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 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 3.14% |
$357K - $445K
|
337K
$13.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-11.4K- 1.24% |
$373K - $465K
|
907K
$36.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.2K- 4.69% |
$398K - $496K
|
247K
$9.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.3K- 23.87% |
$567K - $707K
|
55.3K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-21.4K- 28.55% |
$701K - $874K
|
53.7K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 56.54% |
$739K - $922K
|
17.4K
$701K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-25.1K- 24.05% |
$818K - $1.02M
|
79.1K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-25.8K- 74.79% |
$842K - $1.05M
|
8.69K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-31.6K- 54.83% |
$1.03M - $1.29M
|
26K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-42K- 5.91% |
$1.37M - $1.71M
|
668K
$26.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-42K- 3.83% |
$1.37M - $1.71M
|
1.05M
$42.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-42.3K- 6.01% |
$1.38M - $1.72M
|
662K
$26.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-50.9K- 25.5% |
$1.66M - $2.07M
|
149K
$5.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-119K- 70.05% |
$3.88M - $4.84M
|
50.8K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-315K- 16.82% |
$10.3M - $12.8M
|
1.56M
$62.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-332K- 14.08% |
$10.8M - $13.5M
|
2.03M
$81.7M
|