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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.66K- 5.33% |
$265K - $285K
|
118K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6.78K- 39.6% |
$270K - $291K
|
10.3K
$458K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.81K- 21.04% |
$271K - $292K
|
25.5K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.39K- 2.99% |
$294K - $317K
|
240K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7.4K- 7.54% |
$294K - $317K
|
90.6K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-7.59K- 55.43% |
$302K - $325K
|
6.11K
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.68K- 3.0% |
$306K - $329K
|
248K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.02K- 4.19% |
$319K - $344K
|
184K
$8.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.06K- 39.48% |
$321K - $345K
|
12.3K
$547K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.56K- 51.65% |
$341K - $367K
|
8.02K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.74K- 24.08% |
$348K - $375K
|
27.6K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.86K- 8.84% |
$353K - $380K
|
91.3K
$4.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.18K- 38.84% |
$365K - $393K
|
14.5K
$640K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 1.62% |
$386K - $416K
|
589K
$26.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 6.72% |
$407K - $439K
|
142K
$6.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.6K- 5.68% |
$423K - $456K
|
176K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-10.8K- 1.93% |
$429K - $462K
|
547K
$24.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-10.8K- 4.57% |
$431K - $464K
|
226K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.9K- 76.53% |
$432K - $466K
|
3.33K
$148K
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-11.2K- 2.95% |
$445K - $479K
|
368K
$16.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-14.3K- 43.14% |
$568K - $612K
|
18.8K
$833K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.7K- 1.62% |
$585K - $630K
|
892K
$39.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-15.1K- 8.3% |
$602K - $648K
|
167K
$7.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-16.3K- 1.98% |
$649K - $699K
|
807K
$35.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 5.53% |
$696K - $749K
|
298K
$13.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-18.9K- 6.86% |
$751K - $809K
|
256K
$11.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-19.6K- 2.38% |
$778K - $838K
|
801K
$35.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-21.5K- 11.02% |
$854K - $919K
|
173K
$7.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-21.9K- 8.6% |
$870K - $937K
|
232K
$10.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-25.8K- 2.56% |
$1.03M - $1.11M
|
981K
$43.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-28.3K- 56.13% |
$1.13M - $1.21M
|
22.2K
$981K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-29.5K- 6.87% |
$1.17M - $1.26M
|
400K
$17.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-29.6K- 2.89% |
$1.18M - $1.27M
|
997K
$44.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-36K- 9.35% |
$1.43M - $1.54M
|
349K
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-37.2K- 4.37% |
$1.48M - $1.59M
|
813K
$36M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-39.5K- 77.77% |
$1.57M - $1.69M
|
11.3K
$500K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-41.6K- 33.98% |
$1.65M - $1.78M
|
80.8K
$3.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-42.2K- 4.88% |
$1.68M - $1.81M
|
822K
$36.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-45K- 18.21% |
$1.79M - $1.93M
|
202K
$8.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-45.4K- 79.4% |
$1.81M - $1.95M
|
11.8K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-45.6K- 15.71% |
$1.82M - $1.96M
|
245K
$10.8M
|