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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.8KNew |
$203K - $213K
|
4.8K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.56KNew |
$193K - $202K
|
4.56K
$200K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.51KNew |
$191K - $200K
|
4.51K
$197K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
4.39K+ 52.79% |
$186K - $195K
|
12.7K
$556K
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.95K+ 3.54% |
$167K - $175K
|
116K
$5.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.69K+ 0.93% |
$156K - $163K
|
399K
$17.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.59K+ 27.49% |
$109K - $115K
|
12K
$525K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.56K+ 7.06% |
$108K - $113K
|
38.8K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.24K+ 4.86% |
$94.7K - $99.2K
|
48.3K
$2.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.24K+ 141.61% |
$94.5K - $99K
|
3.82K
$167K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.22KNew |
$93.9K - $98.4K
|
2.22K
$97.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.94K+ 4.96% |
$81.9K - $85.8K
|
41K
$1.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.85K+ 6.73% |
$78.4K - $82.1K
|
29.4K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.75K+ 13.47% |
$74K - $77.5K
|
14.7K
$645K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.49K+ 0.54% |
$63K - $66K
|
276K
$12.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.48K+ 3.35% |
$62.7K - $65.7K
|
45.8K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.72% |
$60.7K - $63.6K
|
20.1K
$878K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.37KNew |
$57.8K - $60.6K
|
1.37K
$59.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 2.67% |
$53.4K - $56K
|
48.6K
$2.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.16K+ 24.69% |
$49.1K - $51.5K
|
5.87K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 19.54% |
$42.7K - $44.8K
|
6.19K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.01K+ 2.84% |
$42.6K - $44.6K
|
36.5K
$1.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
993+ 2.12% |
$42K - $44K
|
47.9K
$2.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
899+ 2.23% |
$38K - $39.8K
|
41.2K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
899+ 1.11% |
$38K - $39.8K
|
81.9K
$3.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
785+ 0.79% |
$33.2K - $34.8K
|
101K
$4.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
762+ 3.1% |
$32.2K - $33.7K
|
25.3K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
669+ 162.38% |
$28.3K - $29.6K
|
1.08K
$47.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
610+ 3.3% |
$25.8K - $27K
|
19.1K
$835K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
568+ 0.78% |
$24K - $25.2K
|
73K
$3.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
481+ 3.44% |
$20.3K - $21.3K
|
14.4K
$632K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
475+ 8.45% |
$20.1K - $21K
|
6.1K
$267K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
424+ 1.77% |
$17.9K - $18.8K
|
24.3K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
418+ 6.61% |
$17.7K - $18.5K
|
6.74K
$295K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
397+ 6.2% |
$16.8K - $17.6K
|
6.8K
$298K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
319+ 0.13% |
$13.5K - $14.1K
|
241K
$10.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275+ 1.02% |
$11.6K - $12.2K
|
27.2K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
256+ 1.32% |
$10.8K - $11.3K
|
19.7K
$863K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
98+ 1.78% |
$4.14K - $4.34K
|
5.62K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29+ 0.51% |
$1.23K - $1.28K
|
5.72K
$250K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.02% |
$127 - $133
|
18.9K
$825K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$84.5 - $88.6
|
8.74K
$383K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.1M+ 13.18% |
$523M - $563M
|
113M
$4.93B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
6.52MNew |
$260M - $280M
|
6.52M
$285M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.04M+ 13.48% |
$161M - $173M
|
34.1M
$1.49B
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.87MNew |
$74.5M - $80.2M
|
1.87M
$81.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3M+ 14.66% |
$51.9M - $55.9M
|
10.2M
$446M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.23M+ 26.32% |
$48.9M - $52.7M
|
5.9M
$258M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.1M+ 659.9% |
$43.8M - $47.2M
|
1.27M
$55.5M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
969K+ 36.83% |
$38.6M - $41.5M
|
3.6M
$157M
|
|