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 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.6K+ 40.7% |
$223K - $249K
|
22.8K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.55KNew |
$222K - $247K
|
6.55K
$264K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$221K - $247K
|
6.54K
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.53KNew |
$221K - $247K
|
6.53K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.41KNew |
$217K - $242K
|
6.41K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.4KNew |
$217K - $242K
|
6.4K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07KNew |
$205K - $229K
|
6.07K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.02KNew |
$204K - $227K
|
6.02K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.01KNew |
$203K - $227K
|
6.01K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.95KNew |
$201K - $225K
|
5.95K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
5.8KNew |
$196K - $219K
|
5.8K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.78K+ 6.17% |
$195K - $218K
|
99.4K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$194K - $217K
|
5.75K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.73K+ 0.51% |
$194K - $216K
|
1.12M
$45.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.7K+ 39.24% |
$193K - $215K
|
20.2K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.6K+ 5.22% |
$189K - $211K
|
113K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
5.58K+ 347.29% |
$189K - $211K
|
7.19K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.55KNew |
$188K - $209K
|
5.55K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.51KNew |
$187K - $208K
|
5.51K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.44K+ 3.46% |
$184K - $205K
|
162K
$6.55M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.39KNew |
$182K - $204K
|
5.39K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.34K+ 1.94% |
$181K - $202K
|
281K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 87.0% |
$180K - $201K
|
11.4K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.15K+ 26.73% |
$174K - $195K
|
24.4K
$985K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.07K+ 4698.15% |
$172K - $192K
|
5.18K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.98K+ 31.87% |
$168K - $188K
|
20.6K
$831K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 0.65% |
$168K - $188K
|
772K
$31.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.82K+ 389.89% |
$163K - $182K
|
6.06K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.8K+ 18.36% |
$162K - $181K
|
30.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.64K+ 13.15% |
$157K - $175K
|
39.9K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.62K+ 0.83% |
$156K - $174K
|
559K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.62K+ 23.03% |
$156K - $174K
|
24.7K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.59K+ 1.65% |
$155K - $173K
|
284K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.46KNew |
$151K - $168K
|
4.46K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.4K+ 7.98% |
$149K - $166K
|
59.5K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.35K+ 19.07% |
$147K - $164K
|
27.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4K+ 9.08% |
$135K - $151K
|
48K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
3.89K+ 2.26% |
$132K - $147K
|
176K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.88K+ 3.97% |
$131K - $147K
|
101K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 4.35% |
$125K - $140K
|
88.6K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.67K+ 1.48% |
$124K - $139K
|
252K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.56K+ 27.95% |
$121K - $135K
|
16.3K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.55K+ 1.44% |
$120K - $134K
|
250K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 13.66% |
$119K - $132K
|
29.1K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.35K+ 8.21% |
$113K - $127K
|
44.2K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.31K+ 1.26% |
$112K - $125K
|
266K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.24K+ 1.75% |
$110K - $122K
|
188K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.03K+ 8.3% |
$102K - $114K
|
39.5K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.98K+ 8.53% |
$101K - $113K
|
37.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.76K+ 8.34% |
$93.4K - $104K
|
35.9K
$1.45M
|