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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.1M+ 13.18% |
$523M - $563M
|
113M
$4.93B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
6.52MNew |
$260M - $280M
|
6.52M
$285M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.04M+ 13.48% |
$161M - $173M
|
34.1M
$1.49B
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.87MNew |
$74.5M - $80.2M
|
1.87M
$81.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3M+ 14.66% |
$51.9M - $55.9M
|
10.2M
$446M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.23M+ 26.32% |
$48.9M - $52.7M
|
5.9M
$258M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.1M+ 659.9% |
$43.8M - $47.2M
|
1.27M
$55.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
969K+ 36.83% |
$38.6M - $41.5M
|
3.6M
$157M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
806K+ 20.24% |
$32.1M - $34.6M
|
4.79M
$210M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
724K+ 10.89% |
$28.8M - $31M
|
7.37M
$323M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
631K+ 20.6% |
$25.1M - $27.1M
|
3.69M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
626K+ 15.13% |
$24.9M - $26.8M
|
4.76M
$208M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
452K+ 3.19% |
$18M - $19.4M
|
14.6M
$640M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
417K+ 224.47% |
$16.6M - $17.9M
|
602K
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
404K+ 23.28% |
$16.1M - $17.3M
|
2.14M
$93.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
373K+ 6.64% |
$14.8M - $16M
|
5.99M
$262M
|
|
|
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
$15.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
342K+ 25.35% |
$13.6M - $14.7M
|
1.69M
$74M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
325K+ 20.81% |
$12.9M - $13.9M
|
1.89M
$82.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
290K+ 246.74% |
$11.5M - $12.4M
|
408K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264K+ 8.39% |
$10.5M - $11.3M
|
3.41M
$149M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
260K+ 16.75% |
$10.4M - $11.2M
|
1.81M
$79.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
224K+ 15.14% |
$8.91M - $9.6M
|
1.7M
$74.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
214K+ 5.19% |
$8.5M - $9.15M
|
4.33M
$189M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
204K+ 50.41% |
$8.11M - $8.73M
|
608K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
203K+ 61.85% |
$8.09M - $8.72M
|
532K
$23.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
198K+ 15.47% |
$7.86M - $8.47M
|
1.47M
$64.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
180K+ 9.78% |
$7.16M - $7.71M
|
2.02M
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
168K+ 34.21% |
$6.69M - $7.2M
|
659K
$28.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fairfield University
|
BUY
|
- |
162K+ 121.11% |
$6.46M - $6.95M
|
296K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
159K+ 104.84% |
$6.33M - $6.82M
|
311K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
156K+ 31.82% |
$6.2M - $6.68M
|
646K
$28.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
153KNew |
$6.1M - $6.57M
|
153K
$6.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
153K+ 25.16% |
$6.09M - $6.56M
|
762K
$33.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150K+ 5.34% |
$5.95M - $6.41M
|
2.95M
$129M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
137K+ 32.31% |
$5.46M - $5.88M
|
562K
$24.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137K+ 7.55% |
$5.45M - $5.87M
|
1.95M
$85.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
133K+ 14.78% |
$5.31M - $5.71M
|
1.04M
$45.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 6.97% |
$5.21M - $5.61M
|
2.01M
$87.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 7.95% |
$5.1M - $5.49M
|
1.74M
$76.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
128K+ 11.56% |
$5.09M - $5.49M
|
1.23M
$54M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
124K+ 29.33% |
$4.93M - $5.31M
|
547K
$23.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121K+ 16.53% |
$4.82M - $5.19M
|
854K
$37.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.88M
|
114K
$4.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
111K+ 7.36% |
$4.43M - $4.77M
|
1.62M
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110K+ 4.64% |
$4.4M - $4.74M
|
2.49M
$109M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
106K+ 18.75% |
$4.23M - $4.55M
|
672K
$29.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
106K+ 16.68% |
$4.22M - $4.54M
|
742K
$32.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
104K+ 50.03% |
$4.13M - $4.44M
|
311K
$13.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
101K+ 5.05% |
$4.01M - $4.32M
|
2.1M
$91.7M
|