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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.01KNew |
$164K - $204K
|
5.01K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5KNew |
$163K - $204K
|
5K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.98K+ 4611.11% |
$163K - $203K
|
5.09K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.95KNew |
$162K - $202K
|
4.95K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.94KNew |
$161K - $201K
|
4.94K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.83K+ 8.29% |
$158K - $197K
|
63.1K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3.74KNew |
$122K - $153K
|
3.74K
$164K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$103K - $129K
|
3.16K
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.78KNew |
$90.8K - $113K
|
2.78K
$122K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 20.3% |
$85.8K - $107K
|
15.6K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.27KNew |
$74.1K - $92.5K
|
2.27K
$99.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.21KNew |
$72.3K - $90.2K
|
2.21K
$96.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.16KNew |
$70.4K - $87.9K
|
2.16K
$94.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.15KNew |
$70.3K - $87.7K
|
2.15K
$94.2K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.88K+ 10.66% |
$61.2K - $76.4K
|
19.5K
$852K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.88KNew |
$61.2K - $76.4K
|
1.88K
$82.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.68K+ 12.21% |
$54.8K - $68.4K
|
15.4K
$675K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.63K+ 14.59% |
$53.3K - $66.5K
|
12.8K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.61K+ 71.72% |
$52.7K - $65.7K
|
3.86K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.5KNew |
$49K - $61.1K
|
1.5K
$65.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.42K+ 6.05% |
$46.4K - $57.9K
|
24.9K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.4KNew |
$45.7K - $57.1K
|
1.4K
$61.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.38K+ 21.12% |
$45.2K - $56.4K
|
7.93K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.24KNew |
$40.4K - $50.4K
|
1.24K
$54.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.09KNew |
$35.7K - $44.5K
|
1.09K
$47.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 6.99% |
$32.9K - $41K
|
15.4K
$674K
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
922+ 0.61% |
$30.1K - $37.6K
|
153K
$6.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
830+ 9.15% |
$27.1K - $33.8K
|
9.9K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
716+ 1.97% |
$23.4K - $29.2K
|
37K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
624New |
$20.4K - $25.4K
|
624
$27.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
600New |
$19.6K - $24.5K
|
600
$26.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
571+ 1.44% |
$18.6K - $23.3K
|
40.3K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
571+ 1427.5% |
$18.6K - $23.3K
|
611
$26.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
553+ 1.67% |
$18.1K - $22.5K
|
33.7K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
537+ 5.4% |
$17.5K - $21.9K
|
10.5K
$459K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
521+ 35.91% |
$17K - $21.2K
|
1.97K
$86.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
505+ 1.23% |
$16.5K - $20.6K
|
41.5K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
483New |
$15.8K - $19.7K
|
483
$21.1K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
336New |
$11K - $13.7K
|
336
$14.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
331+ 1.68% |
$10.8K - $13.5K
|
20.1K
$879K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
316+ 4.61% |
$10.3K - $12.9K
|
7.17K
$314K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
300+ 3.55% |
$9.8K - $12.2K
|
8.76K
$383K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
283+ 15.09% |
$9.24K - $11.5K
|
2.16K
$94.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 11.83% |
$9.14K - $11.4K
|
2.65K
$116K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
274New |
$8.95K - $11.2K
|
274
$12K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
260New |
$8.49K - $10.6K
|
260
$11.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
256+ 2.35% |
$8.36K - $10.4K
|
11.1K
$488K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
241New |
$7.87K - $9.82K
|
241
$10.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
195+ 16.43% |
$6.37K - $7.95K
|
1.38K
$60.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
175+ 70.85% |
$5.72K - $7.13K
|
422
$18.5K
|
|