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 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-715- 10.35% |
$24.2K - $27K
|
6.19K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
89+ 0.59% |
$3.01K - $3.36K
|
15.2K
$620K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.14% |
$2.13K - $2.38K
|
46.3K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
125+ 4.36% |
$4.23K - $4.72K
|
2.99K
$122K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
557New |
$18.8K - $21K
|
557
$22.7K
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
592+ 9.31% |
$20K - $22.4K
|
6.95K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-8.66K- 3.25% |
$293K - $327K
|
258K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.8K- 9.97% |
$400K - $446K
|
107K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-624- 3.47% |
$21.1K - $23.6K
|
17.4K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
47.7K+ 24.12% |
$1.62M - $1.8M
|
246K
$9.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
34.7K+ 87.13% |
$1.17M - $1.31M
|
74.5K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 6.94% |
$15.2K - $17K
|
6.04K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.18K+ 5.54% |
$40K - $44.6K
|
22.5K
$915K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
8.6K+ 1.1% |
$291K - $325K
|
787K
$32M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.06K- 91.49% |
$69.8K - $78K
|
192
$7.81K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
56+ 0.87% |
$1.9K - $2.12K
|
6.5K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
397+ 3.17% |
$13.4K - $15K
|
12.9K
$526K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
625New |
$21.2K - $23.6K
|
625
$25.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-132- 24.35% |
$4.47K - $4.99K
|
410
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.2K+ 5459.09% |
$40.6K - $45.4K
|
1.22K
$49.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10.8K- 21.9% |
$367K - $409K
|
38.6K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.9K- 50.0% |
$1.01M - $1.13M
|
29.9K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$194K - $217K
|
5.75K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.9K+ 3.66% |
$233K - $261K
|
195K
$7.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
59.4K+ 72.04% |
$2.01M - $2.24M
|
142K
$5.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$28K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20.6K+ 99.86% |
$698K - $779K
|
41.3K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
18.6K+ 17.6% |
$629K - $702K
|
124K
$5.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.98K+ 31.87% |
$168K - $188K
|
20.6K
$838K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.35K+ 19.07% |
$147K - $164K
|
27.2K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.59K+ 1.65% |
$155K - $173K
|
284K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-108K- 94.34% |
$3.66M - $4.08M
|
6.48K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130New |
$4.4K - $4.91K
|
130
$5.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.82K+ 389.89% |
$163K - $182K
|
6.06K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
285+ 1.36% |
$9.64K - $10.8K
|
21.2K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.22% |
$880 - $982
|
11.9K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 11.31% |
$34.3K - $38.3K
|
7.94K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
15K+ 192.06% |
$508K - $567K
|
22.8K
$928K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.3K+ 5.05% |
$247K - $276K
|
152K
$6.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-310K- 25.75% |
$10.5M - $11.7M
|
895K
$36.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
114K+ 1844.56% |
$3.85M - $4.29M
|
120K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-50K- 75.45% |
$1.69M - $1.89M
|
16.3K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.55KNew |
$222K - $247K
|
6.55K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
465New |
$15.7K - $17.6K
|
465
$18.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
409+ 1.46% |
$13.8K - $15.4K
|
28.5K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.95K+ 9.21% |
$269K - $300K
|
94.3K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 2.22% |
$924K - $1.03M
|
1.26M
$51.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
21.8K+ 6.37% |
$737K - $823K
|
364K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 3.9% |
$433K - $483K
|
315K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
7.42KNew |
$251K - $280K
|
7.42K
$302K
|