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
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.48K+ 10.93% |
$178K - $192K
|
45.5K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
4.43K+ 8.86% |
$176K - $190K
|
54.4K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.31K+ 1.96% |
$171K - $185K
|
224K
$9.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.22K+ 17.66% |
$168K - $181K
|
28.1K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.11K+ 46.8% |
$164K - $176K
|
12.9K
$558K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.09K+ 6.59% |
$163K - $175K
|
66.1K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.97K+ 39.29% |
$158K - $170K
|
14.1K
$609K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.75K+ 2.88% |
$149K - $161K
|
134K
$5.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.57K+ 4.86% |
$142K - $153K
|
77.1K
$3.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.44K+ 7.46% |
$137K - $147K
|
49.5K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.4K+ 1.38% |
$135K - $146K
|
251K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.36K+ 65.51% |
$134K - $144K
|
8.49K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.19K+ 1.67% |
$127K - $137K
|
194K
$8.4M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.06K+ 0.62% |
$122K - $131K
|
498K
$21.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
2.99K+ 16.72% |
$119K - $128K
|
20.9K
$904K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.92K+ 41.1% |
$116K - $125K
|
10K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.85KNew |
$113K - $122K
|
2.85K
$123K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.83KNew |
$113K - $121K
|
2.83K
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 9.59% |
$106K - $114K
|
30.4K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.65K+ 12.73% |
$106K - $114K
|
23.5K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.63K+ 38.77% |
$105K - $113K
|
9.41K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
2.44K+ 1.22% |
$97.2K - $105K
|
203K
$8.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.07K+ 7.24% |
$82.4K - $88.8K
|
30.7K
$1.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.02K+ 18.35% |
$80.2K - $86.4K
|
13K
$562K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2K+ 31.87% |
$79.6K - $85.7K
|
8.28K
$358K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.96K+ 2.78% |
$77.9K - $83.9K
|
72.5K
$3.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.91K+ 0.86% |
$76.1K - $82K
|
224K
$9.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.9K+ 11.37% |
$75.7K - $81.5K
|
18.6K
$805K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.88K+ 19.61% |
$74.6K - $80.4K
|
11.4K
$495K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.77K+ 6.87% |
$70.4K - $75.9K
|
27.5K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 0.85% |
$66.4K - $71.5K
|
197K
$8.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.59K+ 1.7% |
$63.2K - $68.1K
|
95K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.59K+ 4.48% |
$63.2K - $68.1K
|
37K
$1.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.57K+ 27.98% |
$62.4K - $67.2K
|
7.17K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.55K+ 0.23% |
$61.8K - $66.5K
|
688K
$29.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.55K+ 11.38% |
$61.5K - $66.3K
|
15.1K
$655K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.55K+ 21.47% |
$61.5K - $66.2K
|
8.74K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.52K+ 5.11% |
$60.4K - $65K
|
31.2K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.43K+ 0.16% |
$56.8K - $61.1K
|
887K
$38.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 5.81% |
$56.1K - $60.4K
|
25.7K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.35K+ 27.16% |
$53.8K - $58K
|
6.33K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.32K+ 21.28% |
$52.6K - $56.6K
|
7.53K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.24K+ 14.8% |
$49.4K - $53.1K
|
9.62K
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.22K+ 4.51% |
$48.6K - $52.3K
|
28.2K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.19K+ 0.91% |
$47.5K - $51.1K
|
133K
$5.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 2.73% |
$47K - $50.7K
|
44.5K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 1.45% |
$46.7K - $50.3K
|
82.2K
$3.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.17K+ 1.11% |
$46.6K - $50.1K
|
107K
$4.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 2.7% |
$45.4K - $48.9K
|
43.4K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.14K+ 20.01% |
$45.3K - $48.7K
|
6.82K
$295K
|