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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$3.41K - $3.74K
|
100
$4.03K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
95New |
$3.24K - $3.55K
|
95
$3.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
90+ 1.03% |
$3.07K - $3.36K
|
8.79K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
83+ 1.15% |
$2.83K - $3.1K
|
7.32K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
82New |
$2.8K - $3.06K
|
82
$3.31K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
81+ 0.83% |
$2.76K - $3.03K
|
9.89K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
75+ 1.4% |
$2.56K - $2.8K
|
5.42K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
73New |
$2.49K - $2.73K
|
73
$2.94K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
48+ 0.46% |
$1.64K - $1.79K
|
10.5K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
44New |
$1.5K - $1.64K
|
44
$1.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
37New |
$1.26K - $1.38K
|
37
$1.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29+ 0.28% |
$990 - $1.08K
|
10.4K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
29+ 4.84% |
$990 - $1.08K
|
628
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
27New |
$922 - $1.01K
|
27
$1.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 0.07% |
$683 - $747
|
27K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19+ 0.11% |
$648 - $710
|
17.8K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.12% |
$512 - $560
|
12.9K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 1.4% |
$512 - $560
|
1.09K
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
12New |
$410 - $448
|
12
$484
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 1.43% |
$239 - $261
|
498
$20.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 1.33% |
$171 - $187
|
382
$15.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.28% |
$171 - $187
|
1.8K
$72.7K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 1.05% |
$34.1 - $37.4
|
96
$3.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.1% |
$34.1 - $37.4
|
92
$3.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$34.1 - $37.4
|
7.92K
$319K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
110KNew |
$3.71M - $4.18M
|
110K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$3.38M - $3.8M
|
100K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
85.4K+ 608.55% |
$2.88M - $3.24M
|
99.4K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
53.9K+ 6.33% |
$1.82M - $2.05M
|
906K
$36.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
44.1K+ 41.64% |
$1.49M - $1.68M
|
150K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
41.9KNew |
$1.41M - $1.59M
|
41.9K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
40.6K+ 5.06% |
$1.37M - $1.54M
|
843K
$34M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 154.89% |
$1.23M - $1.38M
|
59.8K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19.1K+ 10.7% |
$643K - $724K
|
197K
$7.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
17.5KNew |
$591K - $664K
|
17.5K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
16.9KNew |
$571K - $643K
|
16.9K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$399K - $449K
|
11.8K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 3.06% |
$347K - $391K
|
346K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
10KNew |
$337K - $380K
|
10K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
9.77K+ 11.77% |
$330K - $371K
|
92.8K
$3.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.44K+ 11.13% |
$318K - $358K
|
94.3K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
9.12K+ 3.41% |
$308K - $346K
|
276K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.75KNew |
$295K - $332K
|
8.75K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.91KNew |
$267K - $300K
|
7.91K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.69KNew |
$192K - $216K
|
5.69K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.63KNew |
$190K - $214K
|
5.63K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.51KNew |
$186K - $209K
|
5.51K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.53KNew |
$85.4K - $96.1K
|
2.53K
$102K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.4K+ 10.03% |
$81.1K - $91.2K
|
26.4K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.9KNew |
$64.1K - $72.1K
|
1.9K
$76.6K
|
|