Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 09, 2025 Q2 2025
Krilogy Financial LLC

BUY
 -
2.92K
+ 11.8%
$95.2K - $119K
27.6K $1.11M
Jul 17, 2025 Q2 2025
Janney Montgomery Scott LLC

BUY
 -
2.8K
+ 10.6%
$91.4K - $114K
29.2K $1.18M
Jul 17, 2025 Q2 2025
Xml Financial, LLC

BUY
 -
2.75K
+ 1.7%
$89.7K - $112K
164K $6.63M
Jul 14, 2025 Q2 2025
Occidental Asset Management, LLC

BUY
 -
2.54K
+ 2.17%
$82.9K - $103K
119K $4.81M
Jul 16, 2025 Q2 2025
Tempus Wealth Planning, LLC

BUY
 -
2.5K
+ 6.6%
$81.6K - $102K
40.4K $1.63M
Jul 09, 2025 Q2 2025
Breakwater Investment Management

Seattle, WA
BUY
 -
2.44K
+ 4.18%
$79.7K - $99.4K
60.8K $2.45M
Jul 16, 2025 Q2 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.3K
+ 42.71%
$75.2K - $93.8K
7.7K $310K
Jul 08, 2025 Q2 2025
Webster Bank, N. A.

BUY
 -
2.15K
New
$70.3K - $87.7K
2.15K $86.8K
Jul 17, 2025 Q2 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
2.13K
+ 6.24%
$69.6K - $86.8K
36.3K $1.46M
Jul 11, 2025 Q2 2025
Butensky & Cohen Financial Security, Inc

BUY
 -
1.81K
+ 2.28%
$59.1K - $73.8K
81.2K $3.27M
Jul 02, 2025 Q2 2025
Hbw Advisory Services LLC

BUY
 -
1.41K
+ 1.46%
$46.1K - $57.6K
98.1K $3.96M
Jul 16, 2025 Q2 2025
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
1.21K
+ 0.67%
$39.6K - $49.4K
182K $7.34M
Jul 14, 2025 Q2 2025
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
1K
+ 3.9%
$32.7K - $40.8K
26.7K $1.08M
Jul 16, 2025 Q2 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
989
+ 12.82%
$32.3K - $40.3K
8.7K $351K
Jul 14, 2025 Q2 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
923
+ 1.53%
$30.1K - $37.6K
61.3K $2.47M
Jul 17, 2025 Q2 2025
Montis Financial, LLC

BUY
 -
756
+ 1.4%
$24.7K - $30.8K
54.7K $2.21M
Jul 09, 2025 Q2 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
733
+ 11.34%
$23.9K - $29.9K
7.2K $290K
Jul 16, 2025 Q2 2025
Advisors Management Group Inc

BUY
 -
649
+ 2.28%
$21.2K - $26.4K
29.1K $1.17M
Jul 08, 2025 Q2 2025
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
626
+ 1.02%
$20.4K - $25.5K
62K $2.5M
Jul 17, 2025 Q2 2025
Sound Income Strategies, LLC

BUY
 -
571
+ 1427.5%
$18.6K - $23.3K
611 $24.6K
Jul 08, 2025 Q2 2025
Range Financial Group LLC

BUY
 -
554
+ 0.64%
$18.1K - $22.6K
87.6K $3.53M
Jul 15, 2025 Q2 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
505
+ 1.23%
$16.5K - $20.6K
41.5K $1.67M
Jul 16, 2025 Q2 2025
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
455
+ 0.98%
$14.9K - $18.5K
47K $1.89M
Jul 09, 2025 Q2 2025
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
345
+ 1.27%
$11.3K - $14.1K
27.6K $1.11M
Jul 09, 2025 Q2 2025
Keystone Wealth Services, LLC

BUY
 -
296
+ 0.96%
$9.67K - $12.1K
31.2K $1.26M
Jul 17, 2025 Q2 2025
K2 Financial Inc.

Glendora, CA
BUY
 -
287
+ 4.61%
$9.37K - $11.7K
6.51K $263K
Jul 07, 2025 Q2 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
274
New
$8.95K - $11.2K
274 $11.1K
Jul 15, 2025 Q2 2025
Oxinas Partners Wealth Management LLC

BUY
 -
267
+ 0.29%
$8.72K - $10.9K
93.4K $3.77M
Jul 09, 2025 Q2 2025
Lincoln Capital Corp

BUY
 -
256
+ 2.35%
$8.36K - $10.4K
11.1K $449K
Jul 14, 2025 Q2 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
201
+ 0.97%
$6.56K - $8.19K
20.8K $840K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
175
New
$5.72K - $7.13K
175 $7.06K
Jul 15, 2025 Q2 2025
Patriot Investment Management Inc.

BUY
 -
142
+ 0.17%
$4.64K - $5.79K
84.2K $3.4M
Jul 08, 2025 Q2 2025
Wealth Care Investment Partners, LLC

BUY
 -
121
+ 0.51%
$3.95K - $4.93K
23.8K $961K
Jul 17, 2025 Q2 2025
Astoria Strategic Wealth, Inc.

BUY
 -
119
+ 0.92%
$3.89K - $4.85K
13.1K $529K
Jul 10, 2025 Q2 2025
Atticus Wealth Management, LLC

BUY
 -
99
New
$3.23K - $4.03K
99 $3.99K
Jul 09, 2025 Q2 2025
Wolff Financial Management LLC

BUY
 -
98
+ 1.67%
$3.2K - $3.99K
5.96K $240K
Jul 07, 2025 Q2 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
89
New
$2.91K - $3.63K
89 $3.59K
Jul 15, 2025 Q2 2025
Meridian Financial, LLC

Holliston, MA
BUY
 -
74
+ 1.18%
$2.42K - $3.02K
6.32K $255K
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
66
+ 2.63%
$2.16K - $2.69K
2.58K $104K
Jul 14, 2025 Q2 2025
Act Advisors, Llc.

BUY
 -
63
+ 0.12%
$2.06K - $2.57K
53.6K $2.16M
Jul 17, 2025 Q2 2025
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
9
+ 7.44%
$294 - $367
130 $5.24K
Jul 16, 2025 Q2 2025
Howard Capital Management Group, LLC

BUY
 -
9
+ 0.08%
$294 - $367
11.2K $452K
Jul 07, 2025 Q2 2025
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
5
+ 0.04%
$163 - $204
13.2K $533K
Jul 16, 2025 Q2 2025
Org Partners LLC

Roanoke, IN
BUY
 -
2
+ 0.31%
$65.3 - $81.5
639 $25.8K
Jul 15, 2025 Q2 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
2
+ 1.27%
$65.3 - $81.5
159 $6.41K
Jul 16, 2025 Q2 2025
Mjt & Associates Financial Advisory Group, Inc.

Monteviceo, MN
BUY
 -
1
+ 0.01%
$32.7 - $40.8
12K $483K
Jul 16, 2025 Q2 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
0
New
$0 - $0
0 $0
Jul 07, 2025 Q2 2025
Trust CO

SELL
 -
-1
- 0.12%
$32.7 - $40.8
816 $32.9K
Jul 17, 2025 Q2 2025
Venture Visionary Partners LLC

SELL
 -
-8
- 0.01%
$261 - $326
89.1K $3.59M

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