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 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.14KNew |
$200K - $250K
|
6.14K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$200K - $250K
|
6.12K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.09KNew |
$199K - $248K
|
6.09K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.98K+ 36.66% |
$195K - $244K
|
22.3K
$966K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
5.97KNew |
$195K - $243K
|
5.97K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.77KNew |
$189K - $235K
|
5.77K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.73K+ 30.43% |
$187K - $233K
|
24.6K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.71KNew |
$186K - $233K
|
5.71K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.6KNew |
$183K - $228K
|
5.6K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.58KNew |
$182K - $228K
|
5.58K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.47K+ 2.94% |
$179K - $223K
|
192K
$8.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
5.45K+ 7.22% |
$178K - $222K
|
81K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.45K+ 17.88% |
$178K - $222K
|
35.9K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.39K+ 8.35% |
$176K - $220K
|
69.9K
$3.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.39KNew |
$176K - $220K
|
5.39K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.32KNew |
$174K - $217K
|
5.32K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.27KNew |
$172K - $215K
|
5.27K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.26K+ 95.3% |
$172K - $214K
|
10.8K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.25K+ 13.15% |
$171K - $214K
|
45.2K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.25K+ 1.7% |
$171K - $214K
|
313K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.24KNew |
$171K - $213K
|
5.24K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.21KNew |
$170K - $212K
|
5.21K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.18KNew |
$169K - $211K
|
5.18K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.16K+ 10.45% |
$168K - $210K
|
54.5K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.13KNew |
$168K - $209K
|
5.13K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$167K - $209K
|
5.12K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.11K+ 2.39% |
$167K - $208K
|
219K
$9.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.09K+ 52.36% |
$166K - $207K
|
14.8K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 1.28% |
$166K - $207K
|
402K
$17.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.08K+ 34.49% |
$166K - $207K
|
19.8K
$857K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.01KNew |
$164K - $204K
|
5.01K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5KNew |
$163K - $204K
|
5K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.98K+ 4611.11% |
$163K - $203K
|
5.09K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.97K+ 12.97% |
$162K - $203K
|
43.3K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.95KNew |
$162K - $202K
|
4.95K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.94KNew |
$161K - $201K
|
4.94K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.83K+ 8.29% |
$158K - $197K
|
63.1K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.81K+ 5.57% |
$157K - $196K
|
91.1K
$3.94M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
4.75K+ 3.09% |
$155K - $194K
|
158K
$6.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.69K+ 1.26% |
$153K - $191K
|
376K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.68K+ 48.59% |
$153K - $191K
|
14.3K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.66K+ 1.23% |
$152K - $190K
|
384K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.6K+ 5537.35% |
$150K - $187K
|
4.68K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.56K+ 44.72% |
$149K - $186K
|
14.8K
$640K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.5K+ 2.29% |
$147K - $183K
|
201K
$8.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 0.32% |
$146K - $182K
|
1.4M
$60.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.27K+ 2.56% |
$139K - $174K
|
171K
$7.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.25K+ 24.52% |
$139K - $173K
|
21.6K
$935K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.13K+ 1.78% |
$135K - $168K
|
237K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.06K+ 1.07% |
$133K - $166K
|
382K
$16.6M
|