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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16K+ 5.19% |
$38.2K - $41.7K
|
23.5K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
966+ 0.65% |
$31.7K - $34.7K
|
149K
$6.36M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
735+ 2.07% |
$24.1K - $26.4K
|
36.3K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
661New |
$21.7K - $23.7K
|
661
$28.1K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
556+ 100.18% |
$18.3K - $20K
|
1.11K
$47.3K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
486+ 1.88% |
$16K - $17.4K
|
26.3K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 3.1% |
$7.69K - $8.4K
|
7.78K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$6.57K - $7.18K
|
200
$8.51K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
187New |
$6.14K - $6.71K
|
187
$7.95K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
155New |
$5.09K - $5.56K
|
155
$6.59K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
128+ 0.27% |
$4.2K - $4.6K
|
48.3K
$2.06M
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
199K+ 12.56% |
$5.87M - $6.79M
|
1.79M
$76M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
109K+ 3.78% |
$3.22M - $3.72M
|
3M
$127M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$1.11M - $1.29M
|
37.8K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$476K - $551K
|
16.2K
$688K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.2KNew |
$447K - $517K
|
15.2K
$646K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.3KNew |
$421K - $487K
|
14.3K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13KNew |
$383K - $443K
|
13K
$553K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 2.65% |
$381K - $440K
|
500K
$21.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10KNew |
$295K - $341K
|
10K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.5KNew |
$250K - $290K
|
8.5K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
7.91KNew |
$233K - $270K
|
7.91K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.5KNew |
$221K - $256K
|
7.5K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.12KNew |
$210K - $243K
|
7.12K
$303K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.72K+ 1.56% |
$169K - $195K
|
373K
$15.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$44.2K - $51.1K
|
1.5K
$63.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
962New |
$28.3K - $32.8K
|
962
$40.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
616New |
$18.1K - $21K
|
616
$26.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
404New |
$11.9K - $13.8K
|
404
$17.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
339New |
$9.99K - $11.5K
|
339
$14.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$6.59K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$6.59K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
131New |
$3.86K - $4.46K
|
131
$5.57K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
117New |
$3.45K - $3.99K
|
117
$4.98K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74New |
$2.18K - $2.52K
|
74
$3.15K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
40New |
$1.18K - $1.36K
|
40
$1.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$766 - $886
|
26
$1.11K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
168KNew |
$5.2M - $5.65M
|
168K
$7.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
113KNew |
$3.5M - $3.8M
|
113K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.9KNew |
$1.23M - $1.34M
|
39.9K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
36.7K+ 4.71% |
$1.13M - $1.23M
|
816K
$34.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.3KNew |
$906K - $985K
|
29.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
27.1KNew |
$837K - $910K
|
27.1K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18.1KNew |
$559K - $608K
|
18.1K
$770K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$337K - $366K
|
10.9K
$464K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
7.53K+ 10.99% |
$233K - $253K
|
76.1K
$3.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.68KNew |
$206K - $224K
|
6.68K
$284K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.25KNew |
$69.4K - $75.4K
|
2.25K
$95.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.8K+ 283.05% |
$55.7K - $60.5K
|
2.44K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.54K+ 2.12% |
$47.5K - $51.7K
|
74.1K
$3.15M
|
|