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 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3.74KNew |
$122K - $153K
|
3.74K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.7K+ 2.93% |
$121K - $151K
|
130K
$5.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.69K+ 0.87% |
$121K - $150K
|
428K
$18.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.65K+ 0.91% |
$119K - $149K
|
402K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.58K+ 1.42% |
$117K - $146K
|
256K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.49K+ 21.91% |
$114K - $142K
|
19.4K
$825K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3.33K+ 2.6% |
$109K - $136K
|
131K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 6.79% |
$107K - $133K
|
51.3K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.19K+ 49.68% |
$104K - $130K
|
9.6K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$103K - $129K
|
3.16K
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.14K+ 2.17% |
$102K - $128K
|
148K
$6.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.09K+ 11.62% |
$101K - $126K
|
29.7K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.99K+ 2.19% |
$97.7K - $122K
|
140K
$5.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.97K+ 42.67% |
$96.8K - $121K
|
9.91K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.92K+ 4.9% |
$95.3K - $119K
|
62.5K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.92K+ 11.8% |
$95.2K - $119K
|
27.6K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.88K+ 43.96% |
$93.9K - $117K
|
9.42K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 0.75% |
$93.5K - $117K
|
385K
$16.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.81K+ 33.32% |
$91.8K - $115K
|
11.2K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.8K+ 10.6% |
$91.4K - $114K
|
29.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.79K+ 7.06% |
$91.1K - $114K
|
42.3K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.78KNew |
$90.8K - $113K
|
2.78K
$118K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.75K+ 1.7% |
$89.7K - $112K
|
164K
$7M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.72K+ 37.37% |
$88.7K - $111K
|
9.99K
$425K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.7K+ 13.1% |
$88.1K - $110K
|
23.3K
$992K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 20.3% |
$85.8K - $107K
|
15.6K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.63K+ 44.15% |
$85.7K - $107K
|
8.57K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.6K+ 5.43% |
$85K - $106K
|
50.6K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.58K+ 2.54% |
$84.4K - $105K
|
104K
$4.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.54K+ 1.16% |
$82.9K - $103K
|
222K
$9.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.54K+ 2.17% |
$82.9K - $103K
|
119K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.52K+ 4.09% |
$82.3K - $103K
|
64.2K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.51K+ 10.55% |
$81.8K - $102K
|
26.3K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.5K+ 6.6% |
$81.6K - $102K
|
40.4K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.47K+ 0.66% |
$80.7K - $101K
|
379K
$16.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.44K+ 4.18% |
$79.7K - $99.4K
|
60.8K
$2.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.39K+ 5.56% |
$78.1K - $97.5K
|
45.4K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.33K+ 38.41% |
$76K - $94.8K
|
8.38K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 42.71% |
$75.2K - $93.8K
|
7.7K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.29K+ 9.18% |
$74.7K - $93.2K
|
27.2K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.27KNew |
$74.1K - $92.5K
|
2.27K
$96.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.21KNew |
$72.3K - $90.2K
|
2.21K
$94.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.16KNew |
$70.4K - $87.9K
|
2.16K
$91.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.15KNew |
$70.3K - $87.7K
|
2.15K
$91.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.13K+ 6.24% |
$69.6K - $86.8K
|
36.3K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.12K+ 8.18% |
$69.1K - $86.2K
|
28K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.07K+ 4.85% |
$67.6K - $84.4K
|
44.8K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.96K+ 0.26% |
$64.1K - $80K
|
770K
$32.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.92K+ 11.4% |
$62.5K - $78K
|
18.7K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.89K+ 3.45% |
$61.9K - $77.2K
|
56.7K
$2.41M
|