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 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
513+ 0.58% |
$14.7K - $17.8K
|
88.5K
$3.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
210New |
$6K - $7.3K
|
210
$8.47K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
128+ 0.83% |
$3.66K - $4.45K
|
15.5K
$624K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
128+ 3.74% |
$3.66K - $4.45K
|
3.55K
$143K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
115New |
$3.29K - $4K
|
115
$4.64K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
98+ 42.24% |
$2.8K - $3.4K
|
330
$13.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
23New |
$657 - $799
|
23
$928
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 2.22% |
$57.1 - $69.5
|
92
$3.71K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
68KNew |
$2.14M - $2.51M
|
68K
$2.74M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
11.8KNew |
$372K - $437K
|
11.8K
$477K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.32KNew |
$72.9K - $85.6K
|
2.32K
$93.5K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.32KNew |
$72.9K - $85.6K
|
2.32K
$93.5K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 20.76% |
$39.2K - $46.1K
|
7.27K
$293K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
70+ 53.85% |
$2.2K - $2.58K
|
200
$8.07K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
21+ 15.91% |
$660 - $775
|
153
$6.17K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
64.7KNew |
$2.28M - $2.46M
|
64.7K
$2.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
11KNew |
$386K - $416K
|
11K
$442K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
851New |
$30K - $32.3K
|
851
$34.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40.1KNew |
$1.43M - $1.53M
|
40.1K
$1.62M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
22.5KNew |
$807K - $863K
|
22.5K
$907K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.41KNew |
$80.9K - $86.4K
|
2.41K
$97.1K
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
21New |
$594 - $715
|
21
$847
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79.4KNew |
$2.2M - $2.4M
|
79.4K
$3.2M
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
18KNew |
$412K - $527K
|
18K
$726K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.63K+ 10.81% |
$37.3K - $47.8K
|
16.7K
$674K
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.25KNew |
$88K - $135K
|
4.25K
$171K
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
49New |
$1.01K - $1.56K
|
49
$1.98K
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
97+ 0.37% |
$2.77K - $3.07K
|
26.2K
$1.05M
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
16.3KNew |
$475K - $484K
|
16.3K
$659K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
700+ 70000.0% |
N/A
|
701
$28.3K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
181New |
N/A
|
181
$7.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$525K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.9KNew |
N/A
|
7.9K
$319K
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
487+ 42.91% |
N/A
|
1.62K
$65.4K
|
|