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 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15.8K- 10.99% |
$535K - $598K
|
128K
$5.1M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 7.81% |
$103K - $115K
|
35.9K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-733- 1.79% |
$24.8K - $27.7K
|
40.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.22K- 24.41% |
$75K - $83.7K
|
6.86K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.1KNew |
$240K - $268K
|
7.1K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
288+ 5.7% |
$9.75K - $10.9K
|
5.34K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-910- 2.85% |
$30.8K - $34.4K
|
31K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-801- 6.33% |
$27.1K - $30.3K
|
11.9K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 0.75% |
$399K - $446K
|
1.57M
$62.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 4.35% |
$125K - $140K
|
88.6K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 0.82% |
$282K - $315K
|
1.02M
$40.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.6K+ 40.7% |
$223K - $249K
|
22.8K
$908K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
46+ 0.53% |
$1.56K - $1.74K
|
8.67K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-75.2K- 4.51% |
$2.55M - $2.84M
|
1.59M
$63.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60.2KNew |
$2.04M - $2.27M
|
60.2K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 22.34% |
$60.1K - $67K
|
9.72K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.71K
|
31.4K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.4KNew |
$352K - $393K
|
10.4K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
195K+ 12.56% |
$6.6M - $7.37M
|
1.75M
$69.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
105New |
$3.55K - $3.97K
|
105
$4.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.06K+ 10.04% |
$35.8K - $40K
|
11.6K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.08K+ 7.26% |
$36.4K - $40.7K
|
15.9K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.69K+ 7.21% |
$90.9K - $101K
|
40K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-65.5K- 0.21% |
$2.22M - $2.47M
|
31.6M
$1.26B
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 9.51% |
$8.46K - $9.44K
|
2.38K
$94.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-26- 0.41% |
$880 - $982
|
6.27K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
261+ 1.03% |
$8.83K - $9.86K
|
25.7K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-138- 0.43% |
$4.67K - $5.21K
|
31.8K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
88.4K+ 334.72% |
$2.99M - $3.34M
|
115K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-70.1K- 10.46% |
$2.37M - $2.65M
|
600K
$23.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
12.2K+ 182.54% |
$412K - $460K
|
18.8K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-381- 0.46% |
$12.9K - $14.4K
|
83.3K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.4K- 9.01% |
$47.3K - $52.8K
|
14.1K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-151- 1.1% |
$5.11K - $5.7K
|
13.5K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
113K+ 19.69% |
$3.82M - $4.27M
|
687K
$27.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.1K- 17.39% |
$105K - $117K
|
14.7K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
67KNew |
$2.27M - $2.53M
|
67K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 5.72% |
$571K - $638K
|
278K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-8.26K- 12.94% |
$280K - $312K
|
55.6K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-819- 12.77% |
$27.7K - $30.9K
|
5.59K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 4.3% |
$424K - $473K
|
279K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-1.48K- 1.93% |
$50K - $55.9K
|
75.3K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 5.86% |
$46.5K - $51.9K
|
22.1K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8K- 20.1% |
$271K - $302K
|
31.8K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7.44K- 1.3% |
$252K - $281K
|
566K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
577+ 4.64% |
$19.5K - $21.8K
|
13K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 1.89% |
$33.8 - $37.8
|
52
$2.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 15.14% |
$34.1M - $38.1M
|
7.67M
$305M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.56K- 7.01% |
$52.6K - $58.7K
|
20.6K
$821K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
94.9K+ 127.23% |
$3.21M - $3.59M
|
170K
$6.75M
|