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
|
American Investment Services, Inc.
|
SELL
|
- |
-6K- 6.86% |
$196K - $245K
|
81.5K
$3.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.03K- 20.13% |
$197K - $246K
|
23.9K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-6.06K- 8.05% |
$198K - $247K
|
69.2K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 45.82% |
$202K - $252K
|
7.33K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-6.34K- 5.09% |
$207K - $258K
|
118K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.43K- 22.18% |
$210K - $262K
|
22.6K
$977K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.53K- 6.12% |
$213K - $266K
|
100K
$4.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.57K- 3.32% |
$215K - $268K
|
192K
$8.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6.69K- 1.89% |
$218K - $272K
|
347K
$15M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.73K- 28.69% |
$220K - $274K
|
16.7K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.88K- 9.82% |
$225K - $280K
|
63.2K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 11.07% |
$228K - $284K
|
56K
$2.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.2K- 7.78% |
$235K - $294K
|
85.4K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.33K- 7.49% |
$239K - $299K
|
90.5K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.66K- 42.91% |
$250K - $312K
|
10.2K
$441K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-7.66K- 14.25% |
$250K - $312K
|
46.1K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-7.85K- 3.94% |
$256K - $320K
|
191K
$8.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-8K- 48.86% |
$261K - $326K
|
8.37K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-8.23K- 11.63% |
$269K - $335K
|
62.5K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.28K- 32.55% |
$270K - $337K
|
17.2K
$743K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-8.36K- 6.4% |
$273K - $341K
|
122K
$5.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8.37K- 27.17% |
$273K - $341K
|
22.4K
$971K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-8.52K- 33.99% |
$278K - $347K
|
16.5K
$716K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-8.63K- 3.72% |
$282K - $352K
|
223K
$9.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8.87K- 8.43% |
$290K - $361K
|
96.3K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-9.11K- 3.39% |
$297K - $371K
|
259K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.27K- 0.95% |
$303K - $378K
|
970K
$42M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.33K- 46.13% |
$305K - $380K
|
10.9K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9.39K- 33.65% |
$307K - $383K
|
18.5K
$802K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.52K- 58.4% |
$311K - $388K
|
6.78K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.53K- 29.96% |
$311K - $388K
|
22.3K
$965K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-9.63K- 51.93% |
$314K - $392K
|
8.91K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.8K- 43.35% |
$320K - $400K
|
12.8K
$555K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.1K- 1.8% |
$329K - $411K
|
549K
$23.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 19.17% |
$334K - $416K
|
43.1K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.3K- 5.49% |
$335K - $418K
|
177K
$7.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-10.4K- 64.94% |
$341K - $425K
|
5.63K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.5K- 44.62% |
$344K - $430K
|
13.1K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10.6K- 3.11% |
$348K - $434K
|
332K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 3.14% |
$357K - $445K
|
337K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-10.9K- 3.28% |
$358K - $446K
|
323K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.2K- 33.23% |
$365K - $455K
|
22.4K
$972K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-11.4K- 1.24% |
$373K - $465K
|
907K
$39.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 1.02% |
$374K - $466K
|
1.11M
$48M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.7K- 45.59% |
$382K - $476K
|
14K
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.2K- 4.69% |
$398K - $496K
|
247K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 5.97% |
$408K - $509K
|
197K
$8.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-12.6K- 8.64% |
$411K - $513K
|
133K
$5.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13K- 2.58% |
$424K - $529K
|
490K
$21.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-13.1K- 16.63% |
$429K - $535K
|
65.9K
$2.85M
|