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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.52K+ 6.82% |
$120K - $132K
|
55.1K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-185- 0.72% |
$6.31K - $6.91K
|
25.6K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-187- 2.64% |
$6.38K - $6.98K
|
6.91K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.41K- 2.23% |
$48.1K - $52.6K
|
61.9K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.6K+ 22.02% |
$533K - $583K
|
86.6K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
121+ 1.38% |
$4.13K - $4.52K
|
8.87K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 14.08% |
$61.2K - $67K
|
14.5K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4K- 6.02% |
$136K - $149K
|
62.4K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2K+ 2857.14% |
$68.3K - $74.7K
|
2.07K
$75.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.61K- 2.71% |
$54.9K - $60.1K
|
57.7K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.65K+ 11.89% |
$56.3K - $61.6K
|
15.5K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.7K+ 8.38% |
$194K - $213K
|
73.7K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.6K+ 7.09% |
$875K - $957K
|
387K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-140- 77.78% |
$4.78K - $5.23K
|
40
$1.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
29.4K+ 9.42% |
$1M - $1.1M
|
342K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
12.5KNew |
$428K - $468K
|
12.5K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
117+ 0.14% |
$3.99K - $4.37K
|
84.1K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
80+ 1.38% |
$2.73K - $2.99K
|
5.87K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
355K+ 10.85% |
$12.1M - $13.3M
|
3.63M
$133M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
245+ 2.98% |
$8.36K - $9.15K
|
8.46K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-5.38K- 5.06% |
$184K - $201K
|
101K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
852+ 1.64% |
$29.1K - $31.8K
|
52.8K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17.2K- 1.98% |
$588K - $643K
|
854K
$31.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41K+ 7.4% |
$1.4M - $1.53M
|
595K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-4.9K- 33.68% |
$167K - $183K
|
9.65K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
51+ 0.37% |
$1.74K - $1.9K
|
13.7K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.6K- 4.4% |
$362K - $396K
|
231K
$8.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
121K+ 58.13% |
$4.11M - $4.5M
|
328K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
443+ 0.69% |
$15.1K - $16.5K
|
64.8K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
97+ 0.24% |
$3.31K - $3.62K
|
40.6K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-404- 5.15% |
$13.8K - $15.1K
|
7.44K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
66.9K+ 18.76% |
$2.28M - $2.5M
|
423K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.26K+ 11.42% |
$42.9K - $46.9K
|
12.3K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.5K+ 17.13% |
$391K - $428K
|
78.3K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8.83K+ 4.6% |
$302K - $330K
|
201K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.13K- 1.61% |
$72.7K - $79.6K
|
130K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.99K- 11.56% |
$341K - $373K
|
76.4K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
414+ 1.02% |
$14.1K - $15.5K
|
41K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
29+ 0.28% |
$990 - $1.08K
|
10.4K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.31K+ 2.03% |
$113K - $124K
|
166K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
20K+ 9.79% |
$683K - $747K
|
224K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
36.2K+ 0.83% |
$1.24M - $1.35M
|
4.41M
$161M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.8K+ 6.67% |
$61.6K - $67.4K
|
28.8K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 1.04% |
$785 - $859
|
2.18K
$79.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.18K- 3.02% |
$74.2K - $81.2K
|
69.7K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.75K+ 9.94% |
$230K - $252K
|
74.6K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
249KNew |
$8.48M - $9.28M
|
249K
$9.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
103+ 0.92% |
$3.52K - $3.85K
|
11.3K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.9K+ 19.33% |
$201K - $220K
|
36.4K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
535K+ 79.79% |
$18.3M - $20M
|
1.21M
$44.1M
|