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 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
592+ 9.31% |
$20K - $22.4K
|
6.95K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-347- 0.56% |
$11.7K - $13.1K
|
61.5K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-557- 7.52% |
$18.8K - $21K
|
6.85K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
59+ 0.96% |
$2K - $2.23K
|
6.22K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-8.66K- 3.25% |
$293K - $327K
|
258K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
2.23K+ 8.49% |
$75.4K - $84.2K
|
28.5K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.8K- 9.97% |
$400K - $446K
|
107K
$4.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-624- 3.47% |
$21.1K - $23.6K
|
17.4K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-124K- 5.68% |
$4.19M - $4.67M
|
2.05M
$81.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.36K- 16.31% |
$46K - $51.3K
|
6.97K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
47.7K+ 24.12% |
$1.62M - $1.8M
|
246K
$9.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
820+ 8.15% |
$27.7K - $31K
|
10.9K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.7K+ 87.13% |
$1.17M - $1.31M
|
74.5K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-151- 0.25% |
$5.11K - $5.7K
|
60.4K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-105- 1.1% |
$3.55K - $3.97K
|
9.43K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-459- 2.48% |
$15.5K - $17.3K
|
18K
$718K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 6.94% |
$15.2K - $17K
|
6.04K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.18K+ 5.54% |
$40K - $44.6K
|
22.5K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
8.6K+ 1.1% |
$291K - $325K
|
787K
$31.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.06K- 91.49% |
$69.8K - $78K
|
192
$7.64K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.87% |
$1.9K - $2.12K
|
6.5K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
397+ 3.17% |
$13.4K - $15K
|
12.9K
$515K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.87% |
$643 - $718
|
2.2K
$87.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
625New |
$21.2K - $23.6K
|
625
$24.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-219- 0.85% |
$7.41K - $8.27K
|
25.4K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-132- 24.35% |
$4.47K - $4.99K
|
410
$16.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.2K+ 5459.09% |
$40.6K - $45.4K
|
1.22K
$48.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10.8K- 21.9% |
$367K - $409K
|
38.6K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 50.0% |
$1.01M - $1.13M
|
29.9K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$194K - $217K
|
5.75K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.9K+ 3.66% |
$233K - $261K
|
195K
$7.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-4.05K- 4.02% |
$137K - $153K
|
96.6K
$3.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
34.5KNew |
$1.17M - $1.3M
|
34.5K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25.9K- 66.92% |
$878K - $980K
|
12.8K
$510K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
59.4K+ 72.04% |
$2.01M - $2.24M
|
142K
$5.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-60- 0.72% |
$2.03K - $2.27K
|
8.32K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-101K- 87.94% |
$3.43M - $3.82M
|
13.9K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-759- 2.94% |
$25.7K - $28.7K
|
25.1K
$998K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$27.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.55KNew |
$188K - $210K
|
5.55K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.66K+ 7.44% |
$327K - $365K
|
140K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.6K+ 99.86% |
$698K - $779K
|
41.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
18.6K+ 17.6% |
$629K - $702K
|
124K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.98K+ 31.87% |
$168K - $188K
|
20.6K
$820K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.35K+ 19.07% |
$147K - $164K
|
27.2K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.59K+ 1.65% |
$155K - $173K
|
284K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-108K- 94.34% |
$3.66M - $4.08M
|
6.48K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130New |
$4.4K - $4.91K
|
130
$5.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 17.67% |
$86.9K - $97K
|
12K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
19.9K+ 29.9% |
$672K - $750K
|
86.3K
$3.43M
|