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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
177K+ 11.41% |
$7.5M - $7.85M
|
1.73M
$75.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
163K+ 11.05% |
$6.89M - $7.21M
|
1.64M
$71.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162K+ 8.75% |
$6.87M - $7.19M
|
2.02M
$88.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
120K+ 11.26% |
$5.07M - $5.32M
|
1.19M
$51.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
57.2K+ 2.69% |
$2.42M - $2.53M
|
2.19M
$95.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
55.7K+ 73.27% |
$2.36M - $2.47M
|
132K
$5.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
13.9K+ 21.75% |
$588K - $616K
|
77.9K
$3.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13.7K+ 2.66% |
$580K - $608K
|
530K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
11.7K+ 1.45% |
$494K - $518K
|
818K
$35.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11K+ 1.13% |
$467K - $489K
|
992K
$43.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.4K+ 5.14% |
$439K - $460K
|
213K
$9.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.16KNew |
$387K - $406K
|
9.16K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.5K+ 12.82% |
$232K - $243K
|
48.4K
$2.12M
|
|
|
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 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.72% |
$60.7K - $63.6K
|
20.1K
$878K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.16K+ 24.69% |
$49.1K - $51.5K
|
5.87K
$257K
|
|
|
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 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
319+ 0.13% |
$13.5K - $14.1K
|
241K
$10.5M
|
|
|
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
|
|
| 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
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
342K+ 25.35% |
$13.6M - $14.7M
|
1.69M
$74M
|
|
|
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
|
|