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 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
42.9K+ 34.62% |
$1.4M - $1.75M
|
167K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
42.3K+ 9.2% |
$1.38M - $1.72M
|
502K
$21.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42K+ 27.39% |
$1.37M - $1.71M
|
195K
$8.3M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
40.2KNew |
$1.31M - $1.64M
|
40.2K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.2K+ 3.94% |
$1.25M - $1.56M
|
1.01M
$42.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.9K+ 21.46% |
$1.24M - $1.54M
|
214K
$9.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
37.3KNew |
$1.22M - $1.52M
|
37.3K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
36.1K+ 9.23% |
$1.18M - $1.47M
|
427K
$18.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.5K+ 6.2% |
$1.16M - $1.44M
|
607K
$25.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
34.8K+ 5.2% |
$1.14M - $1.42M
|
704K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34.5KNew |
$1.13M - $1.4M
|
34.5K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.9K+ 30.6% |
$1.11M - $1.38M
|
145K
$6.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
32.5KNew |
$1.06M - $1.32M
|
32.5K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.2K+ 10.57% |
$1.05M - $1.31M
|
337K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
32.1K+ 28.49% |
$1.05M - $1.31M
|
145K
$6.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.8K+ 0.96% |
$1.04M - $1.3M
|
3.34M
$142M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
31.7K+ 4.48% |
$1.03M - $1.29M
|
739K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
31.6K+ 5.48% |
$1.03M - $1.29M
|
608K
$25.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
31.3K+ 11.78% |
$1.02M - $1.28M
|
297K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
31.2K+ 41.92% |
$1.02M - $1.27M
|
106K
$4.5M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
31K+ 41.98% |
$1.01M - $1.26M
|
105K
$4.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 1.94% |
$994K - $1.24M
|
1.6M
$67.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
29.8K+ 28.62% |
$974K - $1.22M
|
134K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
29.7K+ 322.83% |
$969K - $1.21M
|
38.9K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
29.2K+ 5.66% |
$953K - $1.19M
|
545K
$23.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29.1K+ 3.15% |
$951K - $1.19M
|
953K
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
29.1KNew |
$949K - $1.18M
|
29.1K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29K+ 106.91% |
$948K - $1.18M
|
56.2K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
28.9KNew |
$943K - $1.18M
|
28.9K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
28.2K+ 15.17% |
$920K - $1.15M
|
214K
$9.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
27.8K+ 14.77% |
$907K - $1.13M
|
216K
$9.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
27KNew |
$883K - $1.1M
|
27K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25K+ 39.0% |
$818K - $1.02M
|
89.2K
$3.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25K+ 17.54% |
$816K - $1.02M
|
168K
$7.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
24.5K+ 3.72% |
$801K - $1M
|
683K
$29.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
24.5K+ 2.72% |
$800K - $999K
|
924K
$39.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24.4KNew |
$797K - $995K
|
24.4K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24K+ 14.51% |
$783K - $977K
|
189K
$8.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.7K+ 9.51% |
$774K - $966K
|
273K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
23.6K+ 15.36% |
$772K - $963K
|
178K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.3K+ 33.04% |
$761K - $949K
|
93.8K
$3.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
23.1K+ 15.0% |
$754K - $941K
|
177K
$7.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.9K+ 63.84% |
$748K - $933K
|
58.8K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22.9KNew |
$747K - $932K
|
22.9K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.1KNew |
$689K - $859K
|
21.1K
$897K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
21K+ 13.82% |
$685K - $855K
|
173K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
21KNew |
$684K - $854K
|
21K
$892K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
20.9K+ 13.91% |
$682K - $851K
|
171K
$7.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
20.4K+ 187.7% |
$667K - $832K
|
31.3K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
19.4K+ 20.34% |
$634K - $791K
|
115K
$4.88M
|