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 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
47.5KNew |
$1.62M - $1.77M
|
47.5K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46.6K+ 12.58% |
$1.59M - $1.74M
|
417K
$15.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
46.4K+ 114.95% |
$1.58M - $1.73M
|
86.8K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
45KNew |
$1.54M - $1.68M
|
45K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.6K+ 5.82% |
$1.52M - $1.67M
|
812K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.6K+ 2.44% |
$1.49M - $1.63M
|
1.83M
$67M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
42.6KNew |
$1.45M - $1.59M
|
42.6K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
42.1KNew |
$1.44M - $1.57M
|
42.1K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41K+ 7.4% |
$1.4M - $1.53M
|
595K
$21.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
40K+ 5.55% |
$1.37M - $1.49M
|
761K
$27.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 28.17% |
$1.32M - $1.44M
|
176K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38.2K+ 6.7% |
$1.3M - $1.43M
|
608K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.8K+ 275.06% |
$1.29M - $1.41M
|
51.5K
$1.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.2K+ 27.11% |
$1.27M - $1.39M
|
175K
$6.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.7K+ 4.0% |
$1.25M - $1.37M
|
953K
$34.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
36.2K+ 0.83% |
$1.24M - $1.35M
|
4.41M
$161M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
35.5K+ 87.63% |
$1.21M - $1.33M
|
76.1K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
34.8KNew |
$1.19M - $1.3M
|
34.8K
$1.27M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
34.6KNew |
$1.18M - $1.29M
|
34.6K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.5K+ 223.52% |
$1.14M - $1.25M
|
48.4K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33.3K+ 1.29% |
$1.13M - $1.24M
|
2.61M
$95.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
32.2K+ 9.52% |
$1.1M - $1.2M
|
371K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
31.9K+ 4.92% |
$1.09M - $1.19M
|
681K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.7K+ 3.28% |
$1.08M - $1.18M
|
998K
$36.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31K+ 6.81% |
$1.06M - $1.16M
|
486K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
30.2K+ 3.94% |
$1.03M - $1.13M
|
797K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
29.4K+ 9.42% |
$1M - $1.1M
|
342K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.2K+ 735.48% |
$996K - $1.09M
|
33.2K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
28.2K+ 5.17% |
$961K - $1.05M
|
573K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.1K+ 14.04% |
$960K - $1.05M
|
228K
$8.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.7K+ 1.83% |
$947K - $1.04M
|
1.54M
$56.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.6KNew |
$941K - $1.03M
|
27.6K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
27.3K+ 34.22% |
$933K - $1.02M
|
107K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
27.3K+ 3.63% |
$932K - $1.02M
|
779K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.9K+ 5.22% |
$918K - $1M
|
543K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
26.9K+ 4.23% |
$918K - $1M
|
663K
$24.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
26.8KNew |
$915K - $1M
|
26.8K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
26.7K+ 17.81% |
$911K - $997K
|
176K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.6K+ 3.74% |
$908K - $993K
|
738K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
26.5KNew |
$906K - $992K
|
26.5K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
26.5K+ 4.81% |
$904K - $990K
|
578K
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.8K+ 46.91% |
$880K - $963K
|
80.7K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.6K+ 7.09% |
$875K - $957K
|
387K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.3KNew |
$863K - $944K
|
25.3K
$925K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25.2K+ 5.29% |
$861K - $942K
|
502K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25KNew |
$853K - $934K
|
25K
$915K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$846K - $925K
|
24.8K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.7KNew |
$842K - $922K
|
24.7K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 30.83% |
$835K - $914K
|
104K
$3.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.3K+ 76.3% |
$828K - $906K
|
56.1K
$2.05M
|