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 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-4.19K- 33.37% |
$142K - $158K
|
8.36K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 6.17% |
$130K - $145K
|
58.5K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
288+ 0.52% |
$9.75K - $10.9K
|
55.3K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
21.5K+ 66.86% |
$729K - $813K
|
53.8K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$575 - $642
|
76.4K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.9K- 22.97% |
$469K - $523K
|
46.4K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
55+ 0.28% |
$1.86K - $2.08K
|
19.8K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.32K+ 36.05% |
$146K - $163K
|
16.3K
$649K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
40K+ 43.69% |
$1.35M - $1.51M
|
131K
$5.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1K- 1.36% |
$33.9K - $37.8K
|
72.7K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.94K+ 2.46% |
$133K - $149K
|
164K
$6.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
32.6K+ 507.58% |
$1.1M - $1.23M
|
39K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-705- 3.19% |
$23.9K - $26.6K
|
21.4K
$852K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.2K+ 19.87% |
$244K - $272K
|
43.5K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325- 0.89% |
$11K - $12.3K
|
36.2K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.4K+ 7.98% |
$149K - $166K
|
59.5K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.17K- 1.81% |
$39.6K - $44.2K
|
63.6K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.34KNew |
$214K - $239K
|
6.34K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
219K+ 13.26% |
$7.42M - $8.29M
|
1.87M
$74.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-558- 0.42% |
$18.9K - $21.1K
|
132K
$5.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20K+ 52.52% |
$675K - $754K
|
57.9K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.63K+ 5.53% |
$88.9K - $99.3K
|
50.1K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.98K+ 8.53% |
$101K - $113K
|
37.9K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
237+ 0.27% |
$8.02K - $8.95K
|
87K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.1K+ 6.79% |
$613K - $685K
|
285K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.68K- 0.7% |
$90.7K - $101K
|
379K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-482- 0.24% |
$16.3K - $18.2K
|
199K
$7.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192K+ 206.2% |
$6.48M - $7.23M
|
284K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-33K- 2.38% |
$1.12M - $1.25M
|
1.36M
$54M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28.1K+ 36.88% |
$950K - $1.06M
|
104K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.77K+ 9.17% |
$331K - $369K
|
116K
$4.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.43K+ 31.27% |
$82.3K - $91.8K
|
10.2K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-43.6K- 14.37% |
$1.47M - $1.65M
|
260K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179K+ 19.75% |
$6.06M - $6.77M
|
1.09M
$43.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 0.05% |
$2.91K - $3.25K
|
177K
$7.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.9K+ 6.76% |
$944K - $1.05M
|
440K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.8K+ 18.92% |
$501K - $560K
|
93.2K
$3.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.09K+ 5.15% |
$70.8K - $79.1K
|
42.7K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
122K+ 5.88% |
$4.14M - $4.62M
|
2.2M
$87.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.3K+ 1.67% |
$44.1K - $49.2K
|
79.4K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
14.3K+ 2.98% |
$485K - $541K
|
494K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
542+ 7.28% |
$18.3K - $20.5K
|
7.98K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
669KNew |
$22.6M - $25.3M
|
669K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-776- 13.75% |
$26.3K - $29.3K
|
4.87K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
370K+ 61.61% |
$12.5M - $14M
|
970K
$38.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-90- 0.2% |
$3.05K - $3.4K
|
45.1K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-150- 1.55% |
$5.08K - $5.67K
|
9.5K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-56- 0.09% |
$1.9K - $2.12K
|
61.8K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-31K- 65.18% |
$1.05M - $1.17M
|
16.6K
$660K
|