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 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-29- 0.52% |
$947 - $1.18K
|
5.52K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-31- 0.33% |
$1.01K - $1.26K
|
9.35K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-73- 0.51% |
$2.38K - $2.97K
|
14.2K
$573K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-78- 0.4% |
$2.55K - $3.18K
|
19.6K
$791K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-100- 0.51% |
$3.27K - $4.08K
|
19.4K
$782K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 1.98% |
$4.51K - $5.62K
|
6.83K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-224- 2.81% |
$7.32K - $9.13K
|
7.76K
$313K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-253- 2.82% |
$8.26K - $10.3K
|
8.71K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-262- 2.58% |
$8.56K - $10.7K
|
9.88K
$399K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-296- 3.41% |
$9.67K - $12.1K
|
8.37K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-325- 1.32% |
$10.6K - $13.2K
|
24.3K
$981K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-380- 3.88% |
$12.4K - $15.5K
|
9.42K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-481- 0.66% |
$15.7K - $19.6K
|
72.2K
$2.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-485- 3.5% |
$15.8K - $19.8K
|
13.4K
$539K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-599- 1.38% |
$19.6K - $24.4K
|
42.9K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-605- 0.41% |
$19.8K - $24.7K
|
147K
$5.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-687- 3.56% |
$22.4K - $28K
|
18.6K
$751K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-699- 11.03% |
$22.8K - $28.5K
|
5.64K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-710- 0.84% |
$23.2K - $28.9K
|
84.3K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-728- 3.76% |
$23.8K - $29.7K
|
18.6K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-854- 0.59% |
$27.9K - $34.8K
|
145K
$5.84M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-900- 2.34% |
$29.4K - $36.7K
|
37.5K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-946- 0.58% |
$30.9K - $38.5K
|
163K
$6.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-958- 1.95% |
$31.3K - $39K
|
48.1K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$38.9K - $48.6K
|
94.5K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.4K- 11.31% |
$45.7K - $57.1K
|
11K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.52K- 8.43% |
$49.6K - $61.9K
|
16.5K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 7.54% |
$50.6K - $63.2K
|
19K
$766K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.71K- 20.59% |
$55.9K - $69.8K
|
6.61K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.89K- 2.96% |
$61.6K - $76.8K
|
61.7K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 18.02% |
$70.4K - $87.8K
|
9.81K
$395K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.2K- 10.27% |
$71.8K - $89.6K
|
19.2K
$774K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.55K- 0.88% |
$83.2K - $104K
|
288K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.78K- 21.7% |
$90.9K - $113K
|
10K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.81K- 33.56% |
$91.6K - $114K
|
5.55K
$224K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-3.26K- 3.13% |
$106K - $133K
|
101K
$4.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.31K- 1.17% |
$108K - $135K
|
278K
$11.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.41K- 20.58% |
$111K - $139K
|
13.2K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.51K- 3.66% |
$115K - $143K
|
92.4K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.06K- 3.06% |
$132K - $165K
|
128K
$5.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.73K- 28.69% |
$220K - $274K
|
16.7K
$674K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 11.07% |
$228K - $284K
|
56K
$2.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.2K- 7.78% |
$235K - $294K
|
85.4K
$3.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8.37K- 27.17% |
$273K - $341K
|
22.4K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8.87K- 8.43% |
$290K - $361K
|
96.3K
$3.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-9.11K- 3.39% |
$297K - $371K
|
259K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.52K- 58.4% |
$311K - $388K
|
6.78K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-9.63K- 51.93% |
$314K - $392K
|
8.91K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.8K- 43.35% |
$320K - $400K
|
12.8K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.5K- 44.62% |
$344K - $430K
|
13.1K
$528K
|