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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
9.73M+ 3061.33% |
$329M - $368M
|
10M
$380M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06M+ 47.35% |
$35.7M - $39.9M
|
3.28M
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 15.14% |
$34.1M - $38.1M
|
7.67M
$290M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
669KNew |
$22.6M - $25.3M
|
669K
$25.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
581K+ 259.19% |
$19.7M - $22M
|
806K
$30.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
561K+ 577.38% |
$19M - $21.2M
|
659K
$24.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
527KNew |
$17.8M - $19.9M
|
527K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
431K+ 409.6% |
$14.6M - $16.3M
|
536K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
426K+ 3.4% |
$14.4M - $16.1M
|
13M
$491M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
370K+ 61.61% |
$12.5M - $14M
|
970K
$36.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
239K+ 53.83% |
$8.1M - $9.04M
|
684K
$25.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
219K+ 13.26% |
$7.42M - $8.29M
|
1.87M
$70.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
195K+ 12.56% |
$6.6M - $7.37M
|
1.75M
$66.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
195K+ 462.71% |
$6.59M - $7.36M
|
237K
$8.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192K+ 206.2% |
$6.48M - $7.23M
|
284K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
183K+ 90.96% |
$6.18M - $6.9M
|
384K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179K+ 19.75% |
$6.06M - $6.77M
|
1.09M
$41.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
179K+ 12.11% |
$6.06M - $6.76M
|
1.66M
$62.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
167K+ 1041.07% |
$5.66M - $6.32M
|
183K
$6.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
152K+ 187188.89% |
$5.13M - $5.73M
|
152K
$5.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
142K+ 16.58% |
$4.79M - $5.35M
|
996K
$37.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
127K+ 1029.06% |
$4.29M - $4.79M
|
139K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
126K+ 181.24% |
$4.28M - $4.77M
|
196K
$7.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
122K+ 5.88% |
$4.14M - $4.62M
|
2.2M
$83.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
114K+ 1844.56% |
$3.85M - $4.29M
|
120K
$4.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
113K+ 19.69% |
$3.82M - $4.27M
|
687K
$26M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 192.97% |
$3.66M - $4.08M
|
164K
$6.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
95.4KNew |
$3.23M - $3.6M
|
95.4K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
94.9K+ 127.23% |
$3.21M - $3.59M
|
170K
$6.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
92.5K+ 215.73% |
$3.13M - $3.49M
|
135K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
88.4K+ 334.72% |
$2.99M - $3.34M
|
115K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67KNew |
$2.27M - $2.53M
|
67K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60.2KNew |
$2.04M - $2.27M
|
60.2K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
59.4K+ 72.04% |
$2.01M - $2.24M
|
142K
$5.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51K+ 108493.62% |
$1.73M - $1.93M
|
51K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
47.7K+ 24.12% |
$1.62M - $1.8M
|
246K
$9.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
47.5K+ 6.72% |
$1.61M - $1.79M
|
754K
$28.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
41.7K+ 3.99% |
$1.41M - $1.57M
|
1.09M
$41.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
40K+ 43.69% |
$1.35M - $1.51M
|
131K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36.4K+ 7.24% |
$1.23M - $1.37M
|
539K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.1K+ 9.94% |
$1.22M - $1.36M
|
399K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
36K+ 167.29% |
$1.22M - $1.36M
|
57.6K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.7K+ 87.13% |
$1.17M - $1.31M
|
74.5K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
34.5KNew |
$1.17M - $1.3M
|
34.5K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
32.6K+ 507.58% |
$1.1M - $1.23M
|
39K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.5K+ 7.88% |
$1.03M - $1.15M
|
418K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29K+ 5.35% |
$982K - $1.1M
|
572K
$21.6M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
28.7K+ 4.22% |
$972K - $1.09M
|
710K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28.1K+ 36.88% |
$950K - $1.06M
|
104K
$3.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.9K+ 6.76% |
$944K - $1.05M
|
440K
$16.7M
|