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 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 1.61% |
$85.7K - $92.3K
|
131K
$5.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.24K- 5.93% |
$89K - $95.8K
|
35.5K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.34K- 16.31% |
$92.9K - $100K
|
12K
$530K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.44K- 26.18% |
$97K - $104K
|
6.88K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.48K- 32.57% |
$98.5K - $106K
|
5.13K
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 1.98% |
$100K - $108K
|
125K
$5.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.66K- 0.29% |
$106K - $114K
|
905K
$40.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2.74K- 22.93% |
$109K - $118K
|
9.22K
$408K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.01K- 2.93% |
$120K - $129K
|
99.6K
$4.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.02K- 6.27% |
$120K - $129K
|
45.1K
$2M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.05K- 32.36% |
$121K - $131K
|
6.37K
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.12K- 4.17% |
$124K - $134K
|
71.8K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-3.16K- 1.41% |
$126K - $135K
|
220K
$9.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.18K- 3.52% |
$127K - $136K
|
87.3K
$3.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-3.2K- 2.25% |
$127K - $137K
|
139K
$6.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.22K- 50.0% |
$128K - $138K
|
3.22K
$143K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.28K- 5.86% |
$131K - $141K
|
52.7K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.31K- 1.87% |
$132K - $142K
|
173K
$7.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-3.31K- 6.18% |
$132K - $142K
|
50.3K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.33K- 1.85% |
$133K - $143K
|
177K
$7.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.37K- 3.78% |
$134K - $144K
|
85.8K
$3.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.66K- 3.79% |
$145K - $157K
|
92.7K
$4.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.68K- 15.13% |
$146K - $158K
|
20.6K
$914K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.71K- 2.81% |
$148K - $159K
|
128K
$5.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.72K- 2.28% |
$148K - $159K
|
159K
$7.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.82K- 19.3% |
$152K - $164K
|
16K
$707K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.9K- 61.3% |
$155K - $167K
|
2.46K
$109K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.9K- 0.25% |
$155K - $167K
|
1.55M
$68.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.92K- 7.09% |
$156K - $168K
|
51.4K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 0.42% |
$162K - $175K
|
966K
$42.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.14K- 18.56% |
$165K - $177K
|
18.1K
$804K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.14K- 5.12% |
$165K - $177K
|
76.7K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.15K- 1.7% |
$165K - $178K
|
240K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.26K- 49.04% |
$170K - $183K
|
4.43K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.45K- 10.33% |
$177K - $191K
|
38.6K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.46K- 8.02% |
$178K - $191K
|
51.1K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.64K- 5.44% |
$185K - $199K
|
80.8K
$3.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.66K- 3.81% |
$185K - $200K
|
117K
$5.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-4.77K- 5.72% |
$190K - $204K
|
78.6K
$3.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.93K- 49.26% |
$196K - $211K
|
5.08K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.99K- 23.4% |
$198K - $214K
|
16.3K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.26K- 5.22% |
$209K - $225K
|
95.5K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-5.78K- 2.21% |
$230K - $248K
|
256K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.92K- 7.42% |
$235K - $254K
|
73.8K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.18K- 25.15% |
$246K - $265K
|
18.4K
$814K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.24K- 1.92% |
$248K - $267K
|
319K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.38K- 1.17% |
$254K - $274K
|
539K
$23.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6.46K- 2.49% |
$257K - $277K
|
253K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.56K- 10.19% |
$261K - $281K
|
57.8K
$2.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.65K- 3.37% |
$264K - $285K
|
191K
$8.44M
|