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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
331+ 3.7% |
$11.3K - $12.4K
|
9.27K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.6K+ 29.61% |
$1.8M - $1.96M
|
230K
$8.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.41K- 0.64% |
$48.1K - $52.6K
|
220K
$8.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7.41KNew |
$253K - $277K
|
7.41K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.82K- 61.45% |
$96.2K - $105K
|
1.77K
$64.7K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
283KNew |
$9.67M - $10.6M
|
283K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-166- 0.26% |
$5.67K - $6.2K
|
63.1K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.12K+ 18.96% |
$38.1K - $41.7K
|
7.01K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
587+ 3.35% |
$20K - $21.9K
|
18.1K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
218New |
$7.44K - $8.14K
|
218
$7.98K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-12K- 2.31% |
$410K - $449K
|
508K
$18.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
13.8K+ 7.92% |
$472K - $516K
|
188K
$6.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.7K+ 4.0% |
$1.25M - $1.37M
|
953K
$34.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.3K- 3.23% |
$2.67M - $2.92M
|
2.34M
$85.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-18.9K- 40.14% |
$647K - $708K
|
28.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
57.1K+ 10.71% |
$1.95M - $2.13M
|
590K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-518- 1.17% |
$17.7K - $19.3K
|
43.8K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
168+ 1.04% |
$5.73K - $6.27K
|
16.4K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19+ 0.11% |
$648 - $710
|
17.8K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.5KNew |
$665K - $728K
|
19.5K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
202KNew |
$6.89M - $7.54M
|
202K
$7.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
466+ 2.49% |
$15.9K - $17.4K
|
19.2K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9.26K+ 7.34% |
$316K - $346K
|
135K
$4.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.52K- 95.86% |
$291K - $318K
|
368
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-3.51K- 18.82% |
$120K - $131K
|
15.2K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 16.32% |
$51.8K - $56.7K
|
10.8K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
124New |
$4.23K - $4.63K
|
124
$4.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$40.4K - $44.2K
|
74.4K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
319+ 1.18% |
$10.9K - $11.9K
|
27.4K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.15K+ 5.71% |
$73.3K - $80.2K
|
39.8K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
34.8KNew |
$1.19M - $1.3M
|
34.8K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-89.5K- 3.95% |
$3.06M - $3.34M
|
2.18M
$79.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85M+ 6.19% |
$63.1M - $69M
|
31.7M
$1.16B
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-437K- 75.83% |
$14.9M - $16.3M
|
139K
$5.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
609+ 3.91% |
$20.8K - $22.7K
|
16.2K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.8K+ 21.71% |
$470K - $514K
|
77.2K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.9K+ 3.59% |
$510K - $558K
|
431K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.79K+ 4.06% |
$232K - $253K
|
174K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
23.1K+ 19.47% |
$790K - $864K
|
142K
$5.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-119K- 92.38% |
$4.07M - $4.45M
|
9.83K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.05% |
$1.16K - $1.27K
|
67.7K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
746New |
$25.5K - $27.9K
|
746
$27.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 1.4% |
$512 - $560
|
1.09K
$39.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-12.6K- 1.36% |
$430K - $471K
|
917K
$33.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
608+ 1.06% |
$20.8K - $22.7K
|
58.2K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-410- 53.66% |
$14K - $15.3K
|
354
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3.18K+ 9.33% |
$109K - $119K
|
37.3K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-50- 0.77% |
$1.71K - $1.87K
|
6.46K
$237K
|
|
|
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 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.39K+ 7.37% |
$252K - $276K
|
108K
$3.94M
|