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
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
4.43K+ 8.86% |
$176K - $190K
|
54.4K
$2.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.38K+ 29.05% |
$174K - $188K
|
19.5K
$851K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.31K+ 1.96% |
$171K - $185K
|
224K
$9.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.22K+ 17.66% |
$168K - $181K
|
28.1K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.11K+ 46.8% |
$164K - $176K
|
12.9K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.09K+ 6.59% |
$163K - $175K
|
66.1K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.97K+ 39.29% |
$158K - $170K
|
14.1K
$616K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.75K+ 2.88% |
$149K - $161K
|
134K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.72K+ 0.72% |
$148K - $159K
|
522K
$22.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.57K+ 4.86% |
$142K - $153K
|
77.1K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.49K+ 17.4% |
$139K - $150K
|
23.6K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.44K+ 7.46% |
$137K - $147K
|
49.5K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.4K+ 1.38% |
$135K - $146K
|
251K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.36K+ 65.51% |
$134K - $144K
|
8.49K
$371K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.19K+ 1.67% |
$127K - $137K
|
194K
$8.5M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.06K+ 0.62% |
$122K - $131K
|
498K
$21.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
2.99K+ 16.72% |
$119K - $128K
|
20.9K
$914K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.92K+ 41.1% |
$116K - $125K
|
10K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.85KNew |
$113K - $122K
|
2.85K
$124K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.83KNew |
$113K - $121K
|
2.83K
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 9.59% |
$106K - $114K
|
30.4K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.65K+ 12.73% |
$106K - $114K
|
23.5K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.63K+ 38.77% |
$105K - $113K
|
9.41K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.54K+ 7.0% |
$101K - $109K
|
38.8K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.48K+ 4.83% |
$98.6K - $106K
|
53.8K
$2.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
2.44K+ 1.22% |
$97.2K - $105K
|
203K
$8.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.42K+ 22.16% |
$96.1K - $104K
|
13.3K
$583K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.32K+ 2.37% |
$92.3K - $99.4K
|
100K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 1.2% |
$89.6K - $96.5K
|
190K
$8.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.11K+ 2.1% |
$83.8K - $90.3K
|
102K
$4.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.07K+ 7.24% |
$82.4K - $88.8K
|
30.7K
$1.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.02K+ 18.35% |
$80.2K - $86.4K
|
13K
$569K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2K+ 31.87% |
$79.6K - $85.7K
|
8.28K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.99K+ 7.93% |
$79.3K - $85.4K
|
27.1K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.96K+ 2.78% |
$77.9K - $83.9K
|
72.5K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.93K+ 4.85% |
$76.7K - $82.6K
|
41.7K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.91K+ 0.86% |
$76.1K - $82K
|
224K
$9.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.9K+ 11.37% |
$75.7K - $81.5K
|
18.6K
$815K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.88K+ 19.61% |
$74.6K - $80.4K
|
11.4K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.79K+ 0.52% |
$71.2K - $76.6K
|
348K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.77K+ 6.87% |
$70.4K - $75.9K
|
27.5K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.77K+ 28.25% |
$70.4K - $75.8K
|
8.03K
$351K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 0.85% |
$66.4K - $71.5K
|
197K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.65K+ 29.57% |
$65.7K - $70.8K
|
7.23K
$317K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.64K+ 8.31% |
$65.2K - $70.2K
|
21.3K
$934K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.59K+ 1.7% |
$63.2K - $68.1K
|
95K
$4.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.59K+ 4.48% |
$63.2K - $68.1K
|
37K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.57KNew |
$62.5K - $67.3K
|
1.57K
$68.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.57K+ 27.98% |
$62.4K - $67.2K
|
7.17K
$314K
|