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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21.7K+ 2.76% |
$862K - $928K
|
805K
$35.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.7K+ 28.01% |
$825K - $888K
|
94.7K
$4.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
20KNew |
$796K - $857K
|
20K
$875K
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.8K+ 34.28% |
$787K - $847K
|
77.4K
$3.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19.7K+ 11.09% |
$783K - $844K
|
197K
$8.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.6K+ 8.26% |
$778K - $838K
|
256K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
19.5K+ 13.19% |
$775K - $835K
|
167K
$7.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
19.3K+ 2.74% |
$767K - $826K
|
723K
$31.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
18.9K+ 5.85% |
$752K - $810K
|
342K
$15M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.7K+ 1.2% |
$745K - $803K
|
1.58M
$69.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.7K+ 19.63% |
$744K - $801K
|
114K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.7K+ 11.08% |
$743K - $800K
|
187K
$8.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.6K+ 12.87% |
$742K - $799K
|
163K
$7.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
18KNew |
$718K - $774K
|
18K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18K+ 19.2% |
$717K - $772K
|
112K
$4.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
17.7K+ 9.54% |
$705K - $760K
|
203K
$8.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.5K+ 5.2% |
$697K - $751K
|
354K
$15.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
17.2K+ 3.16% |
$686K - $738K
|
562K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 9.64% |
$657K - $708K
|
188K
$8.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.3KNew |
$647K - $697K
|
16.3K
$711K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.2K+ 2.34% |
$644K - $693K
|
707K
$30.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
15.9K+ 16.34% |
$635K - $683K
|
114K
$4.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
15.4K+ 2.26% |
$613K - $661K
|
699K
$30.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
15.1K+ 7.89% |
$601K - $647K
|
206K
$9.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15K+ 1.62% |
$597K - $642K
|
939K
$41.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
14.8KNew |
$588K - $633K
|
14.8K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.7K+ 6.34% |
$585K - $630K
|
246K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 26.96% |
$569K - $613K
|
67.3K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.2K+ 2.01% |
$566K - $609K
|
723K
$31.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.8K+ 1.8% |
$550K - $593K
|
783K
$34.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
13.7K+ 4.63% |
$547K - $589K
|
311K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.7K+ 50.68% |
$544K - $586K
|
40.7K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.6KNew |
$543K - $585K
|
13.6K
$597K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.4KNew |
$533K - $574K
|
13.4K
$587K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.1K+ 1.91% |
$520K - $560K
|
696K
$30.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.8K+ 19.29% |
$510K - $549K
|
79.2K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
PUT |
12.8KNew |
$508K - $547K
|
12.8K
$559K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
12.4K+ 21.74% |
$492K - $529K
|
69.2K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.3KNew |
$491K - $529K
|
12.3K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
12.3KNew |
$488K - $526K
|
12.3K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12K+ 14.47% |
$480K - $516K
|
95.3K
$4.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11.9K+ 45.82% |
$474K - $511K
|
37.9K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
11.8K+ 208.78% |
$468K - $504K
|
17.4K
$761K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$462K - $498K
|
11.6K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.6K+ 22.9% |
$461K - $496K
|
62.1K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.5K+ 4.53% |
$459K - $495K
|
266K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.5K+ 5.31% |
$456K - $492K
|
227K
$9.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 3.29% |
$454K - $489K
|
358K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4K+ 12.49% |
$453K - $487K
|
102K
$4.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11K+ 8.87% |
$437K - $470K
|
135K
$5.89M
|
|