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 |
---|---|---|---|---|---|---|---|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$34.2 - $36.6
|
16.9K
$618K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 0.19% |
$34.2 - $36.6
|
536
$19.6K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$7.3M - $7.98M
|
222K
$8.14M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
133KNew |
$4.38M - $4.79M
|
133K
$4.88M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
99.4KNew |
$3.27M - $3.57M
|
99.4K
$3.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.7K+ 35.32% |
$2.68M - $2.93M
|
313K
$11.5M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
67.2K+ 5.72% |
$2.21M - $2.41M
|
1.24M
$45.5M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.9M - $2.07M
|
57.8K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$991K - $1.08M
|
30.2K
$1.1M
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$878K - $960K
|
26.7K
$979K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 2.56% |
$720K - $787K
|
877K
$32.1M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.7KNew |
$583K - $637K
|
17.7K
$649K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.2KNew |
$564K - $616K
|
17.2K
$628K
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
15K+ 4.07% |
$493K - $539K
|
384K
$14.1M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.2KNew |
$434K - $474K
|
13.2K
$484K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
8.03KNew |
$264K - $288K
|
8.03K
$294K
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.49KNew |
$246K - $269K
|
7.49K
$274K
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
6.38KNew |
$209K - $229K
|
6.38K
$233K
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.33KNew |
$208K - $227K
|
6.33K
$232K
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
5.99KNew |
$197K - $215K
|
5.99K
$219K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$189K - $206K
|
5.75K
$210K
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.74KNew |
$189K - $206K
|
5.74K
$210K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.53K+ 42.61% |
$116K - $127K
|
11.8K
$432K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.42K+ 21.89% |
$46.8K - $51.1K
|
7.93K
$290K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.38KNew |
$45.4K - $49.6K
|
1.38K
$50.5K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.21KNew |
$39.7K - $43.4K
|
1.21K
$44.3K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16K+ 5.19% |
$38.2K - $41.7K
|
23.5K
$861K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
987New |
$32.4K - $35.4K
|
987
$36.1K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
966+ 0.65% |
$31.7K - $34.7K
|
149K
$5.47M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
735+ 2.07% |
$24.1K - $26.4K
|
36.3K
$1.33M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
661New |
$21.7K - $23.7K
|
661
$24.2K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
556+ 100.18% |
$18.3K - $20K
|
1.11K
$40.7K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
486+ 1.88% |
$16K - $17.4K
|
26.3K
$964K
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 3.1% |
$7.69K - $8.4K
|
7.78K
$285K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$6.57K - $7.18K
|
200
$7.32K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
187New |
$6.14K - $6.71K
|
187
$6.84K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
155New |
$5.09K - $5.56K
|
155
$5.67K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
128+ 0.27% |
$4.2K - $4.6K
|
48.3K
$1.77M
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
199K+ 12.56% |
$5.87M - $6.79M
|
1.79M
$65.4M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
109K+ 3.78% |
$3.22M - $3.72M
|
3M
$110M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$1.11M - $1.29M
|
37.8K
$1.38M
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
16.7KNew |
$491K - $567K
|
16.7K
$609K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$476K - $551K
|
16.2K
$592K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.2KNew |
$447K - $517K
|
15.2K
$556K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.3KNew |
$421K - $487K
|
14.3K
$523K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13KNew |
$383K - $443K
|
13K
$476K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 2.65% |
$381K - $440K
|
500K
$18.3M
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
11KNew |
$323K - $374K
|
11K
$401K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10KNew |
$295K - $341K
|
10K
$366K
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.5KNew |
$250K - $290K
|
8.5K
$311K
|