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 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-947- 10.2% |
$30.9K - $38.6K
|
8.34K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-947- 5.27% |
$30.9K - $38.6K
|
17K
$737K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-958- 1.95% |
$31.3K - $39K
|
48.1K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-997- 4.17% |
$32.6K - $40.6K
|
22.9K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-998- 2.3% |
$32.6K - $40.7K
|
42.4K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.09K- 15.22% |
$35.7K - $44.6K
|
6.09K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.1K- 12.57% |
$35.9K - $44.8K
|
7.65K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.11K- 6.86% |
$36.3K - $45.3K
|
15.1K
$653K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.15K- 7.8% |
$37.6K - $46.9K
|
13.6K
$588K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.16K- 14.22% |
$38K - $47.4K
|
7.01K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$38.9K - $48.6K
|
94.5K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.2K- 98.2% |
$39.2K - $48.9K
|
22
$953
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.21K- 7.27% |
$39.5K - $49.3K
|
15.4K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.22K- 4.92% |
$39.7K - $49.6K
|
23.5K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.24K- 3.39% |
$40.6K - $50.7K
|
35.4K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.34K- 3.43% |
$43.8K - $54.6K
|
37.7K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.36K- 5.66% |
$44.4K - $55.4K
|
22.7K
$981K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.37K- 10.54% |
$44.7K - $55.8K
|
11.6K
$504K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.4K- 11.31% |
$45.7K - $57.1K
|
11K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.4K- 12.95% |
$45.8K - $57.1K
|
9.42K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.42K- 3.68% |
$46.4K - $57.9K
|
37.2K
$1.61M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.43K- 16.11% |
$46.6K - $58.2K
|
7.43K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.43K- 0.71% |
$46.8K - $58.4K
|
201K
$8.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.51K- 1.98% |
$49.4K - $61.7K
|
74.9K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.52K- 20.19% |
$49.5K - $61.8K
|
5.99K
$260K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 1.18% |
$49.6K - $61.9K
|
127K
$5.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.52K- 8.43% |
$49.6K - $61.9K
|
16.5K
$715K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.26% |
$49.7K - $62K
|
65.8K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 5.53% |
$50.6K - $63.1K
|
26.5K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 7.54% |
$50.6K - $63.2K
|
19K
$823K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.57K- 1.85% |
$51.3K - $64.1K
|
83.4K
$3.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.6K- 2.19% |
$52.3K - $65.2K
|
71.5K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.62K- 24.52% |
$52.8K - $65.9K
|
4.98K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.67K- 19.68% |
$54.6K - $68.2K
|
6.83K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.69K- 7.49% |
$55.1K - $68.8K
|
20.8K
$903K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-1.69K- 22.79% |
$55.3K - $68.9K
|
5.73K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.71K- 20.59% |
$55.9K - $69.8K
|
6.61K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.72K- 24.59% |
$56.2K - $70.1K
|
5.28K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.76K- 16.66% |
$57.4K - $71.6K
|
8.78K
$380K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.78K- 1.4% |
$58.1K - $72.5K
|
125K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.8K- 15.74% |
$58.8K - $73.3K
|
9.63K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.89K- 2.96% |
$61.6K - $76.8K
|
61.7K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.01K- 1.2% |
$65.8K - $82.1K
|
166K
$7.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.03K- 27.17% |
$66.4K - $82.8K
|
5.45K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.04K- 2.11% |
$66.5K - $82.9K
|
94.5K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 27.19% |
$69.5K - $86.8K
|
5.7K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.14K- 0.91% |
$69.7K - $87K
|
232K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.15K- 8.13% |
$70.2K - $87.6K
|
24.3K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.15K- 2.69% |
$70.2K - $87.6K
|
77.9K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 18.02% |
$70.4K - $87.8K
|
9.81K
$425K
|