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 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.8K+ 8.61% |
$320K - $399K
|
124K
$5.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.53K+ 135.0% |
$311K - $388K
|
16.6K
$706K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.35K+ 3.33% |
$305K - $381K
|
290K
$12.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9.18K+ 2.72% |
$300K - $374K
|
347K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.14K+ 10.8% |
$299K - $372K
|
93.8K
$3.99M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
8.88K+ 14.98% |
$290K - $362K
|
68.1K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.58KNew |
$280K - $350K
|
8.58K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
8.46K+ 55.26% |
$276K - $345K
|
23.8K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
8.37K+ 31.02% |
$273K - $341K
|
35.4K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.28K+ 15.29% |
$270K - $337K
|
62.4K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.14K+ 16.13% |
$266K - $332K
|
58.6K
$2.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
8.13K+ 2.87% |
$266K - $331K
|
292K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.07K+ 1.5% |
$264K - $329K
|
547K
$23.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.97KNew |
$260K - $325K
|
7.97K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.78KNew |
$254K - $317K
|
7.78K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.68K+ 22.71% |
$251K - $313K
|
41.5K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.6KNew |
$248K - $310K
|
7.6K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7.6K+ 0.93% |
$248K - $310K
|
823K
$35M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.56K+ 19.06% |
$247K - $308K
|
47.2K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.47KNew |
$244K - $304K
|
7.47K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.45K+ 30.51% |
$243K - $304K
|
31.9K
$1.36M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$239K - $298K
|
7.32K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.25K+ 34.88% |
$237K - $295K
|
28K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
7.22KNew |
$236K - $294K
|
7.22K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.17K+ 0.34% |
$234K - $292K
|
2.11M
$89.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
7.14K+ 2.89% |
$233K - $291K
|
254K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.1K+ 2.71% |
$232K - $289K
|
269K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7.02K+ 3.3% |
$229K - $286K
|
220K
$9.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
6.97K+ 3.36% |
$228K - $284K
|
214K
$9.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.76K+ 6.49% |
$221K - $275K
|
111K
$4.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
6.72KNew |
$220K - $274K
|
6.72K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6.72K+ 3.46% |
$220K - $274K
|
201K
$8.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.71KNew |
$219K - $273K
|
6.71K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.61K+ 2.41% |
$216K - $269K
|
281K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.56K+ 1.4% |
$214K - $267K
|
473K
$20.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.49K+ 3.51% |
$212K - $264K
|
191K
$8.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.44KNew |
$210K - $263K
|
6.44K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.3K+ 57.18% |
$206K - $257K
|
17.3K
$736K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.28KNew |
$205K - $256K
|
6.28K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.25K+ 34.03% |
$204K - $255K
|
24.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.22K+ 27.63% |
$203K - $253K
|
28.7K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
6.21K+ 6.25% |
$203K - $253K
|
106K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.21KNew |
$203K - $253K
|
6.21K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
6.2K+ 7.35% |
$202K - $252K
|
90.5K
$3.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.19K+ 8.3% |
$202K - $252K
|
80.8K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.14KNew |
$200K - $250K
|
6.14K
$261K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$200K - $250K
|
6.12K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.09KNew |
$199K - $248K
|
6.09K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.98K+ 36.66% |
$195K - $244K
|
22.3K
$948K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
5.97KNew |
$195K - $243K
|
5.97K
$254K
|