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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13M+ 15.03% |
$425M - $530M
|
99.6M
$4.24B
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.4M+ 240.82% |
$406M - $506M
|
17.6M
$748M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.48M+ 686.53% |
$114M - $142M
|
3.98M
$169M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.06MNew |
$100M - $125M
|
3.06M
$130M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.57MNew |
$51.1M - $63.8M
|
1.57M
$66.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54M+ 24.8% |
$50.1M - $62.6M
|
7.73M
$329M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.35MNew |
$44.1M - $55M
|
1.35M
$57.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.28MNew |
$41.7M - $52M
|
1.28M
$54.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.23M+ 428.03% |
$40M - $49.9M
|
1.51M
$64.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.21M+ 9.36% |
$39.6M - $49.4M
|
14.2M
$603M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 26.87% |
$38.8M - $48.4M
|
5.61M
$239M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16M+ 258.22% |
$37.9M - $47.3M
|
1.61M
$68.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.11M+ 15.23% |
$36.2M - $45.2M
|
8.39M
$357M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.02M+ 22913.09% |
$33.4M - $41.7M
|
1.03M
$43.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
739K+ 39.09% |
$24.1M - $30.1M
|
2.63M
$112M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
730K+ 5.68% |
$23.8M - $29.8M
|
13.6M
$578M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
728K+ 85.39% |
$23.8M - $29.7M
|
1.58M
$67.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
716K+ 289.51% |
$23.4M - $29.2M
|
964K
$41M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
591K+ 498.97% |
$19.3M - $24.1M
|
709K
$30.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
479K+ 95.33% |
$15.7M - $19.5M
|
982K
$41.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
407K+ 145.98% |
$13.3M - $16.6M
|
686K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
392KNew |
$12.8M - $16M
|
392K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
339K+ 12.07% |
$11.1M - $13.8M
|
3.15M
$134M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
307K+ 0.97% |
$10M - $12.5M
|
32M
$1.36B
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
303K+ 29.83% |
$9.89M - $12.3M
|
1.32M
$56.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
301K+ 37.34% |
$9.83M - $12.3M
|
1.11M
$47.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
293KNew |
$9.56M - $11.9M
|
293K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
240K+ 206.03% |
$7.83M - $9.76M
|
356K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
204K+ 12.39% |
$6.66M - $8.3M
|
1.85M
$78.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
197KNew |
$6.44M - $8.04M
|
197K
$8.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190K+ 51.53% |
$6.19M - $7.73M
|
558K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
157K+ 17.53% |
$5.12M - $6.39M
|
1.05M
$44.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
155K+ 9.36% |
$5.07M - $6.33M
|
1.81M
$77.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
152K+ 61.82% |
$4.96M - $6.19M
|
398K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
150K+ 90.87% |
$4.91M - $6.13M
|
316K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
147K+ 27.42% |
$4.8M - $5.99M
|
683K
$29.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
141K+ 185.6% |
$4.59M - $5.73M
|
216K
$9.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
140K+ 311.22% |
$4.59M - $5.72M
|
186K
$7.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139K+ 15.81% |
$4.53M - $5.65M
|
1.02M
$43.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
138K+ 111.8% |
$4.51M - $5.63M
|
262K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
130KNew |
$4.24M - $5.29M
|
130K
$5.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
126K+ 42.4% |
$4.13M - $5.15M
|
425K
$18.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
125KNew |
$4.08M - $5.09M
|
125K
$5.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
120K+ 15.23% |
$3.92M - $4.89M
|
907K
$38.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117K+ 230.17% |
$3.84M - $4.79M
|
169K
$7.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
117KNew |
$3.83M - $4.78M
|
117K
$4.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
115K+ 17.2% |
$3.76M - $4.69M
|
784K
$33.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
111K+ 4.11% |
$3.61M - $4.51M
|
2.8M
$119M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
109K+ 20.6% |
$3.55M - $4.42M
|
636K
$27M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
108K+ 36.33% |
$3.52M - $4.39M
|
404K
$17.2M
|