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
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
54.1K+ 15.57% |
$2.15M - $2.32M
|
401K
$17.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
52.7K+ 35.06% |
$2.1M - $2.26M
|
203K
$9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
50.9K+ 0.37% |
$2.03M - $2.18M
|
13.6M
$604M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50.8K+ 5.08% |
$2.02M - $2.18M
|
1.05M
$46.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.8K+ 12.91% |
$1.9M - $2.05M
|
418K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
46.5K+ 6.22% |
$1.85M - $1.99M
|
794K
$35.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46.1KNew |
$1.83M - $1.97M
|
46.1K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.8K+ 3.26% |
$1.74M - $1.88M
|
1.38M
$61.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
41.8K+ 608.56% |
$1.66M - $1.79M
|
48.6K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
41.2KNew |
$1.64M - $1.77M
|
41.2K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39.6K+ 77.96% |
$1.58M - $1.7M
|
90.3K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
39.2K+ 33.84% |
$1.56M - $1.68M
|
155K
$6.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
38.7K+ 7.2% |
$1.54M - $1.66M
|
576K
$25.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.7K+ 8.18% |
$1.54M - $1.66M
|
512K
$22.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
38.3K+ 6.17% |
$1.52M - $1.64M
|
658K
$29.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.6K+ 1.06% |
$1.42M - $1.52M
|
3.37M
$149M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
34.5K+ 279.17% |
$1.37M - $1.48M
|
46.9K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
33.2K+ 11.18% |
$1.32M - $1.42M
|
331K
$14.6M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
32.8KNew |
$1.3M - $1.4M
|
32.8K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.5K+ 16.74% |
$1.3M - $1.39M
|
227K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.2KNew |
$1.28M - $1.38M
|
32.2K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
31.3KNew |
$1.25M - $1.34M
|
31.3K
$1.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
30.7K+ 94.3% |
$1.22M - $1.31M
|
63.2K
$2.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.9K+ 47.86% |
$1.19M - $1.28M
|
92.3K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29K+ 32.51% |
$1.15M - $1.24M
|
118K
$5.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
27.6KNew |
$1.1M - $1.18M
|
27.6K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
27.5KNew |
$1.09M - $1.18M
|
27.5K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
25.9K+ 15.16% |
$1.03M - $1.11M
|
197K
$8.72M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
25.7K+ 91.93% |
$1.02M - $1.1M
|
53.7K
$2.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24.8K+ 13.09% |
$986K - $1.06M
|
214K
$9.48M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.2K+ 4.4% |
$962K - $1.04M
|
573K
$25.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24.1K+ 128.99% |
$961K - $1.03M
|
42.9K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23.8K+ 2.5% |
$948K - $1.02M
|
977K
$43.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23K+ 5.79% |
$916K - $986K
|
421K
$18.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23K+ 38.7% |
$914K - $985K
|
82.3K
$3.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
22.9K+ 1.67% |
$911K - $981K
|
1.39M
$61.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 3.7% |
$895K - $964K
|
630K
$27.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
22.3K+ 5.98% |
$887K - $955K
|
395K
$17.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$873K - $940K
|
21.9K
$971K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
21.8K+ 51.77% |
$868K - $935K
|
64K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
20KNew |
$796K - $857K
|
20K
$886K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 1.24% |
$788K - $848K
|
1.62M
$71.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19.7K+ 11.09% |
$783K - $844K
|
197K
$8.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
19.5K+ 13.19% |
$775K - $835K
|
167K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
19.3K+ 2.74% |
$767K - $826K
|
723K
$32M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
18.9K+ 5.85% |
$752K - $810K
|
342K
$15.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.7K+ 1.2% |
$745K - $803K
|
1.58M
$70.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.7K+ 19.63% |
$744K - $801K
|
114K
$5.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.6K+ 12.87% |
$742K - $799K
|
163K
$7.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
17.7K+ 9.54% |
$705K - $760K
|
203K
$9.01M
|