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 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
676+ 1.79% |
$22.9K - $25.5K
|
38.4K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 87.0% |
$180K - $201K
|
11.4K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-14.9K- 4.26% |
$504K - $562K
|
334K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
30.5K+ 11.12% |
$1.03M - $1.15M
|
305K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
784+ 10.4% |
$26.5K - $29.6K
|
8.32K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
208K+ 85.43% |
$7.03M - $7.85M
|
451K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-383- 1.42% |
$13K - $14.5K
|
26.6K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.95KNew |
$201K - $225K
|
5.95K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-826- 3.03% |
$28K - $31.2K
|
26.4K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 0.89% |
$5.75K - $6.42K
|
18.9K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-726- 15.41% |
$24.6K - $27.4K
|
3.99K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.21K- 9.43% |
$278K - $310K
|
78.8K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-147K- 10.33% |
$4.96M - $5.54M
|
1.27M
$51.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.67K+ 31.24% |
$90.2K - $101K
|
11.2K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
BUY
|
- |
475K+ 209.16% |
$16.1M - $17.9M
|
702K
$28.5M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12K+ 8.47% |
$407K - $454K
|
154K
$6.26M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.46KNew |
$151K - $168K
|
4.46K
$181K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-220- 2.03% |
$7.44K - $8.31K
|
10.6K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.84K+ 113.37% |
$265K - $296K
|
14.8K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.21KNew |
$311K - $348K
|
9.21K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.18K- 4.82% |
$141K - $158K
|
82.5K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
940+ 12.47% |
$31.8K - $35.5K
|
8.48K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25K+ 12.04% |
$847K - $945K
|
233K
$9.46M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-122K- 5.48% |
$4.14M - $4.62M
|
2.11M
$85.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 22.99% |
$55.7K - $62.2K
|
5.51K
$224K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
30.9K+ 53.27% |
$1.05M - $1.17M
|
89K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14.8K- 6.46% |
$499K - $557K
|
214K
$8.7M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
296KNew |
$10M - $11.2M
|
296K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.8KNew |
$60.9K - $68K
|
1.8K
$73.2K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
20.2K+ 5.46% |
$685K - $765K
|
391K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
112KNew |
$3.78M - $4.21M
|
112K
$4.54M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$33.8 - $37.8
|
171K
$6.96M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 1.72% |
$73.5K - $82K
|
129K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.65K- 27.64% |
$89.6K - $100K
|
6.93K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.51K- 8.5% |
$220K - $246K
|
70.1K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
9.14K+ 1.13% |
$309K - $345K
|
815K
$33.2M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.02K+ 1.24% |
$68.5K - $76.4K
|
165K
$6.72M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.06K- 4.32% |
$35.9K - $40K
|
23.5K
$956K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-33.8K- 21.05% |
$1.14M - $1.28M
|
127K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-59.4K- 14.97% |
$2.01M - $2.24M
|
337K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.28K+ 2.31% |
$77.1K - $86.1K
|
101K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
6.73KNew |
$228K - $254K
|
6.73K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.1K+ 36.38% |
$2.61M - $2.91M
|
289K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.73K+ 0.51% |
$194K - $216K
|
1.12M
$45.6M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.09K- 3.82% |
$104K - $117K
|
77.6K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.4K+ 32.87% |
$1.06M - $1.18M
|
127K
$5.16M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-419- 5.65% |
$14.2K - $15.8K
|
7K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29.3K+ 3.96% |
$991K - $1.11M
|
768K
$31.2M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-26K- 7.05% |
$879K - $981K
|
342K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 14.31% |
$38.2K - $42.7K
|
6.77K
$275K
|