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
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.88K+ 10.66% |
$61.2K - $76.4K
|
19.5K
$828K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.88KNew |
$61.2K - $76.4K
|
1.88K
$79.8K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.87K+ 1.95% |
$60.9K - $76K
|
97.6K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.81K+ 5.36% |
$59.2K - $73.9K
|
35.6K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.81K+ 2.28% |
$59.1K - $73.8K
|
81.2K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.79K+ 10.5% |
$58.6K - $73.1K
|
18.9K
$803K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.78K+ 11.38% |
$58.2K - $72.6K
|
17.4K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.78K+ 24.84% |
$58K - $72.3K
|
8.92K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69K+ 6.9% |
$55.1K - $68.7K
|
26.1K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.95% |
$55K - $68.6K
|
58.7K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.68K+ 12.21% |
$54.8K - $68.4K
|
15.4K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
1.67K+ 18.09% |
$54.6K - $68.2K
|
10.9K
$465K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 6.05% |
$53.9K - $67.3K
|
29K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.61K+ 71.72% |
$52.7K - $65.7K
|
3.86K
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
1.53K+ 3.62% |
$50K - $62.3K
|
43.8K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 21.26% |
$49.7K - $62.1K
|
8.69K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.5KNew |
$49K - $61.1K
|
1.5K
$63.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.42K+ 6.05% |
$46.4K - $57.9K
|
24.9K
$1.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.41K+ 1.46% |
$46.1K - $57.6K
|
98.1K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.4KNew |
$45.7K - $57.1K
|
1.4K
$59.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.38K+ 21.12% |
$45.2K - $56.4K
|
7.93K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.32K+ 7.79% |
$43K - $53.7K
|
18.2K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.24KNew |
$40.4K - $50.4K
|
1.24K
$52.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$39.9K - $49.8K
|
1.22K
$51.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.21K+ 0.67% |
$39.6K - $49.4K
|
182K
$7.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.14K+ 146.03% |
$37.2K - $46.4K
|
1.92K
$81.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 1.26% |
$36.8K - $46K
|
90.9K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 0.27% |
$36.8K - $45.9K
|
418K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.09KNew |
$35.7K - $44.5K
|
1.09K
$46.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 2.69% |
$35.4K - $44.1K
|
41.3K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.08K+ 11.65% |
$35.3K - $44.1K
|
10.4K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.06K+ 4.38% |
$34.5K - $43K
|
25.2K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.05K+ 2.62% |
$34.1K - $42.6K
|
41K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.02K+ 1.41% |
$33.3K - $41.5K
|
73.5K
$3.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 6.99% |
$32.9K - $41K
|
15.4K
$655K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1K+ 3.9% |
$32.7K - $40.8K
|
26.7K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
989+ 12.82% |
$32.3K - $40.3K
|
8.7K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
974+ 4.7% |
$31.8K - $39.7K
|
21.7K
$923K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
923+ 1.53% |
$30.1K - $37.6K
|
61.3K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
922+ 0.61% |
$30.1K - $37.6K
|
153K
$6.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
922+ 11.2% |
$30.1K - $37.6K
|
9.15K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
921+ 0.98% |
$30.1K - $37.5K
|
95.2K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
888New |
$29K - $36.2K
|
888
$37.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
830+ 9.15% |
$27.1K - $33.8K
|
9.9K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
789+ 1.56% |
$25.8K - $32.2K
|
51.5K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
759+ 4.61% |
$24.8K - $30.9K
|
17.2K
$733K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
756+ 1.4% |
$24.7K - $30.8K
|
54.7K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
733+ 11.34% |
$23.9K - $29.9K
|
7.2K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
716+ 1.97% |
$23.4K - $29.2K
|
37K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
687+ 9.05% |
$22.4K - $28K
|
8.28K
$352K
|