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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
760+ 89.2% |
$25.6K - $28.8K
|
1.61K
$65K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$25.1K - $28.3K
|
745
$30K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
572New |
$19.3K - $21.7K
|
572
$23.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
562New |
$19K - $21.3K
|
562
$22.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
448New |
$15.1K - $17K
|
448
$18.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
382New |
$12.9K - $14.5K
|
382
$15.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
259New |
$8.74K - $9.83K
|
259
$10.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
129New |
$4.35K - $4.9K
|
129
$5.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
109New |
$3.68K - $4.14K
|
109
$4.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
78New |
$2.63K - $2.96K
|
78
$3.15K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
64New |
$2.16K - $2.43K
|
64
$2.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
49+ 2.39% |
$1.65K - $1.86K
|
2.1K
$84.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
48+ 2.32% |
$1.62K - $1.82K
|
2.12K
$85.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
42+ 0.62% |
$1.42K - $1.59K
|
6.78K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.15K - $1.29K
|
34
$1.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
33+ 0.02% |
$1.11K - $1.25K
|
133K
$5.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20New |
$675 - $759
|
20
$807
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.29M+ 462.64% |
$44.2M - $47.4M
|
1.57M
$63.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
49.2K+ 731.01% |
$1.68M - $1.8M
|
55.9K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
22.5KNew |
$770K - $824K
|
22.5K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16.5KNew |
$565K - $606K
|
16.5K
$667K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$426K - $456K
|
12.5K
$502K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$391K - $419K
|
11.4K
$461K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.26KNew |
$282K - $303K
|
8.26K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.25K+ 140.31% |
$282K - $302K
|
14.1K
$570K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.96KNew |
$272K - $292K
|
7.96K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.51KNew |
$257K - $275K
|
7.51K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.43KNew |
$254K - $272K
|
7.43K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
6.68KNew |
$228K - $245K
|
6.68K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.94KNew |
$203K - $217K
|
5.94K
$239K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$200K - $215K
|
5.86K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$118K - $127K
|
3.46K
$139K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.19KNew |
$109K - $117K
|
3.19K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53K+ 45.28% |
$86.7K - $92.8K
|
8.13K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 36.06% |
$70.8K - $75.9K
|
7.82K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$68.4K - $73.3K
|
2K
$80.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.4KNew |
$47.9K - $51.3K
|
1.4K
$56.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.38K+ 2.59% |
$47K - $50.4K
|
54.5K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$52.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$52.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.24K+ 4.05% |
$42.3K - $45.3K
|
31.8K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
885New |
$30.3K - $32.4K
|
885
$35.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
795+ 4.23% |
$27.2K - $29.1K
|
19.6K
$790K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665New |
$22.7K - $24.4K
|
665
$26.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
517+ 30.77% |
$17.7K - $18.9K
|
2.2K
$88.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$17.1K - $18.3K
|
500
$20.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 5.04% |
$15.3K - $16.4K
|
9.33K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
441+ 639.13% |
$15.1K - $16.2K
|
510
$20.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
434+ 4.56% |
$14.8K - $15.9K
|
9.95K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
416+ 10.29% |
$14.2K - $15.2K
|
4.46K
$180K
|
|