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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.4M+ 28.77% |
$524M - $573M
|
68.7M
$2.51B
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.85M+ 7.84% |
$166M - $181M
|
66.7M
$2.44B
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.41M+ 25.07% |
$150M - $165M
|
22M
$805M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.2M+ 106.61% |
$109M - $120M
|
6.2M
$227M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84MNew |
$96.8M - $106M
|
2.84M
$104M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85M+ 6.19% |
$63.1M - $69M
|
31.7M
$1.16B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.55M+ 23.47% |
$52.8M - $57.8M
|
8.14M
$298M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.43M+ 9062.42% |
$48.8M - $53.4M
|
1.45M
$52.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.21M+ 81.6% |
$41.2M - $45.1M
|
2.68M
$98.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.12M+ 9.77% |
$38.1M - $41.7M
|
12.5M
$459M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
895KNew |
$30.6M - $33.4M
|
895K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
856K+ 12.3% |
$29.2M - $32M
|
7.82M
$286M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
772K+ 2.83% |
$26.3M - $28.8M
|
28M
$1.03B
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
767KNew |
$26.2M - $28.6M
|
767K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
572K+ 10.88% |
$19.5M - $21.4M
|
5.83M
$213M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
560K+ 9.17% |
$19.1M - $20.9M
|
6.66M
$244M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
535K+ 79.79% |
$18.3M - $20M
|
1.21M
$44.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
511K+ 19.26% |
$17.4M - $19.1M
|
3.16M
$116M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
501K+ 42865.84% |
$17.1M - $18.7M
|
502K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
491KNew |
$16.8M - $18.4M
|
491K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
370KNew |
$12.6M - $13.8M
|
370K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
355K+ 10.85% |
$12.1M - $13.3M
|
3.63M
$133M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
349KNew |
$11.9M - $13M
|
349K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
283KNew |
$9.67M - $10.6M
|
283K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
280K+ 2896.5% |
$9.54M - $10.4M
|
289K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
274KNew |
$9.36M - $10.2M
|
274K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$8.48M - $9.28M
|
249K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
241K+ 4.22% |
$8.22M - $8.99M
|
5.94M
$217M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
215KNew |
$7.35M - $8.04M
|
215K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
208K+ 4.22% |
$7.1M - $7.77M
|
5.14M
$188M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
202KNew |
$6.89M - $7.54M
|
202K
$7.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197K+ 424.73% |
$6.72M - $7.35M
|
243K
$8.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
189K+ 12.8% |
$6.46M - $7.06M
|
1.67M
$61M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
183KNew |
$6.25M - $6.83M
|
183K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
182KNew |
$6.22M - $6.81M
|
182K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
181KNew |
$6.16M - $6.74M
|
181K
$6.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
174K+ 32.47% |
$5.94M - $6.51M
|
711K
$26M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
174K+ 43.57% |
$5.94M - $6.5M
|
574K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
166K+ 8.02% |
$5.65M - $6.18M
|
2.23M
$81.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
161K+ 1.23% |
$5.5M - $6.02M
|
13.3M
$487M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150K+ 11.8% |
$5.13M - $5.62M
|
1.43M
$52.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
149KNew |
$5.08M - $5.56M
|
149K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
147KNew |
$5.03M - $5.51M
|
147K
$5.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
138K+ 17.93% |
$4.71M - $5.15M
|
907K
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
130K+ 3.9% |
$4.45M - $4.87M
|
3.48M
$127M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
130KNew |
$4.45M - $4.87M
|
130K
$4.77M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
128K+ 11.57% |
$4.37M - $4.78M
|
1.23M
$45.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
122K+ 249.07% |
$4.17M - $4.56M
|
171K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
122KNew |
$4.16M - $4.56M
|
122K
$4.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
121K+ 58.13% |
$4.11M - $4.5M
|
328K
$12M
|