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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.64K+ 7.08% |
$264K - $285K
|
100K
$4.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
6.59KNew |
$262K - $282K
|
6.59K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.5K+ 1.49% |
$259K - $279K
|
443K
$19.4M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.41KNew |
$255K - $275K
|
6.41K
$280K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
6.32KNew |
$252K - $271K
|
6.32K
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
6.29K+ 0.45% |
$250K - $270K
|
1.4M
$61.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6.27K+ 228.14% |
$249K - $269K
|
9.01K
$394K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
6.23K+ 3.93% |
$248K - $267K
|
165K
$7.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6.21K+ 4.8% |
$247K - $266K
|
136K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.19K+ 1.71% |
$246K - $265K
|
369K
$16.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.17K+ 82.02% |
$246K - $264K
|
13.7K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.07KNew |
$242K - $260K
|
6.07K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.96KNew |
$237K - $255K
|
5.96K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.95K+ 1.74% |
$237K - $255K
|
348K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.88K+ 6.18% |
$234K - $252K
|
101K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.85K+ 9.4% |
$233K - $251K
|
68.1K
$2.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5.54KNew |
$220K - $237K
|
5.54K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.54K+ 10.15% |
$220K - $237K
|
60.1K
$2.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.53KNew |
$220K - $237K
|
5.53K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.52K+ 0.84% |
$220K - $237K
|
664K
$29M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.51KNew |
$219K - $236K
|
5.51K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.5KNew |
$219K - $236K
|
5.5K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.49K+ 6.43% |
$219K - $235K
|
90.9K
$3.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.46K+ 2.75% |
$217K - $234K
|
204K
$8.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.46K+ 22.98% |
$217K - $234K
|
29.2K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.46K+ 4.58% |
$217K - $234K
|
125K
$5.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.45KNew |
$217K - $233K
|
5.45K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
5.42K+ 3.87% |
$216K - $232K
|
145K
$6.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.4K+ 1.85% |
$215K - $231K
|
297K
$13M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.38KNew |
$214K - $231K
|
5.38K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 41.8% |
$213K - $230K
|
18.2K
$795K
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.34K+ 3.73% |
$213K - $229K
|
148K
$6.5M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.29K+ 14.98% |
$211K - $227K
|
40.6K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.23K+ 5.87% |
$208K - $224K
|
94.3K
$4.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.18KNew |
$206K - $222K
|
5.18K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.09K+ 59.28% |
$203K - $218K
|
13.7K
$598K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.08K+ 3.41% |
$202K - $218K
|
154K
$6.73M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.04KNew |
$200K - $216K
|
5.04K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
5.03KNew |
$200K - $215K
|
5.03K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.94KNew |
$196K - $212K
|
4.94K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.92KNew |
$196K - $211K
|
4.92K
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.85KNew |
$193K - $208K
|
4.85K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.83KNew |
$192K - $207K
|
4.83K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.81K+ 1.42% |
$191K - $206K
|
344K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.81KNew |
$191K - $206K
|
4.81K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.8KNew |
$191K - $206K
|
4.8K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.79KNew |
$191K - $205K
|
4.79K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
4.79KNew |
$190K - $205K
|
4.79K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.75KNew |
$189K - $204K
|
4.75K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.75K+ 1.92% |
$189K - $203K
|
252K
$11M
|
|