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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
44.1K+ 41.64% |
$1.49M - $1.68M
|
150K
$5.98M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.9KNew |
$64.1K - $72.1K
|
1.9K
$75.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.05K- 43.64% |
$170K - $192K
|
6.52K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.24K- 15.55% |
$41.7K - $46.9K
|
6.71K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
64New |
$2.16K - $2.43K
|
64
$2.55K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9.72K- 33.15% |
$328K - $369K
|
19.6K
$780K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.4K+ 10.03% |
$81.1K - $91.2K
|
26.4K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-520- 7.84% |
$17.5K - $19.7K
|
6.11K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.97K- 2.56% |
$66.5K - $74.8K
|
75.1K
$2.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
11.8KNew |
$399K - $449K
|
11.8K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.53KNew |
$85.4K - $96.1K
|
2.53K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 1.24% |
$742 - $835
|
1.75K
$69.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 3.06% |
$347K - $391K
|
346K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123K- 4.41% |
$4.15M - $4.67M
|
2.66M
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
109New |
$3.68K - $4.14K
|
109
$4.34K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
48+ 2.32% |
$1.62K - $1.82K
|
2.12K
$84.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
19.1K+ 10.7% |
$643K - $724K
|
197K
$7.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-99- 0.08% |
$3.34K - $3.76K
|
124K
$4.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
41.9KNew |
$1.41M - $1.59M
|
41.9K
$1.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
17.5KNew |
$591K - $664K
|
17.5K
$697K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 6.15% |
$405 - $456
|
183
$7.29K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$25.1K - $28.3K
|
745
$29.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
40.6K+ 5.06% |
$1.37M - $1.54M
|
843K
$33.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.44K+ 11.13% |
$318K - $358K
|
94.3K
$3.75M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
760+ 89.2% |
$25.6K - $28.8K
|
1.61K
$64.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
259New |
$8.74K - $9.83K
|
259
$10.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.58K- 3.27% |
$154K - $174K
|
135K
$5.39M
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.19KNew |
$109K - $117K
|
3.19K
$127K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
269+ 4.29% |
$9.2K - $9.86K
|
6.54K
$261K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$34.2 - $36.6
|
16.9K
$672K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$17.1K - $18.3K
|
500
$19.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.51KNew |
$257K - $275K
|
7.51K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
237+ 1.76% |
$8.11K - $8.68K
|
13.7K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 0.19% |
$34.2 - $36.6
|
536
$21.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16.5KNew |
$565K - $606K
|
16.5K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
313+ 2.23% |
$10.7K - $11.5K
|
14.3K
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-487- 35.19% |
$16.7K - $17.8K
|
897
$35.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.43KNew |
$254K - $272K
|
7.43K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.38K+ 2.59% |
$47K - $50.4K
|
54.5K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-344- 88.21% |
$11.8K - $12.6K
|
46
$1.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 1.32% |
$68.7K - $73.6K
|
150K
$5.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
517+ 30.77% |
$17.7K - $18.9K
|
2.2K
$87.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.29M+ 462.64% |
$44.2M - $47.4M
|
1.57M
$62.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$68.4K - $73.3K
|
2K
$79.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
312New |
$10.7K - $11.4K
|
312
$12.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 5.04% |
$15.3K - $16.4K
|
9.33K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
416+ 10.29% |
$14.2K - $15.2K
|
4.46K
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$51.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
441+ 639.13% |
$15.1K - $16.2K
|
510
$20.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665New |
$22.7K - $24.4K
|
665
$26.5K
|
|