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 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.55K+ 0.23% |
$61.8K - $66.5K
|
688K
$30.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.55K+ 11.38% |
$61.5K - $66.3K
|
15.1K
$662K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.55K+ 21.47% |
$61.5K - $66.2K
|
8.74K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.52K+ 5.11% |
$60.4K - $65K
|
31.2K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.43K+ 0.16% |
$56.8K - $61.1K
|
887K
$38.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 5.81% |
$56.1K - $60.4K
|
25.7K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.35K+ 1.61% |
$53.9K - $58K
|
85.3K
$3.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.35K+ 27.16% |
$53.8K - $58K
|
6.33K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.34K+ 10.22% |
$53.3K - $57.3K
|
14.4K
$631K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.32K+ 21.28% |
$52.6K - $56.6K
|
7.53K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.32K+ 4.95% |
$52.5K - $56.6K
|
28K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.25K+ 22.51% |
$49.6K - $53.4K
|
6.78K
$297K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.24K+ 14.8% |
$49.4K - $53.1K
|
9.62K
$421K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.22K+ 4.51% |
$48.6K - $52.3K
|
28.2K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.19K+ 0.91% |
$47.5K - $51.1K
|
133K
$5.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 2.73% |
$47K - $50.7K
|
44.5K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 1.45% |
$46.7K - $50.3K
|
82.2K
$3.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.17K+ 1.11% |
$46.6K - $50.1K
|
107K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1.15K+ 3.33% |
$45.6K - $49.1K
|
35.6K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 6.63% |
$45.5K - $49K
|
18.4K
$804K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 2.7% |
$45.4K - $48.9K
|
43.4K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.14K+ 20.01% |
$45.3K - $48.7K
|
6.82K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.08K+ 3.55% |
$42.9K - $46.2K
|
31.5K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.05K+ 9.37% |
$41.9K - $45.1K
|
12.3K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.05K+ 0.82% |
$41.8K - $45K
|
129K
$5.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.04K+ 4.39% |
$41.3K - $44.4K
|
24.6K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.03K+ 2.87% |
$41.1K - $44.2K
|
37K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 18.0% |
$40.8K - $44K
|
6.73K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.02K+ 0.37% |
$40.5K - $43.6K
|
277K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1K+ 1.52% |
$39.9K - $43K
|
66.8K
$2.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1K+ 3.59% |
$39.8K - $42.9K
|
28.9K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
986+ 10.77% |
$39.2K - $42.3K
|
10.1K
$444K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
984+ 1.1% |
$39.2K - $42.2K
|
90.1K
$3.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
964+ 0.75% |
$38.4K - $41.3K
|
129K
$5.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
954+ 9.94% |
$38K - $40.9K
|
10.6K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
930New |
$37K - $39.9K
|
930
$40.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
924+ 16.65% |
$36.8K - $39.6K
|
6.47K
$283K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
853+ 2.41% |
$33.9K - $36.6K
|
36.2K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
850New |
$33.8K - $36.4K
|
850
$37.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
830+ 13.91% |
$33K - $35.6K
|
6.8K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
779+ 8.33% |
$31K - $33.4K
|
10.1K
$443K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
770+ 0.7% |
$30.6K - $33K
|
110K
$4.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
737+ 3.09% |
$29.3K - $31.6K
|
24.6K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
729+ 4.0% |
$29K - $31.2K
|
18.9K
$829K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
721+ 0.41% |
$28.7K - $30.9K
|
178K
$7.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
718+ 1.28% |
$28.6K - $30.8K
|
56.8K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
694+ 10.97% |
$27.6K - $29.7K
|
7.02K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
694+ 3.58% |
$27.6K - $29.7K
|
20.1K
$879K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
675+ 0.71% |
$26.9K - $28.9K
|
95.2K
$4.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
670+ 6.47% |
$26.7K - $28.7K
|
11K
$483K
|