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 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
6.05K+ 12.98% |
$207K - $226K
|
52.7K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.31KNew |
$283K - $310K
|
8.31K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.78K+ 81.67% |
$300K - $328K
|
19.5K
$715K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.91K+ 7.08% |
$65.3K - $71.4K
|
28.9K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-44- 0.53% |
$1.5K - $1.64K
|
8.33K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.85K+ 18.48% |
$131K - $144K
|
24.6K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.16K- 4.95% |
$39.5K - $43.2K
|
22.2K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 7.56% |
$56.3K - $61.6K
|
23.4K
$858K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-268- 0.48% |
$9.15K - $10K
|
55K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
27.3K+ 3.63% |
$932K - $1.02M
|
779K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-947- 1.8% |
$32.3K - $35.4K
|
51.8K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.04K+ 6.31% |
$172K - $188K
|
84.9K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
345New |
$11.8K - $12.9K
|
345
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.4K+ 20.73% |
$47.6K - $52.1K
|
8.13K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
742+ 13.09% |
$25.3K - $27.7K
|
6.41K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.13K+ 38.37% |
$107K - $117K
|
11.3K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-21K- 20.39% |
$718K - $785K
|
82.1K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
11K+ 15.93% |
$376K - $412K
|
80.2K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.64K+ 73.0% |
$227K - $248K
|
15.7K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8.37K- 54.76% |
$286K - $313K
|
6.92K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$3.41K - $3.74K
|
100
$3.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-169- 1.74% |
$5.77K - $6.31K
|
9.53K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-660- 2.53% |
$22.5K - $24.7K
|
25.4K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.08K+ 10.15% |
$70.8K - $77.5K
|
22.5K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
18.8K+ 25.11% |
$642K - $702K
|
93.7K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-808- 3.84% |
$27.6K - $30.2K
|
20.2K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6.07K+ 11.89% |
$207K - $227K
|
57.2K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-651- 0.3% |
$22.2K - $24.3K
|
219K
$8.03M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-35K- 5.02% |
$1.2M - $1.31M
|
662K
$24.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
148+ 1.77% |
$5.05K - $5.53K
|
8.53K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17.5K- 14.29% |
$599K - $655K
|
105K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
26.9K+ 4.23% |
$918K - $1M
|
663K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.3K- 9.62% |
$353K - $386K
|
97.2K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
58+ 0.37% |
$1.98K - $2.17K
|
15.6K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
497+ 3.48% |
$17K - $18.6K
|
14.8K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
82.8K+ 5.93% |
$2.83M - $3.09M
|
1.48M
$54.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.79K+ 9.89% |
$300K - $328K
|
97.6K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-18- 0.28% |
$614 - $672
|
6.36K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.7K- 99.9% |
$1.53M - $1.67M
|
47
$1.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
742New |
$25.3K - $27.7K
|
742
$27.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.3K+ 72.85% |
$1.75M - $1.92M
|
122K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.79KNew |
$300K - $328K
|
8.79K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-34- 0.07% |
$1.16K - $1.27K
|
46.4K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.56K- 2.87% |
$87.2K - $95.4K
|
86.3K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.5KNew |
$494K - $541K
|
14.5K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-149- 2.19% |
$5.09K - $5.57K
|
6.67K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48K+ 1.08% |
$50.4K - $55.1K
|
138K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
555+ 6.23% |
$18.9K - $20.7K
|
9.46K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
59+ 0.35% |
$2.01K - $2.2K
|
16.9K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
23.3K+ 5.49% |
$795K - $870K
|
448K
$16.4M
|