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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.1K- 4.07% |
$460K - $574K
|
332K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14.3K- 69.61% |
$468K - $584K
|
6.26K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-14.7K- 7.7% |
$481K - $600K
|
177K
$7.65M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-14.9K- 68.49% |
$487K - $608K
|
6.86K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-15.1K- 4.26% |
$493K - $615K
|
340K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.2K- 95.59% |
$496K - $619K
|
700
$30.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-15.6K- 63.61% |
$509K - $635K
|
8.92K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.3K- 1.6% |
$532K - $664K
|
1M
$43.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 47.54% |
$557K - $695K
|
18.8K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.2K- 4.52% |
$561K - $699K
|
363K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.3K- 23.87% |
$567K - $707K
|
55.3K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17.4K- 46.47% |
$569K - $710K
|
20.1K
$869K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-19.2K- 2.84% |
$628K - $784K
|
658K
$28.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-20.5K- 3.62% |
$668K - $834K
|
545K
$23.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-21.4K- 28.55% |
$701K - $874K
|
53.7K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 56.54% |
$739K - $922K
|
17.4K
$753K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-22.9K- 3.57% |
$749K - $934K
|
620K
$26.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23K- 1.04% |
$750K - $935K
|
2.18M
$94.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-23.9K- 18.24% |
$781K - $974K
|
107K
$4.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.9K- 9.14% |
$813K - $1.01M
|
247K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-25.1K- 24.05% |
$818K - $1.02M
|
79.1K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.6K- 15.4% |
$837K - $1.04M
|
141K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-25.8K- 74.79% |
$842K - $1.05M
|
8.69K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26K- 55.83% |
$849K - $1.06M
|
20.6K
$891K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27.2K- 15.39% |
$887K - $1.11M
|
149K
$6.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-28.2K- 68.36% |
$922K - $1.15M
|
13.1K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-29.8K- 6.03% |
$974K - $1.22M
|
464K
$20.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-29.9K- 36.4% |
$976K - $1.22M
|
52.2K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30K- 0.99% |
$979K - $1.22M
|
2.99M
$129M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-30.4K- 52.5% |
$993K - $1.24M
|
27.5K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-31.6K- 54.83% |
$1.03M - $1.29M
|
26K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-35.2K- 24.33% |
$1.15M - $1.43M
|
109K
$4.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.3K- 1.56% |
$1.19M - $1.48M
|
2.29M
$99.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-37.2K- 2.33% |
$1.21M - $1.51M
|
1.55M
$67.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-39.7K- 29.4% |
$1.3M - $1.62M
|
95.3K
$4.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-40.8K- 48.42% |
$1.33M - $1.66M
|
43.5K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-42K- 5.91% |
$1.37M - $1.71M
|
668K
$28.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-42K- 3.83% |
$1.37M - $1.71M
|
1.05M
$45.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-42.3K- 6.01% |
$1.38M - $1.72M
|
662K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-43.3K- 13.57% |
$1.41M - $1.76M
|
276K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.7K- 2.28% |
$1.43M - $1.78M
|
1.88M
$81.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-46.3K- 3.22% |
$1.51M - $1.89M
|
1.39M
$60.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-46.9K- 28.9% |
$1.53M - $1.91M
|
115K
$5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-47.7K- 11.42% |
$1.56M - $1.94M
|
370K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-50.9K- 25.5% |
$1.66M - $2.07M
|
149K
$6.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-51.3K- 5.88% |
$1.67M - $2.09M
|
821K
$35.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-52.7K- 44.25% |
$1.72M - $2.15M
|
66.4K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-53.7K- 48.24% |
$1.76M - $2.19M
|
57.7K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-53.9K- 2.55% |
$1.76M - $2.2M
|
2.06M
$89M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-56.4K- 2.71% |
$1.84M - $2.3M
|
2.02M
$87.6M
|