Latest Institutional Purchases of Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPDW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
368+ 0.99% |
$14.6K - $15.8K
|
37.7K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
367+ 100.0% |
$14.6K - $15.7K
|
734
$32.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
359+ 0.22% |
$14.3K - $15.4K
|
165K
$7.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
358+ 29.32% |
$14.2K - $15.3K
|
1.58K
$69.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
357+ 166.05% |
$14.2K - $15.3K
|
572
$25K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
349New |
$13.9K - $15K
|
349
$15.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
323+ 0.08% |
$12.9K - $13.8K
|
384K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
311+ 0.75% |
$12.4K - $13.3K
|
41.7K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
310+ 0.37% |
$12.3K - $13.3K
|
84.6K
$3.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
304+ 2.04% |
$12.1K - $13K
|
15.2K
$666K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
301+ 2.61% |
$12K - $12.9K
|
11.8K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
283+ 4.08% |
$11.3K - $12.1K
|
7.23K
$316K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
283+ 5.6% |
$11.3K - $12.1K
|
5.33K
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
280+ 1.34% |
$11.1K - $12K
|
21.2K
$929K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
240+ 4.29% |
$9.55K - $10.3K
|
5.84K
$255K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
233+ 0.2% |
$9.27K - $9.99K
|
114K
$4.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
227+ 4.01% |
$9.03K - $9.73K
|
5.88K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
178+ 0.3% |
$7.08K - $7.63K
|
58.7K
$2.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
173+ 2.57% |
$6.89K - $7.41K
|
6.9K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
172+ 1.23% |
$6.85K - $7.37K
|
14.2K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
172+ 4.42% |
$6.85K - $7.37K
|
4.07K
$178K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
171+ 20.85% |
$6.81K - $7.33K
|
991
$43.4K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$6.37K - $6.86K
|
160
$7K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
157New |
$6.25K - $6.73K
|
157
$6.87K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
153+ 1.92% |
$6.09K - $6.56K
|
8.12K
$356K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
147+ 0.38% |
$5.85K - $6.3K
|
39K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
142+ 0.6% |
$5.65K - $6.09K
|
23.9K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
136+ 1.53% |
$5.41K - $5.83K
|
9.05K
$396K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
134+ 0.83% |
$5.33K - $5.74K
|
16.4K
$716K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
132+ 7.3% |
$5.25K - $5.66K
|
1.94K
$84.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
118+ 132.58% |
$4.7K - $5.06K
|
207
$9.06K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
115+ 2.07% |
$4.58K - $4.93K
|
5.67K
$248K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
111+ 1.99% |
$4.42K - $4.76K
|
5.69K
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
106+ 0.39% |
$4.22K - $4.54K
|
27.1K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
104+ 1.05% |
$4.14K - $4.46K
|
10K
$438K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
102New |
$4.06K - $4.37K
|
102
$4.46K
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
100+ 0.3% |
$3.98K - $4.29K
|
33.7K
$1.47M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
96+ 0.41% |
$3.82K - $4.11K
|
23.6K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
95+ 2.37% |
$3.78K - $4.07K
|
4.1K
$179K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
94New |
$3.74K - $4.03K
|
94
$4.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
83+ 0.98% |
$3.3K - $3.56K
|
8.58K
$376K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
80+ 0.69% |
$3.18K - $3.43K
|
11.7K
$512K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.14% |
$3.14K - $3.39K
|
55.4K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
74+ 1.06% |
$2.95K - $3.17K
|
7.05K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 0.5% |
$2.39K - $2.57K
|
12K
$524K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
40New |
$1.59K - $1.71K
|
40
$1.75K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36+ 39.56% |
$1.43K - $1.54K
|
127
$5.56K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
30+ 0.43% |
$1.19K - $1.29K
|
6.94K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
28+ 0.41% |
$1.11K - $1.2K
|
6.86K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
25+ 500.0% |
$995 - $1.07K
|
30
$1.31K
|
|