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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
61K+ 7.0% |
$2.43M - $2.61M
|
933K
$40.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
59.6K+ 56.4% |
$2.37M - $2.55M
|
165K
$7.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
54.3K+ 7.35% |
$2.16M - $2.33M
|
793K
$34.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
54.1K+ 15.57% |
$2.15M - $2.32M
|
401K
$17.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
52.7K+ 35.06% |
$2.1M - $2.26M
|
203K
$8.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
50.9K+ 0.37% |
$2.03M - $2.18M
|
13.6M
$596M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50.8K+ 5.08% |
$2.02M - $2.18M
|
1.05M
$46M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.8K+ 12.91% |
$1.9M - $2.05M
|
418K
$18.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
47.2K+ 14.62% |
$1.88M - $2.03M
|
370K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
46.7K+ 12.22% |
$1.86M - $2M
|
429K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
46.6K+ 14.36% |
$1.86M - $2M
|
371K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
46.5K+ 6.22% |
$1.85M - $1.99M
|
794K
$34.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
46.4K+ 2.76% |
$1.85M - $1.99M
|
1.73M
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
45.4K+ 100.55% |
$1.81M - $1.95M
|
90.6K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.8K+ 3.26% |
$1.74M - $1.88M
|
1.38M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
42.8K+ 450.73% |
$1.7M - $1.83M
|
52.3K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
41.8K+ 608.56% |
$1.66M - $1.79M
|
48.6K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
41.2KNew |
$1.64M - $1.77M
|
41.2K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 2.55% |
$1.61M - $1.73M
|
1.62M
$70.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39.6K+ 77.96% |
$1.58M - $1.7M
|
90.3K
$3.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
39.2K+ 33.84% |
$1.56M - $1.68M
|
155K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
38.7K+ 7.2% |
$1.54M - $1.66M
|
576K
$25.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.7K+ 8.18% |
$1.54M - $1.66M
|
512K
$22.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
37.9K+ 5.03% |
$1.51M - $1.63M
|
792K
$34.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.6K+ 1.06% |
$1.42M - $1.52M
|
3.37M
$148M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
33.2K+ 11.18% |
$1.32M - $1.42M
|
331K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
32.8KNew |
$1.3M - $1.4M
|
32.8K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 32.56% |
$1.3M - $1.39M
|
133K
$5.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.5K+ 16.74% |
$1.3M - $1.39M
|
227K
$9.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.2KNew |
$1.28M - $1.38M
|
32.2K
$1.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
31.3KNew |
$1.25M - $1.34M
|
31.3K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31K+ 0.7% |
$1.23M - $1.33M
|
4.45M
$195M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
30.7K+ 94.3% |
$1.22M - $1.31M
|
63.2K
$2.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.9K+ 47.86% |
$1.19M - $1.28M
|
92.3K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29.7K+ 41.52% |
$1.18M - $1.27M
|
101K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 10.42% |
$1.17M - $1.26M
|
310K
$13.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29K+ 32.51% |
$1.15M - $1.24M
|
118K
$5.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
27.6KNew |
$1.1M - $1.18M
|
27.6K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
27.5KNew |
$1.09M - $1.18M
|
27.5K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
26K+ 15.38% |
$1.03M - $1.11M
|
195K
$8.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
25.9K+ 15.16% |
$1.03M - $1.11M
|
197K
$8.62M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
25.7K+ 91.93% |
$1.02M - $1.1M
|
53.7K
$2.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24.8K+ 13.09% |
$986K - $1.06M
|
214K
$9.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24.1K+ 128.99% |
$961K - $1.03M
|
42.9K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 1.71% |
$948K - $1.02M
|
1.42M
$62.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23.8K+ 2.5% |
$948K - $1.02M
|
977K
$42.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23K+ 5.79% |
$916K - $986K
|
421K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.9K+ 0.27% |
$912K - $982K
|
8.41M
$368M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
22.9K+ 1.67% |
$911K - $981K
|
1.39M
$60.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$873K - $940K
|
21.9K
$960K
|
|