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 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.8K+ 19.29% |
$510K - $549K
|
79.2K
$3.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
12.4K+ 21.74% |
$492K - $529K
|
69.2K
$2.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12K+ 14.47% |
$480K - $516K
|
95.3K
$4.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11.9K+ 45.82% |
$474K - $511K
|
37.9K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$462K - $498K
|
11.6K
$502K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.5K+ 4.53% |
$459K - $495K
|
266K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.5K+ 5.31% |
$456K - $492K
|
227K
$9.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 3.29% |
$454K - $489K
|
358K
$15.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4K+ 12.49% |
$453K - $487K
|
102K
$4.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11K+ 8.87% |
$437K - $470K
|
135K
$5.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.9K+ 25.14% |
$435K - $468K
|
54.4K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 18.55% |
$432K - $466K
|
69.4K
$3M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 39.23% |
$430K - $463K
|
38.3K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
10.7KNew |
$427K - $460K
|
10.7K
$464K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.4K+ 37.82% |
$416K - $448K
|
38.1K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.4K+ 4.85% |
$413K - $445K
|
224K
$9.7M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10.2K+ 1.52% |
$405K - $436K
|
678K
$29.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1K+ 45.35% |
$402K - $433K
|
32.4K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.64K+ 13.35% |
$383K - $413K
|
81.8K
$3.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.58K+ 73.33% |
$381K - $411K
|
22.7K
$980K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
9.4KNew |
$374K - $403K
|
9.4K
$406K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.36K+ 16.51% |
$373K - $401K
|
66.1K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
9.32K+ 2.47% |
$371K - $399K
|
386K
$16.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
9.29K+ 44.21% |
$370K - $398K
|
30.3K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
9.18K+ 13.12% |
$365K - $393K
|
79.1K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.95K+ 36.77% |
$356K - $384K
|
33.3K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
8.94K+ 11.57% |
$356K - $383K
|
86.2K
$3.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.84K+ 31.95% |
$352K - $379K
|
36.5K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.81K+ 2.81% |
$350K - $377K
|
322K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.78KNew |
$349K - $376K
|
8.78K
$380K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.71K+ 4.2% |
$347K - $373K
|
216K
$9.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.63K+ 2654.15% |
$343K - $370K
|
8.95K
$387K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
8.38KNew |
$333K - $359K
|
8.38K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
8.32KNew |
$331K - $357K
|
8.32K
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.25K+ 20.93% |
$328K - $354K
|
47.7K
$2.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.15K+ 31.18% |
$324K - $349K
|
34.3K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.09KNew |
$322K - $347K
|
8.09K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.09K+ 46.51% |
$322K - $347K
|
25.5K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.02KNew |
$319K - $344K
|
8.02K
$347K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.01K+ 3.99% |
$319K - $343K
|
209K
$9.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.94K+ 1.56% |
$316K - $340K
|
516K
$22.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.85K+ 5.7% |
$312K - $336K
|
146K
$6.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.74K+ 82.23% |
$308K - $332K
|
17.2K
$742K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.71K+ 3.6% |
$307K - $331K
|
222K
$9.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.58KNew |
$302K - $325K
|
7.58K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7.54K+ 28.07% |
$300K - $323K
|
34.4K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.48K+ 14.52% |
$298K - $321K
|
59K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.44K+ 7.14% |
$296K - $319K
|
112K
$4.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.41K+ 4.17% |
$295K - $318K
|
185K
$8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.35KNew |
$292K - $315K
|
7.35K
$318K
|