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 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
104KNew |
$3.41M - $4.26M
|
104K
$4.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
103K+ 6.51% |
$3.35M - $4.18M
|
1.68M
$71.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102K+ 9.38% |
$3.33M - $4.15M
|
1.19M
$50.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$26.7M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
101KNew |
$3.29M - $4.11M
|
101K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
98.7K+ 569.26% |
$3.22M - $4.02M
|
116K
$4.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
91.5K+ 36.58% |
$2.99M - $3.73M
|
342K
$14.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90.9K+ 14.37% |
$2.97M - $3.7M
|
724K
$30.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
90.6K+ 5.18% |
$2.96M - $3.69M
|
1.84M
$78.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
90.2K+ 52.74% |
$2.95M - $3.68M
|
261K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
89.6K+ 34.76% |
$2.93M - $3.65M
|
347K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
89KNew |
$2.91M - $3.63M
|
89K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
85.4KNew |
$2.79M - $3.48M
|
85.4K
$3.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.5K+ 10.34% |
$2.76M - $3.44M
|
902K
$38.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.1K+ 6.69% |
$2.75M - $3.43M
|
1.34M
$57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.5K+ 13.75% |
$2.7M - $3.36M
|
683K
$29M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
80.7K+ 97.81% |
$2.63M - $3.29M
|
163K
$6.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
79.3K+ 433.16% |
$2.59M - $3.23M
|
97.6K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
75.1K+ 531.92% |
$2.45M - $3.06M
|
89.3K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
74KNew |
$2.42M - $3.01M
|
74K
$3.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
72.9K+ 34.06% |
$2.38M - $2.97M
|
287K
$12.2M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
70.5KNew |
$2.3M - $2.87M
|
70.5K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.9K+ 15.05% |
$2.22M - $2.77M
|
519K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
67.8K+ 445.47% |
$2.22M - $2.76M
|
83.1K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
67.6K+ 15.35% |
$2.21M - $2.75M
|
508K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66.6K+ 25.81% |
$2.18M - $2.71M
|
325K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.2K+ 16.38% |
$2.16M - $2.7M
|
470K
$20M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
65K+ 6.9% |
$2.12M - $2.65M
|
1.01M
$42.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
61.7K+ 12.96% |
$2.01M - $2.51M
|
538K
$22.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.2K+ 21.17% |
$1.97M - $2.45M
|
345K
$14.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
57.2KNew |
$1.87M - $2.33M
|
57.2K
$2.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
56.8KNew |
$1.86M - $2.31M
|
56.8K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
55.9K+ 17.65% |
$1.83M - $2.28M
|
373K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
55.9K+ 50.09% |
$1.83M - $2.28M
|
167K
$7.12M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54.5K+ 15.38% |
$1.78M - $2.22M
|
409K
$17.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53.4K+ 7.86% |
$1.74M - $2.18M
|
733K
$31.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
53.1K+ 19.28% |
$1.74M - $2.17M
|
329K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
52.7K+ 7.59% |
$1.72M - $2.15M
|
748K
$31.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
52K+ 7.58% |
$1.7M - $2.12M
|
739K
$31.4M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
51K+ 57.27% |
$1.66M - $2.08M
|
140K
$5.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
50.8KNew |
$1.66M - $2.07M
|
50.8K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
50.1KNew |
$1.64M - $2.04M
|
50.1K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
50KNew |
$1.63M - $2.04M
|
50K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48.9K+ 7.14% |
$1.6M - $1.99M
|
733K
$31.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
48.2K+ 430.01% |
$1.57M - $1.96M
|
59.4K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
46.3K+ 7.71% |
$1.51M - $1.89M
|
647K
$27.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
45.3K+ 31.99% |
$1.48M - $1.85M
|
187K
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45.2K+ 688.25% |
$1.48M - $1.84M
|
51.8K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
45.1K+ 50.88% |
$1.47M - $1.84M
|
134K
$5.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
44.5KNew |
$1.45M - $1.81M
|
44.5K
$1.89M
|