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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.09K- 2.7% |
$70.9K - $79.1K
|
75.5K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-72.1K- 88.95% |
$2.44M - $2.72M
|
8.96K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
41.7K+ 3.99% |
$1.41M - $1.57M
|
1.09M
$43.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
12.5K+ 5.7% |
$423K - $473K
|
232K
$9.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
47.5K+ 6.72% |
$1.61M - $1.79M
|
754K
$30M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
17.7K+ 66.82% |
$600K - $670K
|
44.3K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
258+ 0.2% |
$8.73K - $9.74K
|
131K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.73K+ 0.47% |
$58.7K - $65.5K
|
372K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-7.14K- 30.36% |
$242K - $270K
|
16.4K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
245+ 1.35% |
$8.29K - $9.25K
|
18.4K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
240New |
$8.12K - $9.06K
|
240
$9.55K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 6.14% |
$237 - $264
|
121
$4.82K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
95.4KNew |
$3.23M - $3.6M
|
95.4K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.43K- 5.58% |
$48.2K - $53.8K
|
24.1K
$959K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
344+ 18.06% |
$11.6K - $13K
|
2.25K
$89.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.01K+ 2.08% |
$102K - $114K
|
148K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.36K+ 7.08% |
$46.1K - $51.5K
|
20.6K
$820K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
92.5K+ 215.73% |
$3.13M - $3.49M
|
135K
$5.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.6K+ 67.26% |
$460K - $514K
|
33.8K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.1K- 8.36% |
$240K - $268K
|
77.8K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-62.4K- 24.6% |
$2.11M - $2.36M
|
191K
$7.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.69K+ 8.62% |
$226K - $253K
|
84.3K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-46- 0.33% |
$1.56K - $1.74K
|
13.7K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.5K- 25.44% |
$390K - $436K
|
33.8K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.08K- 11.56% |
$36.4K - $40.6K
|
8.23K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21.1K- 15.13% |
$714K - $797K
|
118K
$4.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-37.3K- 20.39% |
$1.26M - $1.41M
|
146K
$5.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.16K- 0.41% |
$141K - $157K
|
1.02M
$40.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-474- 4.88% |
$16K - $17.9K
|
9.25K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13.4K+ 147.76% |
$453K - $505K
|
22.4K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.84K+ 3.03% |
$232K - $258K
|
233K
$9.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 24.73% |
$77.6K - $86.6K
|
6.98K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.2K+ 4.14% |
$40.4K - $45.1K
|
30K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.26K- 4.46% |
$42.7K - $47.6K
|
27K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
126K+ 181.24% |
$4.28M - $4.77M
|
196K
$7.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-397- 3.17% |
$13.4K - $15K
|
12.1K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72+ 0.86% |
$2.44K - $2.72K
|
8.43K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.01KNew |
$203K - $227K
|
6.01K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.6K- 16.32% |
$493K - $550K
|
74.6K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27.9K- 66.16% |
$944K - $1.05M
|
14.3K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
19.8K+ 6.66% |
$669K - $746K
|
317K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.25KNew |
$212K - $236K
|
6.25K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-715- 10.35% |
$24.2K - $27K
|
6.19K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
89+ 0.59% |
$3.01K - $3.36K
|
15.2K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15.3K+ 16.04% |
$519K - $579K
|
111K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.46K- 2.81% |
$83.3K - $93K
|
85K
$3.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.14% |
$2.13K - $2.38K
|
46.3K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-651- 6.55% |
$22K - $24.6K
|
9.29K
$370K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
125+ 4.36% |
$4.23K - $4.72K
|
2.99K
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
557New |
$18.8K - $21K
|
557
$22.2K
|