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 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.57MNew |
$51.1M - $63.8M
|
1.57M
$63.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.35MNew |
$44.1M - $55M
|
1.35M
$54.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.28MNew |
$41.7M - $52M
|
1.28M
$51.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
407K+ 145.98% |
$13.3M - $16.6M
|
686K
$27.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
301K+ 37.34% |
$9.83M - $12.3M
|
1.11M
$44.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
155K+ 9.36% |
$5.07M - $6.33M
|
1.81M
$73.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
140K+ 311.22% |
$4.59M - $5.72M
|
186K
$7.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117K+ 230.17% |
$3.84M - $4.79M
|
169K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$25.3M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
70.5KNew |
$2.3M - $2.87M
|
70.5K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
67.6K+ 15.35% |
$2.21M - $2.75M
|
508K
$20.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
65K+ 6.9% |
$2.12M - $2.65M
|
1.01M
$40.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.2K+ 21.17% |
$1.97M - $2.45M
|
345K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54.5K+ 15.38% |
$1.78M - $2.22M
|
409K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
48.2K+ 430.01% |
$1.57M - $1.96M
|
59.4K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.2K+ 3.94% |
$1.25M - $1.56M
|
1.01M
$40.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.9K+ 21.46% |
$1.24M - $1.54M
|
214K
$8.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.9K+ 30.6% |
$1.11M - $1.38M
|
145K
$5.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 1.94% |
$994K - $1.24M
|
1.6M
$64.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29K+ 106.91% |
$948K - $1.18M
|
56.2K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.1KNew |
$689K - $859K
|
21.1K
$851K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
20.9K+ 13.91% |
$682K - $851K
|
171K
$6.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
20.4K+ 187.7% |
$667K - $832K
|
31.3K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$771K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
17.6K+ 10.74% |
$575K - $718K
|
182K
$7.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.4K+ 14.27% |
$535K - $667K
|
131K
$5.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.4K+ 1.65% |
$469K - $586K
|
886K
$35.7M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
12.8K+ 20.89% |
$419K - $523K
|
74.3K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.8K+ 9.17% |
$418K - $521K
|
152K
$6.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$406K - $506K
|
118K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
11.8K+ 127.66% |
$385K - $480K
|
21K
$848K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
8.46K+ 55.26% |
$276K - $345K
|
23.8K
$959K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.28K+ 15.29% |
$270K - $337K
|
62.4K
$2.52M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$239K - $298K
|
7.32K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.17K+ 0.34% |
$234K - $292K
|
2.11M
$85.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
6.97K+ 3.36% |
$228K - $284K
|
214K
$8.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.56K+ 1.4% |
$214K - $267K
|
473K
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.28KNew |
$205K - $256K
|
6.28K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.21KNew |
$203K - $253K
|
6.21K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.77KNew |
$189K - $235K
|
5.77K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.73K+ 30.43% |
$187K - $233K
|
24.6K
$991K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.32KNew |
$174K - $217K
|
5.32K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.16K+ 10.45% |
$168K - $210K
|
54.5K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.08K+ 34.49% |
$166K - $207K
|
19.8K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.01KNew |
$164K - $204K
|
5.01K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5KNew |
$163K - $204K
|
5K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.66K+ 1.23% |
$152K - $190K
|
384K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.96K+ 2.85% |
$129K - $161K
|
143K
$5.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.95K+ 2.52% |
$129K - $161K
|
161K
$6.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.09K+ 11.62% |
$101K - $126K
|
29.7K
$1.2M
|