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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.7KNew |
$1.67M - $1.77M
|
52.7K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
28.1K+ 0.28% |
$891K - $946K
|
10.1M
$372M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
27.1K+ 21.95% |
$858K - $911K
|
150K
$5.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$491K - $522K
|
15.5K
$570K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13.9KNew |
$441K - $469K
|
13.9K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
12.1KNew |
$384K - $408K
|
12.1K
$445K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
10.2KNew |
$322K - $342K
|
10.2K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
7.01KNew |
$222K - $236K
|
7.01K
$258K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.41KNew |
$203K - $216K
|
6.41K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$149K - $158K
|
4.7K
$173K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.68KNew |
$148K - $158K
|
4.68K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.08K+ 124.0% |
$97.8K - $104K
|
5.57K
$205K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.04K+ 1.87% |
$96.5K - $102K
|
166K
$6.11M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.11K+ 24.97% |
$66.8K - $70.9K
|
10.5K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.75KNew |
$55.6K - $59K
|
1.75K
$64.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.12KNew |
$35.4K - $37.6K
|
1.12K
$41.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
837New |
$26.5K - $28.2K
|
837
$30.8K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498New |
$15.8K - $16.8K
|
498
$18.3K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
410New |
$13K - $13.8K
|
410
$15.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
298+ 11.01% |
$9.45K - $10K
|
3K
$110K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
260New |
$8.24K - $8.75K
|
260
$9.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59New |
$1.87K - $1.99K
|
59
$2.17K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 1.83% |
$539 - $572
|
948
$34.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 1.88% |
$190 - $202
|
326
$12K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 3.33% |
$31.7 - $33.7
|
31
$1.14K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.1K+ 20.16% |
$839K - $920K
|
168K
$6.17M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.5KNew |
$313K - $343K
|
10.5K
$386K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.4KNew |
$221K - $242K
|
7.4K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.16KNew |
$64.5K - $70.7K
|
2.16K
$79.5K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.35K+ 6.89% |
$40.4K - $44.3K
|
21K
$772K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.05KNew |
$31.2K - $34.2K
|
1.05K
$38.4K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
909New |
$27.1K - $29.7K
|
909
$33.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
817+ 8.13% |
$24.4K - $26.7K
|
10.9K
$400K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
748New |
$22.3K - $24.5K
|
748
$27.5K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
562+ 3.09% |
$16.8K - $18.4K
|
18.8K
$690K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
499New |
$14.9K - $16.3K
|
499
$18.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
319New |
$9.52K - $10.4K
|
319
$11.7K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
209New |
$6.23K - $6.84K
|
209
$7.68K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
192New |
$5.73K - $6.28K
|
192
$7.06K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
189New |
$5.64K - $6.18K
|
189
$6.95K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
117New |
$3.49K - $3.83K
|
117
$4.3K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.16% |
$447 - $491
|
9.34K
$343K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.55MNew |
$39.8M - $48.1M
|
1.55M
$57M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
180K+ 296.81% |
$4.62M - $5.57M
|
240K
$8.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
156K+ 42.8% |
$4.02M - $4.85M
|
522K
$19.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
50.9KNew |
$1.31M - $1.58M
|
50.9K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.6KNew |
$1.22M - $1.48M
|
47.6K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.02M - $1.23M
|
39.5K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.2K+ 66.64% |
$622K - $751K
|
60.5K
$2.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
14.2K+ 1929.52% |
$364K - $440K
|
14.9K
$548K
|
|