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 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13.4K+ 147.76% |
$453K - $505K
|
22.4K
$905K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13KNew |
$440K - $491K
|
13K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.9K+ 5.85% |
$437K - $488K
|
234K
$9.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
12.5K+ 5.7% |
$423K - $473K
|
232K
$9.36M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.4K+ 58.13% |
$418K - $467K
|
33.6K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.3K+ 0.35% |
$415K - $463K
|
3.49M
$141M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.1K+ 18.04% |
$409K - $456K
|
79K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.1K+ 47.37% |
$408K - $455K
|
37.5K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12K+ 8.47% |
$407K - $454K
|
154K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
11.9K+ 13.23% |
$402K - $449K
|
102K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 15.97% |
$394K - $440K
|
84.6K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.8K+ 54.97% |
$366K - $408K
|
30.5K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.8KNew |
$364K - $406K
|
10.8K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.7K+ 1.82% |
$363K - $405K
|
601K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.6K+ 156.35% |
$358K - $399K
|
17.3K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.4KNew |
$352K - $393K
|
10.4K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.77K+ 9.17% |
$331K - $369K
|
116K
$4.69M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.7K+ 5.53% |
$328K - $366K
|
185K
$7.47M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.29KNew |
$314K - $351K
|
9.29K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.21KNew |
$311K - $348K
|
9.21K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
9.19KNew |
$311K - $347K
|
9.19K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.14K+ 1.13% |
$309K - $345K
|
815K
$32.9M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.03K+ 73.64% |
$306K - $341K
|
21.3K
$859K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.95K+ 3.92% |
$303K - $338K
|
237K
$9.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
8.6K+ 1.1% |
$291K - $325K
|
787K
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.53K+ 130.27% |
$289K - $322K
|
15.1K
$608K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.07K+ 4.57% |
$273K - $305K
|
185K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
7.99K+ 7.46% |
$270K - $302K
|
115K
$4.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.95K+ 9.21% |
$269K - $300K
|
94.3K
$3.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$268K - $299K
|
7.92K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.88K+ 380.72% |
$267K - $298K
|
9.95K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.84K+ 113.37% |
$265K - $296K
|
14.8K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.84K+ 34.57% |
$265K - $296K
|
30.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
7.68K+ 14.9% |
$260K - $290K
|
59.2K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$257K - $287K
|
7.59K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
7.42KNew |
$251K - $280K
|
7.42K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.3K+ 5.05% |
$247K - $276K
|
152K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.25K+ 76.07% |
$245K - $274K
|
16.8K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 17.69% |
$244K - $272K
|
48K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.1KNew |
$240K - $268K
|
7.1K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
7KNew |
$237K - $264K
|
7K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.9K+ 3.66% |
$233K - $261K
|
195K
$7.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.84K+ 3.03% |
$232K - $258K
|
233K
$9.38M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.82K+ 0.74% |
$231K - $258K
|
924K
$37.3M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6.73KNew |
$228K - $254K
|
6.73K
$272K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.69K+ 8.62% |
$226K - $253K
|
84.3K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 1356.3% |
$226K - $252K
|
7.17K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.66K+ 5.47% |
$225K - $251K
|
128K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.64KNew |
$225K - $251K
|
6.64K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.6K+ 40.7% |
$223K - $249K
|
22.8K
$920K
|