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 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19.3K+ 23.22% |
$632K - $788K
|
103K
$4.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$814K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1K+ 8.38% |
$624K - $779K
|
247K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
18.7K+ 32.3% |
$611K - $762K
|
76.6K
$3.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17.7K+ 4.37% |
$578K - $722K
|
423K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
17.6K+ 10.74% |
$575K - $718K
|
182K
$7.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
17.4KNew |
$570K - $711K
|
17.4K
$742K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.3K+ 7.27% |
$564K - $703K
|
255K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
16.8K+ 103.33% |
$549K - $685K
|
33.1K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16.5K+ 4.01% |
$540K - $674K
|
429K
$18.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.4K+ 14.27% |
$535K - $667K
|
131K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16K+ 146.12% |
$523K - $653K
|
27K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
15.9K+ 131.47% |
$519K - $648K
|
28K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
15.8KNew |
$516K - $644K
|
15.8K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 3949.21% |
$493K - $615K
|
15.5K
$658K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14.6K+ 53.09% |
$477K - $595K
|
42.1K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
14.4K+ 16.03% |
$470K - $586K
|
104K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.4K+ 1.65% |
$469K - $586K
|
886K
$37.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.3K+ 1.06% |
$468K - $583K
|
1.37M
$58.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.3K+ 32.4% |
$467K - $583K
|
58.5K
$2.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14K+ 2.47% |
$456K - $569K
|
580K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.7K+ 28.2% |
$447K - $558K
|
62.2K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
13.5K+ 15.52% |
$442K - $552K
|
101K
$4.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
13.4K+ 10.81% |
$439K - $547K
|
138K
$5.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.4KNew |
$438K - $546K
|
13.4K
$570K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.2K+ 7.14% |
$432K - $539K
|
199K
$8.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 12.11% |
$431K - $537K
|
122K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13K+ 8.32% |
$424K - $529K
|
169K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
12.9K+ 2.37% |
$423K - $527K
|
558K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.9K+ 119.86% |
$421K - $525K
|
23.6K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12.8K+ 16.3% |
$419K - $523K
|
91.6K
$3.9M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
12.8K+ 20.89% |
$419K - $523K
|
74.3K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.8K+ 9.17% |
$418K - $521K
|
152K
$6.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.8K+ 183.9% |
$417K - $520K
|
19.7K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.4K+ 4.36% |
$406K - $507K
|
297K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$406K - $506K
|
118K
$5M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$404K - $504K
|
12.4K
$526K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
12.3K+ 8.11% |
$402K - $502K
|
164K
$6.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12.1KNew |
$394K - $492K
|
12.1K
$513K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11.9K+ 5.13% |
$390K - $487K
|
245K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
11.8K+ 127.66% |
$385K - $480K
|
21K
$894K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
11.3K+ 25.59% |
$370K - $462K
|
55.6K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10.9K+ 173.4% |
$355K - $443K
|
17.1K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 1.41% |
$355K - $442K
|
783K
$33.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.6K+ 36.33% |
$346K - $431K
|
39.7K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
10.6K+ 8.04% |
$345K - $431K
|
142K
$6.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.5K+ 5.39% |
$342K - $426K
|
204K
$8.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.3K+ 2.41% |
$336K - $419K
|
436K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$332K - $414K
|
10.2K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
10.1K+ 5.72% |
$328K - $410K
|
186K
$7.9M
|