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 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-45K- 18.21% |
$1.79M - $1.93M
|
202K
$8.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-45.4K- 79.4% |
$1.81M - $1.95M
|
11.8K
$516K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-45.6K- 15.71% |
$1.82M - $1.96M
|
245K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-47.9K- 11.21% |
$1.91M - $2.05M
|
379K
$16.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-51K- 30.47% |
$2.03M - $2.19M
|
116K
$5.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-61.5K- 22.53% |
$2.45M - $2.64M
|
212K
$9.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-63.4K- 13.47% |
$2.52M - $2.72M
|
407K
$17.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-64.5K- 16.43% |
$2.57M - $2.76M
|
328K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-76.4K- 79.44% |
$3.04M - $3.28M
|
19.8K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76.6K- 3.23% |
$3.05M - $3.28M
|
2.3M
$100M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-82K- 3.99% |
$3.26M - $3.51M
|
1.97M
$86.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87.2K- 11.91% |
$3.47M - $3.74M
|
645K
$28.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-96K- 9.11% |
$3.82M - $4.12M
|
958K
$41.9M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-101K- 12.93% |
$4.03M - $4.34M
|
682K
$29.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-104KClosed |
$4.16M - $4.48M
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-107K- 2.12% |
$4.24M - $4.57M
|
4.92M
$215M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-107K- 15.69% |
$4.26M - $4.59M
|
576K
$25.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-109K- 30.57% |
$4.33M - $4.66M
|
247K
$10.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-112K- 85.31% |
$4.45M - $4.8M
|
19.3K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-112K- 95.53% |
$4.46M - $4.8M
|
5.25K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124K- 5.44% |
$4.92M - $5.3M
|
2.15M
$94M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132K- 10.01% |
$5.25M - $5.66M
|
1.19M
$51.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-143K- 48.74% |
$5.68M - $6.11M
|
150K
$6.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-145K- 50.63% |
$5.75M - $6.19M
|
141K
$6.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-164K- 8.88% |
$6.54M - $7.04M
|
1.68M
$73.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-170K- 8.37% |
$6.75M - $7.27M
|
1.86M
$81.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-229K- 2.96% |
$9.11M - $9.81M
|
7.5M
$328M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355K- 5.84% |
$14.1M - $15.2M
|
5.72M
$250M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-386K- 41.36% |
$15.4M - $16.5M
|
547K
$23.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-908K- 94.25% |
$36.2M - $38.9M
|
55.4K
$2.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.01M- 96.09% |
$40.2M - $43.3M
|
41.1K
$1.8M
|