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 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.56K+ 27.95% |
$121K - $135K
|
16.3K
$649K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
18.7K+ 19.03% |
$631K - $705K
|
117K
$4.64M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-44.9K- 5.02% |
$1.52M - $1.7M
|
850K
$33.9M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.6K+ 5.18% |
$88K - $98.2K
|
52.8K
$2.1M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
7.68K+ 14.9% |
$260K - $290K
|
59.2K
$2.36M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.5K- 9.43% |
$50.9K - $56.8K
|
14.4K
$575K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4K+ 9.08% |
$135K - $151K
|
48K
$1.91M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-41.7K- 5.57% |
$1.41M - $1.58M
|
707K
$28.1M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.8K- 53.9% |
$940K - $1.05M
|
23.8K
$946K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.96K- 76.36% |
$66.2K - $73.9K
|
606
$24.1K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40.8K- 85.42% |
$1.38M - $1.54M
|
6.96K
$277K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.7K+ 7.58% |
$1.07M - $1.2M
|
450K
$17.9M
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
865+ 57.59% |
$29.3K - $32.7K
|
2.37K
$94.2K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-647K- 12.58% |
$21.9M - $24.4M
|
4.5M
$179M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.8K+ 54.97% |
$366K - $408K
|
30.5K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
48.9KNew |
$1.65M - $1.85M
|
48.9K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.1K+ 3.88% |
$715K - $798K
|
566K
$22.5M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 17.69% |
$244K - $272K
|
48K
$1.91M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.5KNew |
$830K - $926K
|
24.5K
$976K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$169 - $189
|
5
$199
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
603+ 0.13% |
$20.4K - $22.8K
|
459K
$18.3M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62.7K- 70.78% |
$2.12M - $2.37M
|
25.9K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26- 0.27% |
$880 - $982
|
9.78K
$389K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.56K- 9.52% |
$154K - $172K
|
43.4K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 0.16% |
$343K - $383K
|
6.19M
$246M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 43.38% |
$1.27M - $1.42M
|
124K
$4.95M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
39.8K+ 247.65% |
$1.35M - $1.5M
|
55.8K
$2.22M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-712- 1.14% |
$24.1K - $26.9K
|
61.7K
$2.46M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.2K+ 10.76% |
$820K - $915K
|
249K
$9.93M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-751- 0.48% |
$25.4K - $28.4K
|
156K
$6.21M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 0.33% |
$4.91K - $5.48K
|
44.6K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.64K+ 13.15% |
$157K - $175K
|
39.9K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.4K+ 652.28% |
$1.37M - $1.53M
|
46.6K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
700+ 36.84% |
$23.7K - $26.4K
|
2.6K
$104K
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.3K- 18.85% |
$44K - $49.1K
|
5.59K
$223K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.9M+ 26.07% |
$606M - $677M
|
86.6M
$3.45B
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.1K+ 47.37% |
$408K - $455K
|
37.5K
$1.49M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.29KNew |
$314K - $351K
|
9.29K
$370K
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.7KNew |
$91.4K - $102K
|
2.7K
$108K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
469New |
$15.9K - $17.7K
|
469
$18.7K
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 77.37% |
$906K - $1.01M
|
7.83K
$312K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
128New |
$4.33K - $4.83K
|
128
$5.1K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
367New |
$12.4K - $13.9K
|
367
$14.6K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
205K+ 25.16% |
$6.95M - $7.76M
|
1.02M
$40.7M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.7K+ 32.62% |
$701K - $783K
|
84.3K
$3.35M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-269K- 49.74% |
$9.12M - $10.2M
|
272K
$10.8M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 11.51% |
$583K - $650K
|
167K
$6.64M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.17K- 44.02% |
$175K - $195K
|
6.57K
$262K
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
22.1K+ 442.1% |
$749K - $836K
|
27.2K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-197K- 29.25% |
$6.66M - $7.43M
|
476K
$18.9M
|