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 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-57.2K- 2.78% |
$1.87M - $2.33M
|
2M
$86.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-61.4K- 24.68% |
$2.01M - $2.5M
|
187K
$8.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-63.1K- 6.34% |
$2.06M - $2.57M
|
933K
$40.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-63.2K- 32.36% |
$2.06M - $2.58M
|
132K
$5.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-63.5K- 24.58% |
$2.07M - $2.59M
|
195K
$8.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.9K- 39.74% |
$2.15M - $2.69M
|
100K
$4.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.6K- 2.85% |
$2.18M - $2.71M
|
2.27M
$98.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-69.3K- 31.55% |
$2.26M - $2.83M
|
150K
$6.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-75.3K- 55.62% |
$2.46M - $3.07M
|
60.1K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-77.6K- 1.73% |
$2.54M - $3.16M
|
4.42M
$191M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-81.8K- 8.58% |
$2.67M - $3.34M
|
872K
$37.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-94K- 78.49% |
$3.07M - $3.83M
|
25.8K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-94.7K- 32.76% |
$3.09M - $3.86M
|
194K
$8.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-99.8K- 2.37% |
$3.26M - $4.07M
|
4.11M
$178M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-108K- 34.23% |
$3.52M - $4.39M
|
207K
$8.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-119K- 70.05% |
$3.88M - $4.84M
|
50.8K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-128K- 41.88% |
$4.18M - $5.21M
|
177K
$7.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-128K- 18.43% |
$4.18M - $5.22M
|
566K
$24.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-133K- 65.64% |
$4.36M - $5.44M
|
69.8K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-139K- 65.31% |
$4.53M - $5.65M
|
73.6K
$3.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-141K- 6.34% |
$4.62M - $5.76M
|
2.09M
$90.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-151K- 5.97% |
$4.92M - $6.14M
|
2.37M
$103M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-156K- 32.35% |
$5.08M - $6.34M
|
325K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-173K- 94.37% |
$5.65M - $7.05M
|
10.3K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-196K- 29.06% |
$6.4M - $7.98M
|
478K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-232K- 60.61% |
$7.59M - $9.47M
|
151K
$6.54M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-271K- 35.43% |
$8.86M - $11.1M
|
495K
$21.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-285K- 5.4% |
$9.29M - $11.6M
|
4.99M
$216M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-315K- 16.82% |
$10.3M - $12.8M
|
1.56M
$67.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-332K- 32.46% |
$10.8M - $13.5M
|
690K
$29.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-332K- 14.08% |
$10.8M - $13.5M
|
2.03M
$87.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-351K- 5.46% |
$11.5M - $14.3M
|
6.08M
$263M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-385K- 79.96% |
$12.6M - $15.7M
|
96.6K
$4.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-409K- 32.11% |
$13.3M - $16.6M
|
864K
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-460K- 16.19% |
$15M - $18.7M
|
2.38M
$103M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-491K- 50.0% |
$16M - $20M
|
491K
$21.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Fairfield University
|
SELL
|
- |
-568K- 80.91% |
$18.5M - $23.1M
|
134K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-694K- 19.89% |
$22.7M - $28.3M
|
2.79M
$121M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-727K- 2.37% |
$23.8M - $29.6M
|
30M
$1.3B
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-829K- 8.53% |
$27.1M - $33.8M
|
8.89M
$385M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02M- 13.33% |
$33.4M - $41.7M
|
6.65M
$288M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.23M- 19.62% |
$40M - $50M
|
5.02M
$218M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.26M- 44.63% |
$41.1M - $51.3M
|
1.56M
$67.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.28M- 23.69% |
$42M - $52.3M
|
4.14M
$179M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.55M- 47.1% |
$50.5M - $63M
|
1.74M
$75.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.46M- 8.38% |
$178M - $223M
|
59.7M
$2.59B
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.87M- 95.37% |
$192M - $239M
|
285K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.84M- 59.42% |
$223M - $279M
|
4.67M
$202M
|