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 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
112KNew |
$3.78M - $4.21M
|
112K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
109K+ 7.44% |
$3.69M - $4.12M
|
1.58M
$63.6M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
107K+ 15.03% |
$3.61M - $4.03M
|
817K
$33M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
107K+ 87.89% |
$3.61M - $4.03M
|
228K
$9.2M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
104K+ 15.64% |
$3.51M - $3.91M
|
766K
$30.9M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
101K+ 19516.09% |
$3.41M - $3.8M
|
101K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
95.4KNew |
$3.23M - $3.6M
|
95.4K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
92.5K+ 215.73% |
$3.13M - $3.49M
|
135K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
90.7KNew |
$3.07M - $3.43M
|
90.7K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.6K+ 4.89% |
$3.03M - $3.38M
|
1.92M
$77.4M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
89K+ 41.13% |
$3.01M - $3.36M
|
305K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.1K+ 36.38% |
$2.61M - $2.91M
|
289K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76.7K+ 2.93% |
$2.6M - $2.9M
|
2.69M
$109M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71.7K+ 11.79% |
$2.42M - $2.71M
|
679K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
69.2K+ 114.86% |
$2.34M - $2.61M
|
129K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67KNew |
$2.27M - $2.53M
|
67K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
63.4K+ 17.95% |
$2.15M - $2.39M
|
417K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62K+ 59.75% |
$2.1M - $2.34M
|
166K
$6.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60.2KNew |
$2.04M - $2.27M
|
60.2K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
59.4K+ 72.04% |
$2.01M - $2.24M
|
142K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
55.2K+ 27.23% |
$1.87M - $2.09M
|
258K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54.4K+ 32.91% |
$1.84M - $2.06M
|
220K
$8.86M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
48.9KNew |
$1.65M - $1.85M
|
48.9K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
47.7K+ 24.12% |
$1.62M - $1.8M
|
246K
$9.91M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.7K+ 209.16% |
$1.61M - $1.8M
|
70.5K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
47.5K+ 6.72% |
$1.61M - $1.79M
|
754K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
47.1K+ 45.0% |
$1.59M - $1.78M
|
152K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46K+ 385.62% |
$1.56M - $1.74M
|
57.9K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
42.8K+ 95.01% |
$1.45M - $1.62M
|
87.8K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
41.7K+ 3.99% |
$1.41M - $1.57M
|
1.09M
$43.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.6K+ 5.01% |
$1.38M - $1.54M
|
852K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.4K+ 652.28% |
$1.37M - $1.53M
|
46.6K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
40K+ 43.69% |
$1.35M - $1.51M
|
131K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
40K+ 55.92% |
$1.35M - $1.51M
|
111K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
39.8K+ 247.65% |
$1.35M - $1.5M
|
55.8K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.34M - $1.49M
|
39.5K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.3K+ 54.11% |
$1.29M - $1.44M
|
109K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 43.38% |
$1.27M - $1.42M
|
124K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
37.2K+ 7.32% |
$1.26M - $1.4M
|
545K
$22M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36.4K+ 7.24% |
$1.23M - $1.37M
|
539K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
36.1K+ 43.46% |
$1.22M - $1.36M
|
119K
$4.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.1K+ 9.94% |
$1.22M - $1.36M
|
399K
$16.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
36K+ 167.29% |
$1.22M - $1.36M
|
57.6K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.7K+ 87.13% |
$1.17M - $1.31M
|
74.5K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.7K+ 2.41% |
$1.11M - $1.23M
|
1.39M
$56.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
32.6K+ 507.58% |
$1.1M - $1.23M
|
39K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.7K+ 7.58% |
$1.07M - $1.2M
|
450K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.4K+ 32.87% |
$1.06M - $1.18M
|
127K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
31.2K+ 27.47% |
$1.05M - $1.18M
|
145K
$5.83M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
30.9K+ 53.27% |
$1.05M - $1.17M
|
89K
$3.59M
|