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 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
248+ 0.64% |
$8.1K - $10.1K
|
38.9K
$1.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
241New |
$7.87K - $9.82K
|
241
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
219+ 36.44% |
$7.15K - $8.92K
|
820
$34.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
205+ 0.77% |
$6.7K - $8.35K
|
26.9K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
201+ 0.97% |
$6.56K - $8.19K
|
20.8K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
197+ 1.34% |
$6.43K - $8.03K
|
14.9K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
195+ 16.43% |
$6.37K - $7.95K
|
1.38K
$58.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
179+ 0.14% |
$5.85K - $7.29K
|
124K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
175+ 0.7% |
$5.72K - $7.13K
|
25.1K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
175+ 70.85% |
$5.72K - $7.13K
|
422
$18K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175New |
$5.72K - $7.13K
|
175
$7.44K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
163+ 1.68% |
$5.32K - $6.64K
|
9.85K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.53% |
$5.29K - $6.6K
|
6.56K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
162+ 1.41% |
$5.29K - $6.6K
|
11.6K
$494K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
159+ 1.6% |
$5.19K - $6.48K
|
10.1K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
159+ 1.67% |
$5.19K - $6.48K
|
9.7K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
155+ 0.54% |
$5.06K - $6.32K
|
28.6K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
148+ 1.67% |
$4.83K - $6.03K
|
9.02K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
142+ 0.17% |
$4.64K - $5.79K
|
84.2K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132+ 32.2% |
$4.31K - $5.38K
|
542
$23.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
123+ 0.27% |
$4.02K - $5.01K
|
46.4K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
121+ 0.51% |
$3.95K - $4.93K
|
23.8K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
119+ 0.92% |
$3.89K - $4.85K
|
13.1K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
118+ 0.3% |
$3.85K - $4.81K
|
39.4K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
109+ 1.6% |
$3.56K - $4.44K
|
6.94K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
100+ 1.01% |
$3.27K - $4.08K
|
9.99K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
99New |
$3.23K - $4.03K
|
99
$4.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
98+ 1.67% |
$3.2K - $3.99K
|
5.96K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
94+ 0.89% |
$3.07K - $3.83K
|
10.6K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
90+ 0.27% |
$2.94K - $3.67K
|
33.6K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
89New |
$2.91K - $3.63K
|
89
$3.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
78+ 0.68% |
$2.55K - $3.18K
|
11.5K
$490K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78+ 1.41% |
$2.55K - $3.18K
|
5.62K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
74+ 1.18% |
$2.42K - $3.02K
|
6.32K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 2.63% |
$2.16K - $2.69K
|
2.58K
$110K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
64+ 3.02% |
$2.09K - $2.61K
|
2.18K
$92.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
63+ 1.14% |
$2.06K - $2.57K
|
5.58K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
63+ 0.12% |
$2.06K - $2.57K
|
53.6K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
62New |
$2.02K - $2.53K
|
62
$2.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
62+ 0.95% |
$2.02K - $2.53K
|
6.56K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 1.82% |
$1.89K - $2.36K
|
3.25K
$138K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
54+ 0.46% |
$1.76K - $2.2K
|
11.8K
$502K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 0.93% |
$1.7K - $2.12K
|
5.66K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
49+ 4.66% |
$1.6K - $2K
|
1.1K
$46.8K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
46+ 0.83% |
$1.5K - $1.87K
|
5.6K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
46+ 0.17% |
$1.5K - $1.87K
|
27.7K
$1.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
45+ 1.67% |
$1.47K - $1.83K
|
2.75K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
39+ 1.4% |
$1.27K - $1.59K
|
2.82K
$120K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39+ 0.21% |
$1.27K - $1.59K
|
19K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
31+ 1.68% |
$1.01K - $1.26K
|
1.87K
$79.7K
|