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 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
669KNew |
$22.6M - $25.3M
|
669K
$24.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
527KNew |
$17.8M - $19.9M
|
527K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
370K+ 61.61% |
$12.5M - $14M
|
970K
$35.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
179K+ 12.11% |
$6.06M - $6.76M
|
1.66M
$60.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
127K+ 1029.06% |
$4.29M - $4.79M
|
139K
$5.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
122K+ 5.88% |
$4.14M - $4.62M
|
2.2M
$80.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 192.97% |
$3.66M - $4.08M
|
164K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51K+ 108493.62% |
$1.73M - $1.93M
|
51K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.1K+ 9.94% |
$1.22M - $1.36M
|
399K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
31K+ 13.11% |
$1.05M - $1.17M
|
268K
$9.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.5K+ 7.88% |
$1.03M - $1.15M
|
418K
$15.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29K+ 5.35% |
$982K - $1.1M
|
572K
$21M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.9K+ 6.76% |
$944K - $1.05M
|
440K
$16.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2K+ 41.86% |
$750K - $837K
|
75.1K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.1K+ 9.36% |
$578K - $645K
|
199K
$7.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 62.31% |
$520K - $580K
|
40K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.8K+ 18.92% |
$501K - $560K
|
93.2K
$3.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
14.3K+ 2.98% |
$485K - $541K
|
494K
$18.2M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11.7K+ 4.18% |
$395K - $441K
|
291K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.08K+ 95.96% |
$307K - $343K
|
18.5K
$681K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$268K - $299K
|
7.92K
$291K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.18K+ 0.79% |
$243K - $271K
|
918K
$33.7M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.53KNew |
$221K - $247K
|
6.53K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.78K+ 6.17% |
$195K - $218K
|
99.4K
$3.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.52K+ 2.74% |
$187K - $209K
|
207K
$7.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.51KNew |
$187K - $208K
|
5.51K
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.6K+ 7.89% |
$156K - $174K
|
62.9K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.35K+ 2.49% |
$79.5K - $88.7K
|
96.7K
$3.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.09K+ 5.15% |
$70.8K - $79.1K
|
42.7K
$1.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.85K+ 1.06% |
$62.5K - $69.8K
|
176K
$6.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.7K+ 7.46% |
$57.6K - $64.2K
|
24.5K
$900K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.34K+ 2.57% |
$45.4K - $50.7K
|
53.5K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.3K+ 1.67% |
$44.1K - $49.2K
|
79.4K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.24K+ 11.84% |
$41.8K - $46.7K
|
11.7K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.09K+ 9.61% |
$36.7K - $41K
|
12.4K
$455K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
817New |
$27.6K - $30.9K
|
817
$30K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
625+ 1.64% |
$21.2K - $23.6K
|
38.7K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
542+ 7.28% |
$18.3K - $20.5K
|
7.98K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
178+ 1.58% |
$6.02K - $6.72K
|
11.5K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
149+ 1.09% |
$5.04K - $5.63K
|
13.8K
$509K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
134+ 0.7% |
$4.53K - $5.06K
|
19.3K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
55+ 0.15% |
$1.86K - $2.08K
|
36.3K
$1.33M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.4M+ 28.77% |
$524M - $573M
|
68.7M
$2.52B
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.85M+ 7.84% |
$166M - $181M
|
66.7M
$2.45B
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.41M+ 25.07% |
$150M - $165M
|
22M
$807M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.2M+ 106.61% |
$109M - $120M
|
6.2M
$228M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84MNew |
$96.8M - $106M
|
2.84M
$104M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85M+ 6.19% |
$63.1M - $69M
|
31.7M
$1.16B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.55M+ 23.47% |
$52.8M - $57.8M
|
8.14M
$299M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.43M+ 9062.42% |
$48.8M - $53.4M
|
1.45M
$53.1M
|
|