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 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.2K- 10.27% |
$71.8K - $89.6K
|
19.2K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.23K- 11.82% |
$72.9K - $91K
|
16.7K
$721K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.3K- 1.09% |
$75.1K - $93.6K
|
208K
$8.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-2.35K- 1.8% |
$76.8K - $95.8K
|
128K
$5.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.38K- 30.08% |
$77.8K - $97.1K
|
5.54K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 60.29% |
$78.5K - $97.9K
|
1.58K
$68.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.46K- 26.22% |
$80.2K - $100K
|
6.91K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 2.71% |
$82.2K - $103K
|
90.2K
$3.91M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.55K- 0.88% |
$83.2K - $104K
|
288K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.61K- 6.88% |
$85.3K - $106K
|
35.3K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.62K- 3.91% |
$85.4K - $107K
|
64.3K
$2.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.73K- 2.71% |
$89.1K - $111K
|
98K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.78K- 21.7% |
$90.9K - $113K
|
10K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.78K- 33.46% |
$90.9K - $113K
|
5.54K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.8K- 5.01% |
$91.4K - $114K
|
53K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.81K- 33.56% |
$91.6K - $114K
|
5.55K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.92K- 31.48% |
$95.5K - $119K
|
6.37K
$276K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.96K- 3.58% |
$96.7K - $121K
|
79.7K
$3.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.97K- 1.07% |
$96.9K - $121K
|
275K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.01K- 10.14% |
$98.2K - $122K
|
26.7K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.02K- 15.42% |
$98.7K - $123K
|
16.6K
$718K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.12K- 1.73% |
$102K - $127K
|
177K
$7.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.12K- 6.72% |
$102K - $127K
|
43.3K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.2K- 5.17% |
$104K - $130K
|
58.6K
$2.54M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-3.26K- 3.13% |
$106K - $133K
|
101K
$4.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.26K- 18.77% |
$107K - $133K
|
14.1K
$611K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.31K- 1.17% |
$108K - $135K
|
278K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.31K- 3.32% |
$108K - $135K
|
96.2K
$4.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.35K- 4.22% |
$110K - $137K
|
76.2K
$3.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.39K- 1.35% |
$111K - $138K
|
247K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.39K- 12.78% |
$111K - $138K
|
23.2K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.41K- 20.58% |
$111K - $139K
|
13.2K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.51K- 3.66% |
$115K - $143K
|
92.4K
$4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.56K- 54.84% |
$116K - $145K
|
2.93K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.75K- 3.79% |
$122K - $153K
|
95.1K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.9K- 4.44% |
$127K - $159K
|
83.9K
$3.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.95K- 3.24% |
$129K - $161K
|
118K
$5.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.06K- 3.06% |
$132K - $165K
|
128K
$5.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.13K- 6.86% |
$135K - $168K
|
56.1K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.26K- 17.26% |
$139K - $173K
|
20.4K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.42K- 1.35% |
$144K - $180K
|
323K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.61K- 1.21% |
$150K - $188K
|
378K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.64K- 32.69% |
$152K - $189K
|
9.56K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5K- 13.38% |
$163K - $204K
|
32.4K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.12K- 13.58% |
$167K - $209K
|
32.6K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.29K- 66.6% |
$173K - $215K
|
2.65K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-5.36K- 3.08% |
$175K - $219K
|
169K
$7.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 3.7% |
$186K - $233K
|
149K
$6.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.86K- 6.58% |
$191K - $239K
|
83.3K
$3.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.98K- 40.5% |
$195K - $244K
|
8.78K
$380K
|