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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.82K+ 389.89% |
$163K - $182K
|
6.06K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26.7K- 4.28% |
$904K - $1.01M
|
598K
$23.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8.98K- 10.93% |
$304K - $339K
|
73.1K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
285+ 1.36% |
$9.64K - $10.8K
|
21.2K
$845K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.22% |
$880 - $982
|
11.9K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 11.31% |
$34.3K - $38.3K
|
7.94K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
15K+ 192.06% |
$508K - $567K
|
22.8K
$908K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.3K+ 5.05% |
$247K - $276K
|
152K
$6.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.7K+ 149.09% |
$227K - $253K
|
11.2K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-310K- 25.75% |
$10.5M - $11.7M
|
895K
$35.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.41KNew |
$217K - $242K
|
6.41K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
114K+ 1844.56% |
$3.85M - $4.29M
|
120K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-50K- 75.45% |
$1.69M - $1.89M
|
16.3K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.55KNew |
$222K - $247K
|
6.55K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
850+ 0.82% |
$28.8K - $32.1K
|
104K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.76K+ 40.08% |
$229K - $255K
|
23.6K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
183K+ 90.96% |
$6.18M - $6.9M
|
384K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
465New |
$15.7K - $17.6K
|
465
$18.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-241- 2.4% |
$8.16K - $9.1K
|
9.8K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
409+ 1.46% |
$13.8K - $15.4K
|
28.5K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.95K+ 9.21% |
$269K - $300K
|
94.3K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 2.22% |
$924K - $1.03M
|
1.26M
$50M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-40- 0.17% |
$1.35K - $1.51K
|
23.7K
$943K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1K+ 2.16% |
$33.8K - $37.8K
|
47.3K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
21.8K+ 6.37% |
$737K - $823K
|
364K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 3.9% |
$433K - $483K
|
315K
$12.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.44K- 2.67% |
$150K - $168K
|
162K
$6.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-414- 0.61% |
$14K - $15.6K
|
67.3K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 0.99% |
$46K - $51.4K
|
137K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-758- 3.77% |
$25.7K - $28.6K
|
19.3K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.18K- 1.2% |
$175K - $196K
|
426K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
7.42KNew |
$251K - $280K
|
7.42K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
239K+ 53.83% |
$8.1M - $9.04M
|
684K
$27.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07KNew |
$205K - $229K
|
6.07K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
552+ 1.66% |
$18.7K - $20.8K
|
33.8K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 1.21% |
$69.5K - $77.5K
|
168K
$6.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 4.63% |
$51.2K - $57.1K
|
34.2K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.52K+ 30.32% |
$85.2K - $95.1K
|
10.8K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-649- 7.98% |
$22K - $24.5K
|
7.48K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.88K+ 3.97% |
$131K - $147K
|
101K
$4.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 12.61% |
$3.38K - $3.78K
|
893
$35.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-788- 11.55% |
$26.7K - $29.8K
|
6.04K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
152K+ 187188.89% |
$5.13M - $5.73M
|
152K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.08K- 6.32% |
$36.7K - $40.9K
|
16.1K
$639K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06M+ 47.35% |
$35.7M - $39.9M
|
3.28M
$131M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
10.4K+ 1.51% |
$353K - $394K
|
704K
$28M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16.5K+ 9.73% |
$557K - $622K
|
186K
$7.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 1.71% |
$67.1K - $74.9K
|
114K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-960- 9.3% |
$32.5K - $36.3K
|
9.36K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$257K - $287K
|
7.59K
$302K
|