Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
6.52MNew |
$260M - $280M
|
6.52M
$282M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.1M+ 659.9% |
$43.8M - $47.2M
|
1.27M
$54.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
969K+ 36.83% |
$38.6M - $41.5M
|
3.6M
$156M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
724K+ 10.89% |
$28.8M - $31M
|
7.37M
$319M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
631K+ 20.6% |
$25.1M - $27.1M
|
3.69M
$160M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
452K+ 3.19% |
$18M - $19.4M
|
14.6M
$633M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
417K+ 224.47% |
$16.6M - $17.9M
|
602K
$26M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
404K+ 23.28% |
$16.1M - $17.3M
|
2.14M
$92.6M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
346KNew |
$13.8M - $14.8M
|
346K
$15M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
342K+ 25.35% |
$13.6M - $14.7M
|
1.69M
$73.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
325K+ 20.81% |
$12.9M - $13.9M
|
1.89M
$81.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
224K+ 15.14% |
$8.91M - $9.6M
|
1.7M
$73.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
204K+ 50.41% |
$8.11M - $8.73M
|
608K
$26.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
198K+ 15.47% |
$7.86M - $8.47M
|
1.47M
$63.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
180K+ 9.78% |
$7.16M - $7.71M
|
2.02M
$87.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fairfield University
|
BUY
|
- |
162K+ 121.11% |
$6.46M - $6.95M
|
296K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
156K+ 31.82% |
$6.2M - $6.68M
|
646K
$27.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
153KNew |
$6.1M - $6.57M
|
153K
$6.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150K+ 5.34% |
$5.95M - $6.41M
|
2.95M
$128M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137K+ 7.55% |
$5.45M - $5.87M
|
1.95M
$84.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
128K+ 11.56% |
$5.09M - $5.49M
|
1.23M
$53.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
124K+ 29.33% |
$4.93M - $5.31M
|
547K
$23.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121K+ 16.53% |
$4.82M - $5.19M
|
854K
$37M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.88M
|
114K
$4.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
111K+ 7.36% |
$4.43M - $4.77M
|
1.62M
$70.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
106K+ 18.75% |
$4.23M - $4.55M
|
672K
$29.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
106K+ 16.68% |
$4.22M - $4.54M
|
742K
$32.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
104K+ 50.03% |
$4.13M - $4.44M
|
311K
$13.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
101K+ 5.05% |
$4.01M - $4.32M
|
2.1M
$90.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89.1K+ 43.82% |
$3.54M - $3.82M
|
292K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
88.1K+ 1013.24% |
$3.51M - $3.77M
|
96.8K
$4.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
79.6K+ 54.07% |
$3.17M - $3.41M
|
227K
$9.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
77.5K+ 6.53% |
$3.09M - $3.32M
|
1.27M
$54.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 45.32% |
$3.02M - $3.25M
|
243K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
73.4K+ 134.09% |
$2.92M - $3.15M
|
128K
$5.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
71.9K+ 228.64% |
$2.86M - $3.08M
|
103K
$4.47M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
67.1K+ 16.39% |
$2.67M - $2.87M
|
476K
$20.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.3K+ 18.95% |
$2.6M - $2.8M
|
410K
$17.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
62.2K+ 41.88% |
$2.48M - $2.67M
|
211K
$9.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
61K+ 7.0% |
$2.43M - $2.61M
|
933K
$40.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
59.6K+ 56.4% |
$2.37M - $2.55M
|
165K
$7.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
57.6K+ 5.72% |
$2.29M - $2.47M
|
1.07M
$46.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
55.9K+ 25.51% |
$2.22M - $2.39M
|
275K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
52.7K+ 35.06% |
$2.1M - $2.26M
|
203K
$8.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50.8K+ 5.08% |
$2.02M - $2.18M
|
1.05M
$45.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.8K+ 12.91% |
$1.9M - $2.05M
|
418K
$18.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46.1KNew |
$1.83M - $1.97M
|
46.1K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
41.8K+ 608.56% |
$1.66M - $1.79M
|
48.6K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
41.2KNew |
$1.64M - $1.77M
|
41.2K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39.6K+ 77.96% |
$1.58M - $1.7M
|
90.3K
$3.91M
|