.23K - $10.3K
|
102K
$4.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-253- 2.82% |
$8.26K - $10.3K
|
8.71K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-262- 2.58% |
$8.56K - $10.7K
|
9.88K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-269- 35.91% |
$8.79K - $11K
|
480
$20.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-274- 0.72% |
$8.95K - $11.2K
|
37.6K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-275- 0.09% |
$8.98K - $11.2K
|
290K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-282- 0.51% |
$9.21K - $11.5K
|
55.3K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-294- 0.51% |
$9.6K - $12K
|
56.9K
$2.46M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-296- 3.41% |
$9.67K - $12.1K
|
8.37K
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-296- 3.41% |
$9.67K - $12.1K
|
8.37K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-302- 5.6% |
$9.86K - $12.3K
|
5.09K
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-306- 3.81% |
$9.99K - $12.5K
|
7.72K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-325- 1.32% |
$10.6K - $13.2K
|
24.3K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-333- 2.18% |
$10.9K - $13.6K
|
14.9K
$646K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-345- 0.09% |
$11.3K - $14.1K
|
363K
$15.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-354- 5.86% |
$11.6K - $14.4K
|
5.68K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-358- 4.89% |
$11.7K - $14.6K
|
6.96K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-363- 1.14% |
$11.9K - $14.8K
|
31.4K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-369- 1.74% |
$12.1K - $15K
|
20.9K
$904K
|