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 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 2.73% |
$47K - $50.7K
|
44.5K
$1.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 1.45% |
$46.7K - $50.3K
|
82.2K
$3.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.17K+ 1.11% |
$46.6K - $50.1K
|
107K
$4.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 2.7% |
$45.4K - $48.9K
|
43.4K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.14K+ 20.01% |
$45.3K - $48.7K
|
6.82K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.08K+ 3.55% |
$42.9K - $46.2K
|
31.5K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.05K+ 9.37% |
$41.9K - $45.1K
|
12.3K
$544K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.05K+ 0.82% |
$41.8K - $45K
|
129K
$5.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1K+ 1.52% |
$39.9K - $43K
|
66.8K
$2.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1K+ 3.59% |
$39.8K - $42.9K
|
28.9K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
986+ 10.77% |
$39.2K - $42.3K
|
10.1K
$449K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
984+ 1.1% |
$39.2K - $42.2K
|
90.1K
$3.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
964+ 0.75% |
$38.4K - $41.3K
|
129K
$5.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
954+ 9.94% |
$38K - $40.9K
|
10.6K
$467K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
930New |
$37K - $39.9K
|
930
$41.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
924+ 16.65% |
$36.8K - $39.6K
|
6.47K
$287K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
853+ 2.41% |
$33.9K - $36.6K
|
36.2K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
850New |
$33.8K - $36.4K
|
850
$37.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
830+ 13.91% |
$33K - $35.6K
|
6.8K
$301K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
779+ 8.33% |
$31K - $33.4K
|
10.1K
$449K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
770+ 0.7% |
$30.6K - $33K
|
110K
$4.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
737+ 3.09% |
$29.3K - $31.6K
|
24.6K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
729+ 4.0% |
$29K - $31.2K
|
18.9K
$839K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
721+ 0.41% |
$28.7K - $30.9K
|
178K
$7.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
718+ 1.28% |
$28.6K - $30.8K
|
56.8K
$2.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
694+ 10.97% |
$27.6K - $29.7K
|
7.02K
$311K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
675+ 0.71% |
$26.9K - $28.9K
|
95.2K
$4.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
670+ 6.47% |
$26.7K - $28.7K
|
11K
$489K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
661+ 2.72% |
$26.3K - $28.3K
|
25K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
634New |
$25.2K - $27.2K
|
634
$28.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
621+ 81.07% |
$24.7K - $26.6K
|
1.39K
$61.4K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
621+ 2.28% |
$24.7K - $26.6K
|
27.8K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
610New |
$24.3K - $26.1K
|
610
$27K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
588+ 18.1% |
$23.4K - $25.2K
|
3.84K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
583+ 3.78% |
$23.2K - $25K
|
16K
$709K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
567+ 0.52% |
$22.6K - $24.3K
|
110K
$4.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
554+ 0.86% |
$22K - $23.7K
|
64.8K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
553+ 0.48% |
$22K - $23.7K
|
116K
$5.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
549+ 1.68% |
$21.9K - $23.5K
|
33.1K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
544New |
$21.7K - $23.3K
|
544
$24.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
540+ 4.26% |
$21.5K - $23.1K
|
13.2K
$585K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
534+ 0.95% |
$21.3K - $22.9K
|
56.7K
$2.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
500+ 67.02% |
$19.9K - $21.4K
|
1.25K
$55.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
495+ 2.28% |
$19.7K - $21.2K
|
22.2K
$982K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 4.76% |
$18.6K - $20K
|
10.3K
$455K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
462+ 0.28% |
$18.4K - $19.8K
|
167K
$7.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
455+ 1.56% |
$18.1K - $19.5K
|
29.6K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
450+ 0.61% |
$17.9K - $19.3K
|
74.7K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
445New |
$17.7K - $19.1K
|
445
$19.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
418+ 6.81% |
$16.6K - $17.9K
|
6.56K
$290K
|