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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.35MNew |
$44.1M - $55M
|
1.35M
$54.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
1.28MNew |
$41.7M - $52M
|
1.28M
$51.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
155K+ 9.36% |
$5.07M - $6.33M
|
1.81M
$73.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
140K+ 311.22% |
$4.59M - $5.72M
|
186K
$7.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117K+ 230.17% |
$3.84M - $4.79M
|
169K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$25.3M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
70.5KNew |
$2.3M - $2.87M
|
70.5K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
67.6K+ 15.35% |
$2.21M - $2.75M
|
508K
$20.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
65K+ 6.9% |
$2.12M - $2.65M
|
1.01M
$40.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.2K+ 21.17% |
$1.97M - $2.45M
|
345K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
48.2K+ 430.01% |
$1.57M - $1.96M
|
59.4K
$2.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.2K+ 3.94% |
$1.25M - $1.56M
|
1.01M
$40.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.9K+ 21.46% |
$1.24M - $1.54M
|
214K
$8.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.9K+ 30.6% |
$1.11M - $1.38M
|
145K
$5.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 1.94% |
$994K - $1.24M
|
1.6M
$64.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29K+ 106.91% |
$948K - $1.18M
|
56.2K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.1KNew |
$689K - $859K
|
21.1K
$851K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
20.9K+ 13.91% |
$682K - $851K
|
171K
$6.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
20.4K+ 187.7% |
$667K - $832K
|
31.3K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.4K+ 14.27% |
$535K - $667K
|
131K
$5.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.4K+ 1.65% |
$469K - $586K
|
886K
$35.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.8K+ 9.17% |
$418K - $521K
|
152K
$6.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$406K - $506K
|
118K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
11.8K+ 127.66% |
$385K - $480K
|
21K
$848K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
8.46K+ 55.26% |
$276K - $345K
|
23.8K
$959K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.28K+ 15.29% |
$270K - $337K
|
62.4K
$2.52M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$239K - $298K
|
7.32K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.17K+ 0.34% |
$234K - $292K
|
2.11M
$85.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
6.97K+ 3.36% |
$228K - $284K
|
214K
$8.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.56K+ 1.4% |
$214K - $267K
|
473K
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.28KNew |
$205K - $256K
|
6.28K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.21KNew |
$203K - $253K
|
6.21K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5.77KNew |
$189K - $235K
|
5.77K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.16K+ 10.45% |
$168K - $210K
|
54.5K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.08K+ 34.49% |
$166K - $207K
|
19.8K
$798K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.96K+ 2.85% |
$129K - $161K
|
143K
$5.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.99K+ 2.19% |
$97.7K - $122K
|
140K
$5.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.92K+ 11.8% |
$95.2K - $119K
|
27.6K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.54K+ 2.17% |
$82.9K - $103K
|
119K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.44K+ 4.18% |
$79.7K - $99.4K
|
60.8K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.15KNew |
$70.3K - $87.7K
|
2.15K
$86.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.81K+ 2.28% |
$59.1K - $73.8K
|
81.2K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.95% |
$55K - $68.6K
|
58.7K
$2.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 1.46% |
$46.1K - $57.6K
|
98.1K
$3.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1K+ 3.9% |
$32.7K - $40.8K
|
26.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
923+ 1.53% |
$30.1K - $37.6K
|
61.3K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
733+ 11.34% |
$23.9K - $29.9K
|
7.2K
$290K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
626+ 1.02% |
$20.4K - $25.5K
|
62K
$2.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
554+ 0.64% |
$18.1K - $22.6K
|
87.6K
$3.53M
|