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 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10.2K+ 1.52% |
$405K - $436K
|
678K
$30M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1K+ 45.35% |
$402K - $433K
|
32.4K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1K+ 38.42% |
$402K - $432K
|
36.4K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.64K+ 13.35% |
$383K - $413K
|
81.8K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.58K+ 73.33% |
$381K - $411K
|
22.7K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
9.4KNew |
$374K - $403K
|
9.4K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.36K+ 16.51% |
$373K - $401K
|
66.1K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.35K+ 3.47% |
$372K - $401K
|
279K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
9.32K+ 2.47% |
$371K - $399K
|
386K
$17.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
9.29K+ 44.21% |
$370K - $398K
|
30.3K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
9.18K+ 13.12% |
$365K - $393K
|
79.1K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9.07K+ 2612.97% |
$361K - $389K
|
9.41K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.95K+ 36.77% |
$356K - $384K
|
33.3K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
8.94K+ 11.57% |
$356K - $383K
|
86.2K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.94K+ 15.2% |
$356K - $383K
|
67.7K
$3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.84K+ 31.95% |
$352K - $379K
|
36.5K
$1.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.81K+ 2.81% |
$350K - $377K
|
322K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.78KNew |
$349K - $376K
|
8.78K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.74K+ 162.01% |
$348K - $374K
|
14.1K
$626K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.71K+ 4.2% |
$347K - $373K
|
216K
$9.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.63K+ 2654.15% |
$343K - $370K
|
8.95K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
8.57KNew |
$341K - $367K
|
8.57K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.57KNew |
$341K - $367K
|
8.57K
$380K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
8.38KNew |
$333K - $359K
|
8.38K
$371K
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
8.32KNew |
$331K - $357K
|
8.32K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.25K+ 20.93% |
$328K - $354K
|
47.7K
$2.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.15K+ 31.18% |
$324K - $349K
|
34.3K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.09KNew |
$322K - $347K
|
8.09K
$358K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.09K+ 46.51% |
$322K - $347K
|
25.5K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.02KNew |
$319K - $344K
|
8.02K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.01K+ 3.99% |
$319K - $343K
|
209K
$9.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.94K+ 1.56% |
$316K - $340K
|
516K
$22.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.85K+ 5.7% |
$312K - $336K
|
146K
$6.45M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.74K+ 82.23% |
$308K - $332K
|
17.2K
$760K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.71K+ 3.6% |
$307K - $331K
|
222K
$9.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.65KNew |
$304K - $328K
|
7.65K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.58KNew |
$302K - $325K
|
7.58K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7.54K+ 28.07% |
$300K - $323K
|
34.4K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.48K+ 14.52% |
$298K - $321K
|
59K
$2.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.44K+ 7.14% |
$296K - $319K
|
112K
$4.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.41K+ 4.17% |
$295K - $318K
|
185K
$8.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.37KNew |
$293K - $316K
|
7.37K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.35KNew |
$292K - $315K
|
7.35K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.21K+ 10.7% |
$287K - $309K
|
74.6K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.03K+ 83.89% |
$280K - $301K
|
15.4K
$682K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.97K+ 11.18% |
$278K - $299K
|
69.4K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.91K+ 24.06% |
$275K - $296K
|
35.6K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6.9K+ 3.8% |
$275K - $296K
|
189K
$8.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.78KNew |
$270K - $291K
|
6.78K
$300K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.76K+ 4.67% |
$269K - $290K
|
152K
$6.71M
|