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 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
806K+ 20.24% |
$32.1M - $34.6M
|
4.79M
$210M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
724K+ 10.89% |
$28.8M - $31M
|
7.37M
$323M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
631K+ 20.6% |
$25.1M - $27.1M
|
3.69M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
626K+ 15.13% |
$24.9M - $26.8M
|
4.76M
$208M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
452K+ 3.19% |
$18M - $19.4M
|
14.6M
$640M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
417K+ 224.47% |
$16.6M - $17.9M
|
602K
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
404K+ 23.28% |
$16.1M - $17.3M
|
2.14M
$93.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
373K+ 6.64% |
$14.8M - $16M
|
5.99M
$262M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
325K+ 20.81% |
$12.9M - $13.9M
|
1.89M
$82.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
290K+ 246.74% |
$11.5M - $12.4M
|
408K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264K+ 8.39% |
$10.5M - $11.3M
|
3.41M
$149M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
260K+ 16.75% |
$10.4M - $11.2M
|
1.81M
$79.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
224K+ 15.14% |
$8.91M - $9.6M
|
1.7M
$74.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
214K+ 5.19% |
$8.5M - $9.15M
|
4.33M
$189M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
204K+ 50.41% |
$8.11M - $8.73M
|
608K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
203K+ 61.85% |
$8.09M - $8.72M
|
532K
$23.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
180K+ 9.78% |
$7.16M - $7.71M
|
2.02M
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
168K+ 34.21% |
$6.69M - $7.2M
|
659K
$28.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fairfield University
|
BUY
|
- |
162K+ 121.11% |
$6.46M - $6.95M
|
296K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
159K+ 104.84% |
$6.33M - $6.82M
|
311K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
156K+ 31.82% |
$6.2M - $6.68M
|
646K
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
153K+ 25.16% |
$6.09M - $6.56M
|
762K
$33.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150K+ 5.34% |
$5.95M - $6.41M
|
2.95M
$129M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
137K+ 32.31% |
$5.46M - $5.88M
|
562K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
133K+ 14.78% |
$5.31M - $5.71M
|
1.04M
$45.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 6.97% |
$5.21M - $5.61M
|
2.01M
$87.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
124K+ 29.33% |
$4.93M - $5.31M
|
547K
$23.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121K+ 16.53% |
$4.82M - $5.19M
|
854K
$37.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.88M
|
114K
$4.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
111K+ 7.36% |
$4.43M - $4.77M
|
1.62M
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110K+ 4.64% |
$4.4M - $4.74M
|
2.49M
$109M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
106K+ 18.75% |
$4.23M - $4.55M
|
672K
$29.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
106K+ 16.68% |
$4.22M - $4.54M
|
742K
$32.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
101K+ 5.05% |
$4.01M - $4.32M
|
2.1M
$91.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99.5K+ 3.56% |
$3.96M - $4.26M
|
2.89M
$127M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89.1K+ 43.82% |
$3.54M - $3.82M
|
292K
$12.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
88.1K+ 1013.24% |
$3.51M - $3.77M
|
96.8K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.1K+ 1.65% |
$3.27M - $3.52M
|
5.07M
$222M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
79.6K+ 54.07% |
$3.17M - $3.41M
|
227K
$9.93M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.9K+ 16.5% |
$3.14M - $3.38M
|
557K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 45.32% |
$3.02M - $3.25M
|
243K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
74.5K+ 191.8% |
$2.97M - $3.19M
|
113K
$4.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
73.4K+ 134.09% |
$2.92M - $3.15M
|
128K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
72.9K+ 75.44% |
$2.9M - $3.12M
|
169K
$7.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
71.9K+ 228.64% |
$2.86M - $3.08M
|
103K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
71.5K+ 3.12% |
$2.85M - $3.07M
|
2.36M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.5K+ 7.04% |
$2.84M - $3.06M
|
1.09M
$47.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
70.5K+ 14.05% |
$2.81M - $3.02M
|
572K
$25M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
67.1K+ 16.39% |
$2.67M - $2.87M
|
476K
$20.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.3K+ 18.95% |
$2.6M - $2.8M
|
410K
$17.9M
|
|