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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.11KNew |
$234K - $283K
|
9.11K
$368K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
7.58KNew |
$195K - $235K
|
7.58K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
7.24KNew |
$186K - $225K
|
7.24K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7KNew |
$180K - $217K
|
7K
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.87KNew |
$177K - $213K
|
6.87K
$277K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
5.08K+ 10.84% |
$131K - $158K
|
51.9K
$2.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.44K+ 5.37% |
$114K - $138K
|
87.1K
$3.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.65KNew |
$68.2K - $82.3K
|
2.65K
$107K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.39KNew |
$61.3K - $74K
|
2.39K
$96.2K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.31KNew |
$59.4K - $71.7K
|
2.31K
$93.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$55.8K - $67.3K
|
2.17K
$87.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.47K+ 100.0% |
$37.7K - $45.5K
|
2.94K
$118K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
1.36KNew |
$34.9K - $42.1K
|
1.36K
$54.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
432New |
$11.1K - $13.4K
|
432
$17.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
242New |
$6.22K - $7.51K
|
242
$9.76K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
225New |
$5.78K - $6.98K
|
225
$9.07K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
104+ 3.3% |
$2.67K - $3.23K
|
3.25K
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
79New |
$2.03K - $2.45K
|
79
$3.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 13.47% |
$1.16K - $1.4K
|
379
$15.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.15% |
$51.4 - $62
|
176
$7.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
201K+ 45.06% |
$5.17M - $6.23M
|
649K
$26.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
138K+ 39.21% |
$3.54M - $4.27M
|
490K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
100KNew |
$2.58M - $3.1M
|
100K
$4.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
69.9KNew |
$1.79M - $2.16M
|
69.9K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
67KNew |
$1.72M - $2.07M
|
67K
$2.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33.9KNew |
$869K - $1.05M
|
33.9K
$1.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
22.9KNew |
$588K - $709K
|
22.9K
$924K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
12K+ 27.88% |
$307K - $370K
|
54.9K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 29.47% |
$266K - $321K
|
45.6K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$212K - $255K
|
8.26K
$333K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.45K+ 7.09% |
$166K - $199K
|
97.4K
$3.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
3.99K+ 3.65% |
$103K - $124K
|
114K
$4.58M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.18K+ 1.71% |
$56.1K - $67.6K
|
130K
$5.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.11% |
$30.8K - $37.1K
|
14.4K
$580K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
809New |
$20.8K - $25K
|
809
$32.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
177+ 17.05% |
$4.54K - $5.47K
|
1.22K
$49K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
927KNew |
$26.5M - $32.2M
|
927K
$37.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83.9KNew |
$2.4M - $2.91M
|
83.9K
$3.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
36.1KNew |
$1.03M - $1.25M
|
36.1K
$1.45M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14.2KNew |
$405K - $492K
|
14.2K
$571K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12KNew |
$344K - $418K
|
12K
$485K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.3KNew |
$323K - $393K
|
11.3K
$456K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
CALL |
10KNew |
$286K - $347K
|
10K
$403K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.39K+ 78.72% |
$268K - $326K
|
21.3K
$860K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.02KNew |
$229K - $279K
|
8.02K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.88KNew |
$225K - $274K
|
7.88K
$318K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.81KNew |
$80.4K - $97.7K
|
2.81K
$113K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.72KNew |
$77.6K - $94.4K
|
2.72K
$110K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09KNew |
$59.7K - $72.6K
|
2.09K
$84.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.38KNew |
$39.3K - $47.8K
|
1.38K
$55.5K
|
|