Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
207KNew |
$8.76M - $9.18M
|
207K
$9.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
185K+ 10.93% |
$7.81M - $8.19M
|
1.88M
$82.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
177K+ 11.41% |
$7.5M - $7.85M
|
1.73M
$75.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
177KNew |
$7.47M - $7.83M
|
177K
$7.73M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
163K+ 11.05% |
$6.89M - $7.21M
|
1.64M
$71.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162K+ 8.75% |
$6.87M - $7.19M
|
2.02M
$88.3M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
148K+ 25.86% |
$6.27M - $6.56M
|
722K
$31.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
147K+ 11.9% |
$6.21M - $6.51M
|
1.38M
$60.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
127KNew |
$5.35M - $5.6M
|
127K
$5.54M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
120K+ 11.26% |
$5.07M - $5.32M
|
1.19M
$51.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
72.4K+ 31.77% |
$3.06M - $3.2M
|
300K
$13.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
64.3K+ 9.77% |
$2.72M - $2.85M
|
723K
$31.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
57.4K+ 27.22% |
$2.42M - $2.54M
|
268K
$11.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
57.2K+ 2.69% |
$2.42M - $2.53M
|
2.19M
$95.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
55.7K+ 73.27% |
$2.36M - $2.47M
|
132K
$5.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
41.5K+ 215.23% |
$1.75M - $1.84M
|
60.7K
$2.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
39K+ 27.95% |
$1.65M - $1.73M
|
178K
$7.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35K+ 5.56% |
$1.48M - $1.55M
|
665K
$29.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32K+ 1.64% |
$1.35M - $1.42M
|
1.98M
$86.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
20.8K+ 25.3% |
$880K - $922K
|
103K
$4.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
19K+ 62.78% |
$804K - $843K
|
49.4K
$2.16M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
16K+ 16.98% |
$678K - $710K
|
110K
$4.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
14.9K+ 11.74% |
$628K - $658K
|
141K
$6.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14.3K+ 73.6% |
$603K - $632K
|
33.6K
$1.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
13.9K+ 21.75% |
$588K - $616K
|
77.9K
$3.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13.7K+ 2.66% |
$580K - $608K
|
530K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 0.78% |
$534K - $559K
|
1.63M
$71.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
11.7K+ 17.74% |
$495K - $519K
|
77.8K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
11.7K+ 1.45% |
$494K - $518K
|
818K
$35.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.4K+ 7.07% |
$480K - $503K
|
172K
$7.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11K+ 1.13% |
$467K - $489K
|
992K
$43.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.4K+ 5.14% |
$439K - $460K
|
213K
$9.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.16KNew |
$387K - $406K
|
9.16K
$401K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.89K+ 39.24% |
$376K - $394K
|
31.5K
$1.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8.87K+ 28.43% |
$375K - $393K
|
40.1K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.77KNew |
$371K - $388K
|
8.77K
$384K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.72KNew |
$369K - $386K
|
8.72K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.2K+ 0.65% |
$346K - $363K
|
1.27M
$55.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.97K+ 20.22% |
$337K - $353K
|
47.4K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.89K+ 4.95% |
$333K - $349K
|
167K
$7.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$310K - $325K
|
7.34K
$321K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.83K+ 3.08% |
$289K - $303K
|
229K
$10M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
6.61K+ 7.68% |
$280K - $293K
|
92.7K
$4.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.61K+ 97.48% |
$279K - $293K
|
13.4K
$586K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.2KNew |
$262K - $274K
|
6.2K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.13KNew |
$259K - $271K
|
6.13K
$268K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.1K+ 0.9% |
$258K - $270K
|
684K
$29.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
6.06KNew |
$256K - $268K
|
6.06K
$265K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.5K+ 12.82% |
$232K - $243K
|
48.4K
$2.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.32K+ 9.13% |
$225K - $236K
|
63.6K
$2.78M
|
|