Latest Institutional Purchases of Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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
Nov 22, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
26.7K
New
$878K - $960K
26.7K $983K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
21.9K
+ 2.56%
$720K - $787K
877K $32.3M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
17.7K
New
$583K - $637K
17.7K $652K
May 09, 2024 Q1 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
17.2K
New
$564K - $616K
17.2K $631K
May 01, 2024 Q1 2024
Bank Hapoalim Bm

BUY
 -
15K
+ 4.07%
$493K - $539K
384K $14.1M
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
13.2K
New
$434K - $474K
13.2K $486K
May 14, 2024 Q1 2024
Bank Of Nova Scotia

BUY
 -
8.03K
New
$264K - $288K
8.03K $295K
Apr 19, 2024 Q1 2024
Fortress Wealth Management, Inc.

BUY
 -
7.49K
New
$246K - $269K
7.49K $275K
May 15, 2024 Q1 2024
Peterson Wealth Management

BUY
 -
6.38K
New
$209K - $229K
6.38K $234K
May 10, 2024 Q1 2024
Spears Abacus Advisors LLC

BUY
 -
6.33K
New
$208K - $227K
6.33K $233K
Apr 16, 2024 Q1 2024
Cambridge Advisors Inc.

BUY
 -
5.75K
New
$189K - $206K
5.75K $211K
Apr 18, 2024 Q1 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
5.74K
New
$189K - $206K
5.74K $211K
Apr 12, 2024 Q1 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
3.53K
+ 42.61%
$116K - $127K
11.8K $434K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
1.42K
+ 21.89%
$46.8K - $51.1K
7.93K $292K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.38K
New
$45.4K - $49.6K
1.38K $50.8K
May 13, 2024 Q1 2024
Bare Financial Services, Inc

Gap, PA
BUY
 -
1.21K
New
$39.7K - $43.4K
1.21K $44.5K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.16K
+ 5.19%
$38.2K - $41.7K
23.5K $865K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
987
New
$32.4K - $35.4K
987 $36.3K
May 14, 2024 Q1 2024
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
966
+ 0.65%
$31.7K - $34.7K
149K $5.49M
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
735
+ 2.07%
$24.1K - $26.4K
36.3K $1.33M
May 08, 2024 Q1 2024
Sandy Spring Bank

BUY
 -
661
New
$21.7K - $23.7K
661 $24.3K
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
556
+ 100.18%
$18.3K - $20K
1.11K $40.9K
May 14, 2024 Q1 2024
Rmb Capital Management, LLC

BUY
 -
486
+ 1.88%
$16K - $17.4K
26.3K $969K
Apr 24, 2024 Q1 2024
Jgp Wealth Management, LLC

BUY
 -
234
+ 3.1%
$7.69K - $8.4K
7.78K $286K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 PUT
200
New
$6.57K - $7.18K
200 $7.35K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
187
New
$6.14K - $6.71K
187 $6.88K
Feb 05, 2025 Q1 2024
Mma Asset Management LLC

New York, NY
BUY
 -
155
New
$5.09K - $5.56K
155 $5.7K
Aug 09, 2024 Q1 2024
Grey Street Capital, LLC

Chicago, IL
BUY
 -
128
+ 0.27%
$4.2K - $4.6K
48.3K $1.78M
Q4 2023
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
199K
+ 12.56%
$5.87M - $6.79M
1.79M $65.7M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
109K
+ 3.78%
$3.22M - $3.72M
3M $110M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
37.8K
New
$1.11M - $1.29M
37.8K $1.39M
Jan 12, 2024 Q4 2023
Lvm Capital Management LTD

BUY
 -
16.7K
New
$491K - $567K
16.7K $612K
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
16.2K
New
$476K - $551K
16.2K $595K
Jan 12, 2024 Q4 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
15.2K
New
$447K - $517K
15.2K $558K
Feb 02, 2024 Q4 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
14.3K
New
$421K - $487K
14.3K $526K
Feb 12, 2024 Q4 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
13K
New
$383K - $443K
13K $478K
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
12.9K
+ 2.65%
$381K - $440K
500K $18.4M
Jan 30, 2024 Q4 2023
Peirce Capital Management, LLC

The Woodlands, TX
BUY
 -
11K
New
$323K - $374K
11K $403K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
10K
New
$295K - $341K
10K $368K
Jan 18, 2024 Q4 2023
Green Square Capital Advisors LLC

BUY
 -
8.5K
New
$250K - $290K
8.5K $313K
Jan 24, 2024 Q4 2023
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
7.91K
New
$233K - $270K
7.91K $291K
Feb 14, 2024 Q4 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
7.5K
New
$221K - $256K
7.5K $276K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
7.12K
New
$210K - $243K
7.12K $262K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
5.72K
+ 1.56%
$169K - $195K
373K $13.7M
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
1.5K
New
$44.2K - $51.1K
1.5K $55.2K
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
962
New
$28.3K - $32.8K
962 $35.4K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
616
New
$18.1K - $21K
616 $22.7K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
404
New
$11.9K - $13.8K
404 $14.9K
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
339
New
$9.99K - $11.5K
339 $12.5K

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