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 |
|---|---|---|---|---|---|---|---|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-894- 6.62% |
$30.2K - $33.9K
|
12.6K
$452K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-93.3K- 70.34% |
$3.15M - $3.54M
|
39.3K
$1.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
455KNew |
$15.3M - $17.3M
|
455K
$16.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
71KNew |
$2.4M - $2.69M
|
71K
$2.54M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.76K+ 2.98% |
$161K - $181K
|
164K
$5.89M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-128- 4.28% |
$4.32K - $4.86K
|
2.87K
$103K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.01K- 31.66% |
$169K - $190K
|
10.8K
$388K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35.4K+ 15.94% |
$1.19M - $1.34M
|
257K
$9.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.7K+ 4.3% |
$731K - $823K
|
526K
$18.9M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.87K- 6.37% |
$96.7K - $109K
|
42.1K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 1.92% |
$844K - $950K
|
1.27M
$45.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.35K+ 8.39% |
$45.5K - $51.2K
|
17.4K
$625K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.77K- 1.13% |
$59.7K - $67.2K
|
155K
$5.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 4.58% |
$509K - $573K
|
315K
$11.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23.1K+ 7.4% |
$779K - $876K
|
335K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
12K+ 5.9% |
$404K - $454K
|
215K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.25K+ 1.3% |
$76K - $85.5K
|
176K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.97K+ 28.71% |
$201K - $227K
|
26.8K
$959K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
673New |
$22.7K - $25.5K
|
673
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.02K- 87.05% |
$34.2K - $38.5K
|
151
$5.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19K+ 3.82% |
$641K - $721K
|
516K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 4.3% |
$555K - $624K
|
399K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
228K+ 4.16% |
$7.68M - $8.64M
|
5.7M
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-149- 0.16% |
$5.03K - $5.66K
|
94.6K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 0.21% |
$616K - $693K
|
8.62M
$309M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.8K+ 4.16% |
$1.82M - $2.04M
|
1.35M
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 1.68% |
$3.85K - $4.33K
|
6.67K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-222K- 24.12% |
$7.49M - $8.42M
|
698K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 11.51% |
$56.1K - $63.1K
|
12.8K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
11.8K+ 8.62% |
$398K - $447K
|
148K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-5.16M- 42.59% |
$174M - $196M
|
6.96M
$249M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
494+ 3.98% |
$16.7K - $18.8K
|
12.9K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
656+ 2.14% |
$22.1K - $24.9K
|
31.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.3K+ 5.38% |
$954K - $1.07M
|
554K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-866- 0.38% |
$29.2K - $32.9K
|
227K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.39K+ 3.62% |
$148K - $166K
|
126K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 1.22% |
$6.31K - $7.1K
|
15.6K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
85.4K+ 608.55% |
$2.88M - $3.24M
|
99.4K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.3K+ 3.05% |
$920K - $1.04M
|
922K
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 1.65% |
$625K - $704K
|
1.11M
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 67.1% |
$652K - $733K
|
48.1K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.8K- 15.7% |
$3M - $3.37M
|
477K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-112- 0.06% |
$3.78K - $4.25K
|
185K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.62M+ 117.42% |
$54.7M - $61.5M
|
3M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
19.4K+ 3.64% |
$653K - $735K
|
551K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
127K+ 4.58% |
$4.27M - $4.81M
|
2.89M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-28- 0.24% |
$945 - $1.06K
|
11.8K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.8K- 88.73% |
$533K - $599K
|
2.01K
$71.9K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-760- 1.64% |
$25.6K - $28.8K
|
45.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-420K- 11.16% |
$14.2M - $16M
|
3.35M
$120M
|