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 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 12.61% |
$3.38K - $3.78K
|
893
$36K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
92New |
$3.11K - $3.47K
|
92
$3.71K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
89+ 1.3% |
$3.01K - $3.36K
|
6.95K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
89+ 0.59% |
$3.01K - $3.36K
|
15.2K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
81+ 0.76% |
$2.74K - $3.06K
|
10.8K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
79New |
$2.67K - $2.98K
|
79
$3.19K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72+ 0.86% |
$2.44K - $2.72K
|
8.43K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 0.54% |
$2.33K - $2.61K
|
12.9K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62New |
$2.1K - $2.34K
|
62
$2.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.87% |
$1.9K - $2.12K
|
6.5K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
55+ 0.28% |
$1.86K - $2.08K
|
19.8K
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
55+ 0.15% |
$1.86K - $2.08K
|
36.3K
$1.46M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
45+ 0.05% |
$1.52K - $1.7K
|
97.9K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36+ 1.14% |
$1.22K - $1.36K
|
3.19K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 6.37% |
$1.22K - $1.36K
|
601
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
34+ 0.19% |
$1.15K - $1.28K
|
17.6K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
30New |
$1.02K - $1.13K
|
30
$1.21K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28+ 0.27% |
$948 - $1.06K
|
10.5K
$425K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.42% |
$914 - $1.02K
|
1.15K
$46.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.22% |
$880 - $982
|
11.9K
$481K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 4.06% |
$846 - $944
|
641
$25.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14+ 175.0% |
$474 - $529
|
22
$887
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$440 - $491
|
13
$524
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
8+ 0.01% |
$271 - $302
|
61.1K
$2.46M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.07% |
$203 - $227
|
8.86K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$169 - $189
|
5
$202
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
5+ 0.42% |
$169 - $189
|
1.19K
$47.9K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$102 - $113
|
3.85K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$33.8 - $37.8
|
171K
$6.9M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
949K+ 23.67% |
$32.4M - $35.4M
|
4.96M
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
181KNew |
$6.16M - $6.74M
|
181K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
86.8KNew |
$2.96M - $3.24M
|
86.8K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$2.39M - $2.62M
|
70.1K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
63.6KNew |
$2.17M - $2.38M
|
63.6K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
42.6KNew |
$1.45M - $1.59M
|
42.6K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.7K+ 4.0% |
$1.25M - $1.37M
|
953K
$38.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31K+ 6.81% |
$1.06M - $1.16M
|
486K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.6KNew |
$941K - $1.03M
|
27.6K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
26.8KNew |
$915K - $1M
|
26.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.3KNew |
$863K - $944K
|
25.3K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.7KNew |
$842K - $922K
|
24.7K
$995K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
19.9K+ 32.5% |
$680K - $744K
|
81.2K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
17.2KNew |
$586K - $641K
|
17.2K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$584K - $639K
|
17.1K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16.2KNew |
$552K - $604K
|
16.2K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14.7KNew |
$501K - $548K
|
14.7K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.5KNew |
$494K - $541K
|
14.5K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14.4KNew |
$491K - $538K
|
14.4K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14.1KNew |
$483K - $528K
|
14.1K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.3KNew |
$421K - $461K
|
12.3K
$498K
|
|