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 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-375- 17.07% |
$12.2K - $15.3K
|
1.82K
$78.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-380- 3.88% |
$12.4K - $15.5K
|
9.42K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-382- 0.49% |
$12.5K - $15.6K
|
77.3K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-387- 3.65% |
$12.6K - $15.8K
|
10.2K
$442K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-394- 0.51% |
$12.9K - $16.1K
|
77.4K
$3.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-411- 0.75% |
$13.4K - $16.7K
|
54.4K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-415- 1.54% |
$13.6K - $16.9K
|
26.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-417- 2.89% |
$13.6K - $17K
|
14K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-429- 1.79% |
$14K - $17.5K
|
23.5K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-440- 0.82% |
$14.4K - $17.9K
|
53.4K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-449- 6.43% |
$14.7K - $18.3K
|
6.53K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-481- 0.66% |
$15.7K - $19.6K
|
72.2K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-485- 3.5% |
$15.8K - $19.8K
|
13.4K
$579K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-500- 3.6% |
$16.3K - $20.4K
|
13.4K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-500- 0.43% |
$16.3K - $20.4K
|
115K
$4.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-500- 8.62% |
$16.3K - $20.4K
|
5.3K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-507- 5.74% |
$16.6K - $20.7K
|
8.32K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-513- 2.32% |
$16.8K - $20.9K
|
21.6K
$934K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-526- 2.85% |
$17.2K - $21.4K
|
17.9K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-535- 6.65% |
$17.5K - $21.8K
|
7.51K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-560- 2.7% |
$18.3K - $22.8K
|
20.2K
$875K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-599- 1.38% |
$19.6K - $24.4K
|
42.9K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-605- 0.41% |
$19.8K - $24.7K
|
147K
$6.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-660- 0.36% |
$21.6K - $26.9K
|
180K
$7.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-665- 1.41% |
$21.7K - $27.1K
|
46.6K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-671- 2.47% |
$21.9K - $27.3K
|
26.5K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-687- 3.56% |
$22.4K - $28K
|
18.6K
$807K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-694- 1.19% |
$22.7K - $28.3K
|
57.8K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-698- 13.85% |
$22.8K - $28.4K
|
4.34K
$188K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-699- 11.03% |
$22.8K - $28.5K
|
5.64K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-710- 0.84% |
$23.2K - $28.9K
|
84.3K
$3.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-710- 5.61% |
$23.2K - $28.9K
|
11.9K
$517K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-713- 6.59% |
$23.3K - $29.1K
|
10.1K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-728- 3.76% |
$23.8K - $29.7K
|
18.6K
$806K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-754- 2.14% |
$24.6K - $30.7K
|
34.4K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-758- 2.09% |
$24.8K - $30.9K
|
35.4K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-762- 12.31% |
$24.9K - $31.1K
|
5.43K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-836- 7.46% |
$27.3K - $34.1K
|
10.4K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-854- 0.59% |
$27.9K - $34.8K
|
145K
$6.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-861- 0.85% |
$28.1K - $35.1K
|
100K
$4.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-871- 3.47% |
$28.4K - $35.5K
|
24.3K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-899- 2.9% |
$29.4K - $36.6K
|
30.1K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-900- 2.34% |
$29.4K - $36.7K
|
37.5K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-910- 7.8% |
$29.7K - $37.1K
|
10.8K
$466K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-912- 7.27% |
$29.8K - $37.2K
|
11.6K
$504K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-917- 2.47% |
$29.9K - $37.4K
|
36.3K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-928- 9.84% |
$30.3K - $37.8K
|
8.5K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-942- 9.92% |
$30.8K - $38.4K
|
8.56K
$371K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-943- 3.05% |
$30.8K - $38.4K
|
30K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-946- 0.58% |
$30.9K - $38.5K
|
163K
$7.06M
|