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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$5.46K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$5.46K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
131New |
$3.86K - $4.46K
|
131
$4.62K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
117New |
$3.45K - $3.99K
|
117
$4.12K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74New |
$2.18K - $2.52K
|
74
$2.61K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
40New |
$1.18K - $1.36K
|
40
$1.41K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1K - $1.16K
|
34
$1.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$766 - $886
|
26
$916
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
168KNew |
$5.2M - $5.65M
|
168K
$5.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
113KNew |
$3.5M - $3.8M
|
113K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.9KNew |
$1.23M - $1.34M
|
39.9K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
36.7K+ 4.71% |
$1.13M - $1.23M
|
816K
$28.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31.6K+ 2256.1% |
$976K - $1.06M
|
33K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.3KNew |
$906K - $985K
|
29.3K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
27.1KNew |
$837K - $910K
|
27.1K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18.1KNew |
$559K - $608K
|
18.1K
$638K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$337K - $366K
|
10.9K
$385K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.13KNew |
$251K - $273K
|
8.13K
$287K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
7.53K+ 10.99% |
$233K - $253K
|
76.1K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.77K+ 599.03% |
$209K - $227K
|
7.9K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.68KNew |
$206K - $224K
|
6.68K
$235K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3.85KNew |
$119K - $129K
|
3.85K
$136K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.25KNew |
$69.4K - $75.4K
|
2.25K
$79.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.8K+ 283.05% |
$55.7K - $60.5K
|
2.44K
$86K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.67K+ 15.2% |
$51.5K - $56K
|
12.6K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.54K+ 2.12% |
$47.5K - $51.7K
|
74.1K
$2.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$46.8K - $50.9K
|
1.52K
$53.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.03K+ 6.2% |
$31.9K - $34.7K
|
17.7K
$623K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
735New |
$22.7K - $24.7K
|
735
$25.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
701New |
$21.6K - $23.5K
|
701
$24.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
588New |
$18.2K - $19.7K
|
588
$20.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
384New |
$11.9K - $12.9K
|
384
$13.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
300+ 4.14% |
$9.26K - $10.1K
|
7.55K
$266K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
297New |
$9.17K - $9.97K
|
297
$10.5K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
239+ 0.8% |
$7.38K - $8.03K
|
30K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
214+ 1.18% |
$6.61K - $7.19K
|
18.4K
$647K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
209+ 2.62% |
$6.45K - $7.02K
|
8.17K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
198+ 0.18% |
$6.11K - $6.65K
|
110K
$3.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.09K - $3.36K
|
300
$10.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$3.09K - $3.36K
|
100
$3.52K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
82New |
$2.53K - $2.75K
|
82
$2.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
62New |
$1.91K - $2.08K
|
62
$2.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57+ 0.21% |
$1.76K - $1.91K
|
27.1K
$953K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$30.9 - $33.6
|
1
$35.2
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
348K+ 7.19% |
$11M - $11.7M
|
5.19M
$183M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
242K+ 7.23% |
$7.66M - $8.13M
|
3.58M
$126M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
144KNew |
$4.57M - $4.85M
|
144K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.7KNew |
$1.67M - $1.77M
|
52.7K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
28.1K+ 0.28% |
$891K - $946K
|
10.1M
$356M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
27.1K+ 21.95% |
$858K - $911K
|
150K
$5.3M
|
|