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 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-3.2K- 2.25% |
$127K - $137K
|
139K
$6.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.22K- 50.0% |
$128K - $138K
|
3.22K
$139K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.28K- 5.86% |
$131K - $141K
|
52.7K
$2.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.31K- 1.87% |
$132K - $142K
|
173K
$7.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-3.31K- 6.18% |
$132K - $142K
|
50.3K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.37K- 3.78% |
$134K - $144K
|
85.8K
$3.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.66K- 3.79% |
$145K - $157K
|
92.7K
$4.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.68K- 15.13% |
$146K - $158K
|
20.6K
$892K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.71K- 2.81% |
$148K - $159K
|
128K
$5.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.72K- 2.28% |
$148K - $159K
|
159K
$6.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.82K- 19.3% |
$152K - $164K
|
16K
$691K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.9K- 61.3% |
$155K - $167K
|
2.46K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.9K- 0.25% |
$155K - $167K
|
1.55M
$67.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.92K- 7.09% |
$156K - $168K
|
51.4K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 0.42% |
$162K - $175K
|
966K
$41.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.14K- 18.56% |
$165K - $177K
|
18.1K
$785K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.14K- 5.12% |
$165K - $177K
|
76.7K
$3.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.15K- 1.7% |
$165K - $178K
|
240K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.26K- 49.04% |
$170K - $183K
|
4.43K
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.46K- 8.02% |
$178K - $191K
|
51.1K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.66K- 3.81% |
$185K - $200K
|
117K
$5.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-4.77K- 5.72% |
$190K - $204K
|
78.6K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.93K- 49.26% |
$196K - $211K
|
5.08K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.99K- 23.4% |
$198K - $214K
|
16.3K
$706K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.26K- 5.22% |
$209K - $225K
|
95.5K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-5.78K- 2.21% |
$230K - $248K
|
256K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.92K- 7.42% |
$235K - $254K
|
73.8K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.18K- 25.15% |
$246K - $265K
|
18.4K
$795K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.24K- 1.92% |
$248K - $267K
|
319K
$13.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.38K- 1.17% |
$254K - $274K
|
539K
$23.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6.46K- 2.49% |
$257K - $277K
|
253K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.56K- 10.19% |
$261K - $281K
|
57.8K
$2.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.65K- 3.37% |
$264K - $285K
|
191K
$8.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.66K- 5.33% |
$265K - $285K
|
118K
$5.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.81K- 21.04% |
$271K - $292K
|
25.5K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.39K- 2.99% |
$294K - $317K
|
240K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7.4K- 7.54% |
$294K - $317K
|
90.6K
$3.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-7.59K- 55.43% |
$302K - $325K
|
6.11K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.68K- 3.0% |
$306K - $329K
|
248K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.02K- 4.19% |
$319K - $344K
|
184K
$7.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.86K- 8.84% |
$353K - $380K
|
91.3K
$3.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.18K- 38.84% |
$365K - $393K
|
14.5K
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 1.62% |
$386K - $416K
|
589K
$25.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 6.72% |
$407K - $439K
|
142K
$6.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.6K- 5.68% |
$423K - $456K
|
176K
$7.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-10.8K- 1.93% |
$429K - $462K
|
547K
$23.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-10.8K- 4.57% |
$431K - $464K
|
226K
$9.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.9K- 76.53% |
$432K - $466K
|
3.33K
$144K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.7K- 1.62% |
$585K - $630K
|
892K
$38.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-15.1K- 8.3% |
$602K - $648K
|
167K
$7.22M
|