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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
6.68KNew |
$228K - $245K
|
6.68K
$284K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.94KNew |
$203K - $217K
|
5.94K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$200K - $215K
|
5.86K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$118K - $127K
|
3.46K
$147K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.19KNew |
$109K - $117K
|
3.19K
$136K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 36.06% |
$70.8K - $75.9K
|
7.82K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$68.4K - $73.3K
|
2K
$85.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.4KNew |
$47.9K - $51.3K
|
1.4K
$59.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.38K+ 2.59% |
$47K - $50.4K
|
54.5K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$55.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.24K+ 4.05% |
$42.3K - $45.3K
|
31.8K
$1.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
885New |
$30.3K - $32.4K
|
885
$37.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
795+ 4.23% |
$27.2K - $29.1K
|
19.6K
$833K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665New |
$22.7K - $24.4K
|
665
$28.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$17.1K - $18.3K
|
500
$21.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 5.04% |
$15.3K - $16.4K
|
9.33K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
441+ 639.13% |
$15.1K - $16.2K
|
510
$21.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
416+ 10.29% |
$14.2K - $15.2K
|
4.46K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
313+ 2.23% |
$10.7K - $11.5K
|
14.3K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
312New |
$10.7K - $11.4K
|
312
$13.3K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
269+ 4.29% |
$9.2K - $9.86K
|
6.54K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
237+ 1.76% |
$8.11K - $8.68K
|
13.7K
$583K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
181+ 1.98% |
$6.19K - $6.63K
|
9.31K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
162+ 58.27% |
$5.54K - $5.94K
|
440
$18.7K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
156+ 1.76% |
$5.34K - $5.72K
|
9.01K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 20.12% |
$2.36K - $2.53K
|
412
$17.5K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
53New |
$1.81K - $1.94K
|
53
$2.25K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$34.2 - $36.6
|
16.9K
$718K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 0.19% |
$34.2 - $36.6
|
536
$22.8K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$7.3M - $7.98M
|
222K
$9.46M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
133KNew |
$4.38M - $4.79M
|
133K
$5.67M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
99.4KNew |
$3.27M - $3.57M
|
99.4K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.7K+ 35.32% |
$2.68M - $2.93M
|
313K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
67.2K+ 5.72% |
$2.21M - $2.41M
|
1.24M
$52.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.9M - $2.07M
|
57.8K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$991K - $1.08M
|
30.2K
$1.28M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$878K - $960K
|
26.7K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 2.56% |
$720K - $787K
|
877K
$37.3M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.7KNew |
$583K - $637K
|
17.7K
$755K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
15K+ 4.07% |
$493K - $539K
|
384K
$16.3M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.2KNew |
$434K - $474K
|
13.2K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
8.03KNew |
$264K - $288K
|
8.03K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.49KNew |
$246K - $269K
|
7.49K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
6.38KNew |
$209K - $229K
|
6.38K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.33KNew |
$208K - $227K
|
6.33K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
5.99KNew |
$197K - $215K
|
5.99K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.74KNew |
$189K - $206K
|
5.74K
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.53K+ 42.61% |
$116K - $127K
|
11.8K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.42K+ 21.89% |
$46.8K - $51.1K
|
7.93K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.21KNew |
$39.7K - $43.4K
|
1.21K
$51.5K
|
|