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 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
676+ 3.07% |
$22.1K - $27.5K
|
22.7K
$965K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
649+ 2.28% |
$21.2K - $26.4K
|
29.1K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
646+ 331.28% |
$21.1K - $26.3K
|
841
$35.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
626+ 1.02% |
$20.4K - $25.5K
|
62K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
624New |
$20.4K - $25.4K
|
624
$26.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
600New |
$19.6K - $24.5K
|
600
$25.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
571+ 1.44% |
$18.6K - $23.3K
|
40.3K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
571+ 1427.5% |
$18.6K - $23.3K
|
611
$26K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
554+ 0.64% |
$18.1K - $22.6K
|
87.6K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
553+ 1.67% |
$18.1K - $22.5K
|
33.7K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
537+ 5.4% |
$17.5K - $21.9K
|
10.5K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
528+ 0.09% |
$17.2K - $21.5K
|
598K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
526+ 5.87% |
$17.2K - $21.4K
|
9.49K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
521+ 35.91% |
$17K - $21.2K
|
1.97K
$83.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
509+ 0.93% |
$16.6K - $20.7K
|
55.3K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
505+ 1.23% |
$16.5K - $20.6K
|
41.5K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
501+ 1.42% |
$16.4K - $20.4K
|
35.9K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
483New |
$15.8K - $19.7K
|
483
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
478+ 1.07% |
$15.6K - $19.5K
|
45.1K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
477+ 7.19% |
$15.6K - $19.4K
|
7.12K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
469+ 1.96% |
$15.3K - $19.1K
|
24.4K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
455+ 0.98% |
$14.9K - $18.5K
|
47K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
454+ 2.37% |
$14.8K - $18.5K
|
19.6K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
444+ 0.38% |
$14.5K - $18.1K
|
118K
$5M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
443+ 1.67% |
$14.5K - $18.1K
|
27K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
430+ 3.98% |
$14K - $17.5K
|
11.2K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
426+ 1.17% |
$13.9K - $17.4K
|
37K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
419+ 0.81% |
$13.7K - $17.1K
|
52.3K
$2.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
389+ 1.66% |
$12.7K - $15.9K
|
23.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
363+ 0.72% |
$11.9K - $14.8K
|
50.5K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
363+ 1.21% |
$11.9K - $14.8K
|
30.4K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
350+ 3.7% |
$11.4K - $14.3K
|
9.8K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
347New |
$11.3K - $14.1K
|
347
$14.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
345+ 1.27% |
$11.3K - $14.1K
|
27.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
331+ 1.68% |
$10.8K - $13.5K
|
20.1K
$854K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
322+ 78.16% |
$10.5K - $13.1K
|
734
$31.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
316+ 4.61% |
$10.3K - $12.9K
|
7.17K
$305K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
300+ 3.55% |
$9.8K - $12.2K
|
8.76K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
296+ 0.96% |
$9.67K - $12.1K
|
31.2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
287+ 4.61% |
$9.37K - $11.7K
|
6.51K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
283+ 15.09% |
$9.24K - $11.5K
|
2.16K
$91.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 11.83% |
$9.14K - $11.4K
|
2.65K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
279+ 0.25% |
$9.11K - $11.4K
|
113K
$4.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
274New |
$8.95K - $11.2K
|
274
$11.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 0.49% |
$8.79K - $11K
|
55.6K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
267+ 0.29% |
$8.72K - $10.9K
|
93.4K
$3.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264+ 4.94% |
$8.62K - $10.8K
|
5.61K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
260+ 2.73% |
$8.49K - $10.6K
|
9.78K
$416K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
260New |
$8.49K - $10.6K
|
260
$11.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
256+ 2.35% |
$8.36K - $10.4K
|
11.1K
$474K
|