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 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
830+ 9.15% |
$27.1K - $33.8K
|
9.9K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
789+ 1.56% |
$25.8K - $32.2K
|
51.5K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
759+ 4.61% |
$24.8K - $30.9K
|
17.2K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
756+ 1.4% |
$24.7K - $30.8K
|
54.7K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
733+ 11.34% |
$23.9K - $29.9K
|
7.2K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
716+ 1.97% |
$23.4K - $29.2K
|
37K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
687+ 9.05% |
$22.4K - $28K
|
8.28K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
676+ 3.07% |
$22.1K - $27.5K
|
22.7K
$983K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
649+ 2.28% |
$21.2K - $26.4K
|
29.1K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
646+ 331.28% |
$21.1K - $26.3K
|
841
$36.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
626+ 1.02% |
$20.4K - $25.5K
|
62K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
624New |
$20.4K - $25.4K
|
624
$27K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
600New |
$19.6K - $24.5K
|
600
$26K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
571+ 1.44% |
$18.6K - $23.3K
|
40.3K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
571+ 1427.5% |
$18.6K - $23.3K
|
611
$26.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
554+ 0.64% |
$18.1K - $22.6K
|
87.6K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
553+ 1.67% |
$18.1K - $22.5K
|
33.7K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
537+ 5.4% |
$17.5K - $21.9K
|
10.5K
$454K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
528+ 0.09% |
$17.2K - $21.5K
|
598K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
526+ 5.87% |
$17.2K - $21.4K
|
9.49K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
521+ 35.91% |
$17K - $21.2K
|
1.97K
$85.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
509+ 0.93% |
$16.6K - $20.7K
|
55.3K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
505+ 1.23% |
$16.5K - $20.6K
|
41.5K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
501+ 1.42% |
$16.4K - $20.4K
|
35.9K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
483New |
$15.8K - $19.7K
|
483
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
478+ 1.07% |
$15.6K - $19.5K
|
45.1K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
477+ 7.19% |
$15.6K - $19.4K
|
7.12K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
469+ 1.96% |
$15.3K - $19.1K
|
24.4K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
455+ 0.98% |
$14.9K - $18.5K
|
47K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
454+ 2.37% |
$14.8K - $18.5K
|
19.6K
$849K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
444+ 0.38% |
$14.5K - $18.1K
|
118K
$5.09M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
443+ 1.67% |
$14.5K - $18.1K
|
27K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
430+ 3.98% |
$14K - $17.5K
|
11.2K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
426+ 1.17% |
$13.9K - $17.4K
|
37K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
419+ 0.81% |
$13.7K - $17.1K
|
52.3K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
389+ 1.66% |
$12.7K - $15.9K
|
23.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
363+ 0.72% |
$11.9K - $14.8K
|
50.5K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
363+ 1.21% |
$11.9K - $14.8K
|
30.4K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
350+ 3.7% |
$11.4K - $14.3K
|
9.8K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
347New |
$11.3K - $14.1K
|
347
$15K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
345+ 1.27% |
$11.3K - $14.1K
|
27.6K
$1.19M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
336New |
$11K - $13.7K
|
336
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
331+ 1.68% |
$10.8K - $13.5K
|
20.1K
$870K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
322+ 78.16% |
$10.5K - $13.1K
|
734
$31.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
316+ 4.61% |
$10.3K - $12.9K
|
7.17K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
300+ 3.55% |
$9.8K - $12.2K
|
8.76K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
296+ 0.96% |
$9.67K - $12.1K
|
31.2K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
287+ 4.61% |
$9.37K - $11.7K
|
6.51K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
283+ 15.09% |
$9.24K - $11.5K
|
2.16K
$93.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 11.83% |
$9.14K - $11.4K
|
2.65K
$115K
|