Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
241New |
$8.16K - $9.1K
|
241
$9.57K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12.4K+ 58.13% |
$418K - $467K
|
33.6K
$1.33M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
101K+ 19516.09% |
$3.41M - $3.8M
|
101K
$4.02M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.7K+ 209.16% |
$1.61M - $1.8M
|
70.5K
$2.8M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
153+ 1.72% |
$5.18K - $5.78K
|
9.07K
$360K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-41K- 34.01% |
$1.39M - $1.55M
|
79.5K
$3.16M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.5K+ 19.03% |
$50.8K - $56.7K
|
9.38K
$372K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110K- 14.76% |
$3.71M - $4.14M
|
633K
$25.1M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.07% |
$3.38K - $3.78K
|
9.45K
$375K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
107K+ 87.89% |
$3.61M - $4.03M
|
228K
$9.06M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 11.95% |
$129K - $144K
|
28K
$1.11M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.59M+ 60.93% |
$54M - $60.2M
|
4.21M
$167M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.7K+ 5.53% |
$328K - $366K
|
185K
$7.35M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
92New |
$3.11K - $3.47K
|
92
$3.65K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
131+ 0.92% |
$4.43K - $4.95K
|
14.4K
$571K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
18K+ 7.36% |
$609K - $679K
|
262K
$10.4M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.42K- 14.55% |
$48K - $53.6K
|
8.33K
$330K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.07K+ 4698.15% |
$172K - $192K
|
5.18K
$206K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 0.19% |
$36.3K - $40.6K
|
577K
$22.9M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.07% |
$203 - $227
|
8.86K
$352K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
580New |
$19.6K - $21.9K
|
580
$23K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.39KNew |
$182K - $204K
|
5.39K
$214K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.6K- 39.38% |
$122K - $136K
|
5.55K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3- 0.04% |
$102 - $113
|
7.02K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12K+ 2.26% |
$37.8K - $42.2K
|
50.4K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.1K+ 76.8% |
$713K - $796K
|
48.5K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-262- 19.94% |
$8.87K - $9.9K
|
1.05K
$41.8K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
749New |
$25.3K - $28.3K
|
749
$29.7K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-262K- 39.75% |
$8.86M - $9.89M
|
397K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
3.69M+ 47.18% |
$125M - $139M
|
11.5M
$457M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-519K- 8.74% |
$17.6M - $19.6M
|
5.42M
$215M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
69.2K+ 114.86% |
$2.34M - $2.61M
|
129K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.64KNew |
$225K - $251K
|
6.64K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-16.6K- 8.41% |
$562K - $627K
|
181K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46K+ 385.62% |
$1.56M - $1.74M
|
57.9K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.9KNew |
$538K - $600K
|
15.9K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
157K+ 5.47% |
$5.3M - $5.91M
|
3.02M
$120M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
30New |
$1.02K - $1.13K
|
30
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.6K+ 5.16% |
$529K - $590K
|
319K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 19.35% |
$525K - $586K
|
95.7K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
19.9K+ 100.2% |
$672K - $750K
|
39.7K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-82- 0.52% |
$2.77K - $3.1K
|
15.5K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-98.5K- 10.1% |
$3.33M - $3.72M
|
877K
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
112K+ 19.93% |
$3.79M - $4.23M
|
674K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.4K+ 37.65% |
$624K - $696K
|
67.4K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20K+ 4.95% |
$677K - $756K
|
425K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.72KNew |
$261K - $291K
|
7.72K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-796K- 15.26% |
$27M - $30.1M
|
4.42M
$176M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.57M+ 19.31% |
$53.2M - $59.4M
|
9.72M
$386M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.15K+ 3.45% |
$72.9K - $81.4K
|
64.6K
$2.56M
|