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 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 62.31% |
$520K - $580K
|
40K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.51KNew |
$187K - $208K
|
5.51K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
127K+ 1029.06% |
$4.29M - $4.79M
|
139K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-7.12K- 22.41% |
$241K - $269K
|
24.6K
$981K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
178+ 1.58% |
$6.02K - $6.72K
|
11.5K
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-20.5K- 12.02% |
$694K - $775K
|
150K
$5.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
55+ 0.15% |
$1.86K - $2.08K
|
36.3K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 4.52% |
$13.5K - $15.1K
|
8.46K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-6.83K- 2.37% |
$231K - $258K
|
282K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.94K- 4.9% |
$167K - $187K
|
95.9K
$3.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.63K- 3.3% |
$224K - $250K
|
194K
$7.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.24K+ 11.84% |
$41.8K - $46.7K
|
11.7K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-96- 0.17% |
$3.25K - $3.63K
|
57.1K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.34K+ 2.57% |
$45.4K - $50.7K
|
53.5K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.79K- 3.28% |
$94.2K - $105K
|
82.1K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57.8K- 5.01% |
$1.96M - $2.18M
|
1.1M
$43.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-19.5K- 65.83% |
$661K - $738K
|
10.1K
$404K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.1K+ 9.36% |
$578K - $645K
|
199K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
36.1K+ 9.94% |
$1.22M - $1.36M
|
399K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-216- 0.81% |
$7.31K - $8.16K
|
26.6K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29K+ 5.35% |
$982K - $1.1M
|
572K
$22.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.78K+ 6.17% |
$195K - $218K
|
99.4K
$3.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.92K- 0.41% |
$64.8K - $72.3K
|
467K
$18.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.58K- 6.32% |
$53.5K - $59.7K
|
23.4K
$933K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51K+ 108493.62% |
$1.73M - $1.93M
|
51K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
625+ 1.64% |
$21.2K - $23.6K
|
38.7K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-9.01K- 3.47% |
$305K - $340K
|
251K
$9.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 1.95% |
$70.9K - $79.2K
|
105K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 1.93% |
$69.9K - $78K
|
105K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.52M- 41.98% |
$51.5M - $57.5M
|
2.11M
$83.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.08K+ 95.96% |
$307K - $343K
|
18.5K
$738K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-46.3K- 42.99% |
$1.57M - $1.75M
|
61.4K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.35K+ 2.49% |
$79.5K - $88.7K
|
96.7K
$3.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-230K- 44.2% |
$7.79M - $8.69M
|
291K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.6K- 3.16% |
$392K - $438K
|
355K
$14.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.5K+ 7.88% |
$1.03M - $1.15M
|
418K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
179K+ 12.11% |
$6.06M - $6.76M
|
1.66M
$66M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
108K+ 192.97% |
$3.66M - $4.08M
|
164K
$6.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
149+ 1.09% |
$5.04K - $5.63K
|
13.8K
$551K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.55K- 9.31% |
$52.5K - $58.5K
|
15.1K
$601K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
817New |
$27.6K - $30.9K
|
817
$32.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.09K+ 9.61% |
$36.7K - $41K
|
12.4K
$493K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
134+ 0.7% |
$4.53K - $5.06K
|
19.3K
$769K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-56.8K- 5.69% |
$1.92M - $2.14M
|
941K
$37.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.92KNew |
$268K - $299K
|
7.92K
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-521- 4.59% |
$17.6K - $19.7K
|
10.8K
$431K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.53KNew |
$221K - $247K
|
6.53K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.7K+ 7.46% |
$57.6K - $64.2K
|
24.5K
$975K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.53K- 4.74% |
$51.8K - $57.8K
|
30.8K
$1.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.6K+ 7.89% |
$156K - $174K
|
62.9K
$2.51M
|