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 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
669KNew |
$22.6M - $25.3M
|
669K
$24.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
527KNew |
$17.8M - $19.9M
|
527K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
370K+ 61.61% |
$12.5M - $14M
|
970K
$35.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
219K+ 13.26% |
$7.42M - $8.29M
|
1.87M
$68M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
195K+ 462.71% |
$6.59M - $7.36M
|
237K
$8.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192K+ 206.2% |
$6.48M - $7.23M
|
284K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179K+ 19.75% |
$6.06M - $6.77M
|
1.09M
$39.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
179K+ 12.11% |
$6.06M - $6.76M
|
1.66M
$60.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
142K+ 16.58% |
$4.79M - $5.35M
|
996K
$36.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
127K+ 1029.06% |
$4.29M - $4.79M
|
139K
$5.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
122K+ 5.88% |
$4.14M - $4.62M
|
2.2M
$79.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 192.97% |
$3.66M - $4.08M
|
164K
$5.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51K+ 108493.62% |
$1.73M - $1.93M
|
51K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
40K+ 43.69% |
$1.35M - $1.51M
|
131K
$4.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.1K+ 9.94% |
$1.22M - $1.36M
|
399K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
36K+ 167.29% |
$1.22M - $1.36M
|
57.6K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
32.6K+ 507.58% |
$1.1M - $1.23M
|
39K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.5K+ 7.88% |
$1.03M - $1.15M
|
418K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29K+ 5.35% |
$982K - $1.1M
|
572K
$20.8M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28.1K+ 36.88% |
$950K - $1.06M
|
104K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.9K+ 6.76% |
$944K - $1.05M
|
440K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
27.3K+ 31.49% |
$922K - $1.03M
|
114K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.4KNew |
$893K - $997K
|
26.4K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.6KNew |
$868K - $969K
|
25.6K
$931K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2K+ 41.86% |
$750K - $837K
|
75.1K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 0.93% |
$737K - $822K
|
2.36M
$85.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
21.5K+ 66.86% |
$729K - $813K
|
53.8K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20K+ 52.52% |
$675K - $754K
|
57.9K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.1K+ 6.79% |
$613K - $685K
|
285K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.1K+ 9.36% |
$578K - $645K
|
199K
$7.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 62.31% |
$520K - $580K
|
40K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.8K+ 18.92% |
$501K - $560K
|
93.2K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
14.3K+ 2.98% |
$485K - $541K
|
494K
$17.9M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11.7K+ 4.18% |
$395K - $441K
|
291K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.7K+ 1.82% |
$363K - $405K
|
601K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.77K+ 9.17% |
$331K - $369K
|
116K
$4.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
9.24KNew |
$313K - $349K
|
9.24K
$335K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.08K+ 95.96% |
$307K - $343K
|
18.5K
$673K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.95K+ 3.92% |
$303K - $338K
|
237K
$8.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.07K+ 4.57% |
$273K - $305K
|
185K
$6.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$268K - $299K
|
7.92K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.2K+ 19.87% |
$244K - $272K
|
43.5K
$1.58M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.18K+ 0.79% |
$243K - $271K
|
918K
$33.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
7KNew |
$237K - $264K
|
7K
$254K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.53KNew |
$221K - $247K
|
6.53K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.34KNew |
$214K - $239K
|
6.34K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.78K+ 6.17% |
$195K - $218K
|
99.4K
$3.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.52K+ 2.74% |
$187K - $209K
|
207K
$7.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.51KNew |
$187K - $208K
|
5.51K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.44K+ 3.46% |
$184K - $205K
|
162K
$5.9M
|