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 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-730- 7.46% |
$29.1K - $31.3K
|
9.05K
$401K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-740- 1.47% |
$29.5K - $31.7K
|
49.8K
$2.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-753- 2.69% |
$30K - $32.3K
|
27.2K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-759- 0.77% |
$30.2K - $32.5K
|
97.3K
$4.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-799- 1.03% |
$31.8K - $34.2K
|
77.1K
$3.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-841- 5.08% |
$33.5K - $36K
|
15.7K
$695K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-844- 1.39% |
$33.6K - $36.2K
|
59.9K
$2.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-870- 0.24% |
$34.6K - $37.3K
|
362K
$16M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-876- 0.53% |
$34.9K - $37.5K
|
163K
$7.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-960- 15.77% |
$38.2K - $41.1K
|
5.13K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.01K- 5.45% |
$40.2K - $43.2K
|
17.5K
$776K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 6.83% |
$40.3K - $43.4K
|
13.8K
$611K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.04K- 8.31% |
$41.4K - $44.6K
|
11.5K
$508K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.05K- 1.81% |
$41.7K - $44.9K
|
56.8K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.1K- 3.52% |
$43.7K - $47.1K
|
30.1K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 6.73% |
$44.2K - $47.6K
|
15.4K
$682K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.14K- 59.35% |
$45.3K - $48.8K
|
780
$34.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.15K- 5.12% |
$45.7K - $49.2K
|
21.3K
$943K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.19K- 9.98% |
$47.4K - $51K
|
10.7K
$476K
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.2K- 1.18% |
$47.6K - $51.2K
|
99.7K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.23K- 10.9% |
$48.9K - $52.6K
|
10K
$444K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.25K- 47.1% |
$49.7K - $53.5K
|
1.4K
$62.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-1.27K- 1.02% |
$50.5K - $54.4K
|
124K
$5.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.31K- 4.52% |
$52.1K - $56.1K
|
27.7K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
SELL
|
- |
-1.34K- 19.47% |
$53.3K - $57.4K
|
5.54K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.15% |
$53.5K - $57.6K
|
61.1K
$2.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.36K- 1.47% |
$54.1K - $58.3K
|
91K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.38K- 1.06% |
$54.8K - $59K
|
129K
$5.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 16.44% |
$54.8K - $59K
|
7K
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.46K- 22.15% |
$58.3K - $62.7K
|
5.14K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.48K- 1.68% |
$58.7K - $63.2K
|
86.1K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.49K- 1.8% |
$59.4K - $64K
|
81.6K
$3.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.56K- 17.51% |
$62.2K - $66.9K
|
7.36K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.57K- 9.21% |
$62.4K - $67.2K
|
15.4K
$684K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.62K- 7.22% |
$64.5K - $69.4K
|
20.8K
$922K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.65K- 5.78% |
$65.7K - $70.7K
|
26.9K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.7K- 0.89% |
$67.7K - $72.9K
|
190K
$8.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.71K- 8.12% |
$68.1K - $73.4K
|
19.4K
$858K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 0.53% |
$70.9K - $76.3K
|
335K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.8K- 3.68% |
$71.6K - $77.1K
|
47.2K
$2.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.8K- 0.65% |
$71.6K - $77.1K
|
277K
$12.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.87K- 5.3% |
$74.6K - $80.3K
|
33.5K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.89K- 0.41% |
$75.2K - $81K
|
463K
$20.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.9K- 11.34% |
$75.7K - $81.6K
|
14.9K
$659K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.97K- 10.43% |
$78.4K - $84.4K
|
16.9K
$749K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.02K- 3.86% |
$80.2K - $86.4K
|
50.2K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.02K- 15.31% |
$80.3K - $86.4K
|
11.2K
$494K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-2.04K- 2.68% |
$81.3K - $87.6K
|
74.2K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-2.06K- 0.96% |
$82.1K - $88.4K
|
212K
$9.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.13K- 0.81% |
$84.6K - $91.1K
|
259K
$11.5M
|