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 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-315- 1.78% |
$10.7K - $11.9K
|
17.3K
$705K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
741New |
$25.1K - $28K
|
741
$30.1K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28+ 0.27% |
$948 - $1.06K
|
10.5K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-377K- 84.21% |
$12.8M - $14.2M
|
70.7K
$2.88M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.67K- 3.44% |
$158K - $176K
|
131K
$5.33M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
308+ 0.3% |
$10.4K - $11.6K
|
104K
$4.23M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
561K+ 577.38% |
$19M - $21.2M
|
659K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 5.91% |
$421K - $470K
|
198K
$8.06M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14+ 175.0% |
$474 - $529
|
22
$895
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-841- 3.79% |
$28.5K - $31.8K
|
21.4K
$869K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-8.54K- 18.38% |
$289K - $323K
|
37.9K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.55KNew |
$188K - $209K
|
5.55K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.3K- 28.88% |
$518K - $579K
|
37.7K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
431K+ 409.6% |
$14.6M - $16.3M
|
536K
$21.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.7K+ 9.4% |
$564K - $629K
|
194K
$7.89M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-258- 1.06% |
$8.73K - $9.74K
|
24K
$977K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
3.89K+ 2.26% |
$132K - $147K
|
176K
$7.15M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
246+ 4.09% |
$8.32K - $9.29K
|
6.26K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.47K- 18.03% |
$83.7K - $93.4K
|
11.2K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-292- 2.94% |
$9.88K - $11K
|
9.63K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-118K- 15.53% |
$4M - $4.47M
|
643K
$26.2M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.06K- 3.57% |
$104K - $116K
|
82.7K
$3.36M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
24K+ 6.77% |
$812K - $907K
|
378K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-495- 66.71% |
$16.8K - $18.7K
|
247
$10K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
163+ 2.1% |
$5.52K - $6.16K
|
7.94K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-12.5K- 17.2% |
$422K - $471K
|
60.1K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.32K- 16.4% |
$112K - $125K
|
16.9K
$687K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
11.9K+ 13.23% |
$402K - $449K
|
102K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
426K+ 3.4% |
$14.4M - $16.1M
|
13M
$527M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.73K- 1.17% |
$58.6K - $65.4K
|
146K
$5.93M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
711New |
$24.1K - $26.9K
|
711
$28.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62New |
$2.1K - $2.34K
|
62
$2.52K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7.88K+ 380.72% |
$267K - $298K
|
9.95K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.61K+ 14.42% |
$88.4K - $98.6K
|
20.7K
$843K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15.8K- 10.99% |
$535K - $598K
|
128K
$5.21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 7.81% |
$103K - $115K
|
35.9K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.22K- 24.41% |
$75K - $83.7K
|
6.86K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
288+ 5.7% |
$9.75K - $10.9K
|
5.34K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-910- 2.85% |
$30.8K - $34.4K
|
31K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 4.35% |
$125K - $140K
|
88.6K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 0.82% |
$282K - $315K
|
1.02M
$41.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.6K+ 40.7% |
$223K - $249K
|
22.8K
$928K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-75.2K- 4.51% |
$2.55M - $2.84M
|
1.59M
$64.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
60.2KNew |
$2.04M - $2.27M
|
60.2K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.71K
|
31.4K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.4KNew |
$352K - $393K
|
10.4K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
195K+ 12.56% |
$6.6M - $7.37M
|
1.75M
$71.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
105New |
$3.55K - $3.97K
|
105
$4.27K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.06K+ 10.04% |
$35.8K - $40K
|
11.6K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.08K+ 7.26% |
$36.4K - $40.7K
|
15.9K
$647K
|