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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.5KNew |
$494K - $541K
|
14.5K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14.4KNew |
$491K - $538K
|
14.4K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
14.4K+ 9.13% |
$491K - $537K
|
172K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14.1KNew |
$483K - $528K
|
14.1K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 17.66% |
$476K - $521K
|
92.9K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
13.8K+ 7.92% |
$472K - $516K
|
188K
$6.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.8K+ 21.71% |
$470K - $514K
|
77.2K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
13.7KNew |
$469K - $513K
|
13.7K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13.7KNew |
$468K - $512K
|
13.7K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
13.5K+ 5.42% |
$461K - $504K
|
263K
$9.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
12.8K+ 200.86% |
$439K - $480K
|
19.2K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 45.38% |
$437K - $478K
|
41K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
12.7K+ 4.76% |
$432K - $473K
|
279K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
12.7KNew |
$432K - $473K
|
12.7K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
12.5KNew |
$428K - $468K
|
12.5K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.3KNew |
$421K - $461K
|
12.3K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.2KNew |
$418K - $458K
|
12.2K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12.2K+ 5.64% |
$417K - $456K
|
229K
$8.37M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.2K+ 1.36% |
$417K - $456K
|
911K
$33.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12K+ 11.03% |
$410K - $449K
|
121K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12KNew |
$409K - $447K
|
12K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12K+ 3.53% |
$408K - $447K
|
351K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
11.9K+ 4.91% |
$406K - $444K
|
254K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
11.8KNew |
$404K - $443K
|
11.8K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.8K+ 50.13% |
$402K - $440K
|
35.3K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11.5K+ 7.32% |
$394K - $431K
|
169K
$6.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$393K - $430K
|
11.5K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.5K+ 17.13% |
$391K - $428K
|
78.3K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 0.83% |
$381K - $417K
|
1.36M
$49.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$379K - $415K
|
11.1K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
11.1K+ 130.78% |
$377K - $413K
|
19.5K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11K+ 15.93% |
$376K - $412K
|
80.2K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10.8KNew |
$370K - $405K
|
10.8K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
10.5K+ 19.72% |
$359K - $393K
|
63.8K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.4K+ 18.66% |
$356K - $390K
|
66.4K
$2.43M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.2K+ 3.8% |
$349K - $382K
|
279K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.99K+ 4.63% |
$341K - $373K
|
226K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.86K+ 10.12% |
$337K - $368K
|
107K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.85K+ 100.26% |
$336K - $368K
|
19.7K
$720K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.83K+ 5.38% |
$335K - $367K
|
192K
$7.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.77K+ 2.13% |
$333K - $365K
|
469K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9.69KNew |
$331K - $362K
|
9.69K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.67K+ 3.43% |
$330K - $361K
|
292K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.37K+ 6.09% |
$320K - $350K
|
163K
$5.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.31KNew |
$318K - $348K
|
9.31K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.26K+ 7.34% |
$316K - $346K
|
135K
$4.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
9.11K+ 4.24% |
$311K - $340K
|
224K
$8.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.08KNew |
$310K - $339K
|
9.08K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8.83K+ 4.6% |
$302K - $330K
|
201K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.79KNew |
$300K - $328K
|
8.79K
$322K
|