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 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
130KNew |
$4.45M - $4.87M
|
130K
$4.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.62K+ 1.77% |
$89.6K - $98K
|
151K
$5.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.7K+ 3.28% |
$1.08M - $1.18M
|
998K
$36.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.2K+ 170.98% |
$41K - $44.9K
|
1.91K
$69.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 5.75% |
$177K - $194K
|
84.9K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84.6K- 7.63% |
$2.89M - $3.16M
|
1.02M
$37.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.69KNew |
$228K - $250K
|
6.69K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.4K+ 18.66% |
$356K - $390K
|
66.4K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.45K+ 12.98% |
$83.6K - $91.5K
|
21.3K
$780K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56K+ 379.99% |
$1.91M - $2.09M
|
70.7K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-617- 5.97% |
$21.1K - $23K
|
9.72K
$356K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
755+ 9.93% |
$25.8K - $28.2K
|
8.36K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
489+ 4.13% |
$16.7K - $18.3K
|
12.3K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
7.63K+ 4.65% |
$261K - $285K
|
172K
$6.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-276- 40.12% |
$9.42K - $10.3K
|
412
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.27K+ 0.6% |
$43.4K - $47.5K
|
212K
$7.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.18K+ 0.82% |
$40.2K - $44K
|
145K
$5.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17.5K+ 10.99% |
$597K - $653K
|
177K
$6.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
86.8KNew |
$2.96M - $3.24M
|
86.8K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-651- 9.47% |
$22.2K - $24.3K
|
6.22K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.06K+ 1075.0% |
$70.4K - $77.1K
|
2.26K
$82.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 15.72% |
$35.7K - $39K
|
5.6K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.62K+ 9.21% |
$123K - $135K
|
42.9K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42- 0.3% |
$1.43K - $1.57K
|
14.1K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 4.86% |
$51.6K - $56.5K
|
32.7K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-140- 2.17% |
$4.78K - $5.23K
|
6.3K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$34.1 - $37.4
|
7.92K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25.2K+ 5.29% |
$861K - $942K
|
502K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-271- 2.51% |
$9.25K - $10.1K
|
10.5K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
48+ 0.46% |
$1.64K - $1.79K
|
10.5K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
47.8K+ 6.72% |
$1.63M - $1.79M
|
760K
$27.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12K+ 11.03% |
$410K - $449K
|
121K
$4.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43K- 34.13% |
$1.47M - $1.61M
|
83K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.31K+ 4.86% |
$181K - $198K
|
115K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.38K- 17.85% |
$150K - $164K
|
20.2K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.27K+ 10.48% |
$77.3K - $84.6K
|
23.9K
$874K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.7K+ 19068.91% |
$774K - $848K
|
22.8K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
697+ 1.05% |
$23.8K - $26K
|
67K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.4K+ 226.38% |
$525K - $575K
|
22.2K
$812K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 0.58% |
$6.25K - $6.84K
|
31.7K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-223- 40.69% |
$7.61K - $8.33K
|
325
$11.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-814- 9.36% |
$27.8K - $30.4K
|
7.88K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
16.6K+ 109.89% |
$567K - $621K
|
31.8K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.11K+ 2.52% |
$71.9K - $78.7K
|
85.7K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
13.7KNew |
$469K - $513K
|
13.7K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-136- 0.23% |
$4.64K - $5.08K
|
60.3K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.66K+ 4.81% |
$56.8K - $62.2K
|
36.2K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
668+ 7.36% |
$22.8K - $24.9K
|
9.75K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127K- 5.74% |
$4.32M - $4.73M
|
2.08M
$76.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.56K+ 10.78% |
$122K - $133K
|
36.6K
$1.34M
|