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 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.38KNew |
$45.4K - $49.6K
|
1.38K
$50.5K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
67.2K+ 5.72% |
$2.21M - $2.41M
|
1.24M
$45.5M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.33KNew |
$208K - $227K
|
6.33K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-249- 2.27% |
$8.18K - $8.94K
|
10.7K
$392K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
187New |
$6.14K - $6.71K
|
187
$6.84K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.2KNew |
$564K - $616K
|
17.2K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-321- 4.35% |
$10.5K - $11.5K
|
7.06K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
661New |
$21.7K - $23.7K
|
661
$24.2K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
99.4KNew |
$3.27M - $3.57M
|
99.4K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-341- 5.08% |
$11.2K - $12.2K
|
6.37K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-170- 1.31% |
$5.58K - $6.1K
|
12.8K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.2K- 0.4% |
$334K - $365K
|
2.52M
$92.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$7.3M - $7.98M
|
222K
$8.14M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-467- 0.54% |
$15.3K - $16.8K
|
85.8K
$3.14M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-5.13K- 46.45% |
$168K - $184K
|
5.91K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
133KNew |
$4.38M - $4.79M
|
133K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
15K+ 4.07% |
$493K - $539K
|
384K
$14.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.42K+ 21.89% |
$46.8K - $51.1K
|
7.93K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 3.1% |
$7.69K - $8.4K
|
7.78K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.16K- 13.62% |
$235K - $257K
|
45.4K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-400- 6.28% |
$13.1K - $14.4K
|
5.97K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
735+ 2.07% |
$24.1K - $26.4K
|
36.3K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$6.57K - $7.18K
|
200
$7.32K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.49KNew |
$246K - $269K
|
7.49K
$274K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.74KNew |
$189K - $206K
|
5.74K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.75KNew |
$189K - $206K
|
5.75K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
5.99KNew |
$197K - $215K
|
5.99K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.53K+ 42.61% |
$116K - $127K
|
11.8K
$432K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-1- 0.02% |
$32.9 - $35.9
|
5.95K
$218K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-50- 0.8% |
$1.64K - $1.8K
|
6.2K
$227K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-20.1K- 14.76% |
$659K - $720K
|
116K
$4.24M
|
|
| Q4 2023 | |||||||
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-598- 15.68% |
$17.6K - $20.4K
|
3.22K
$118K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-218- 70.55% |
$6.42K - $7.43K
|
91
$3.33K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.6KClosed |
$342K - $396K
|
0
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
131New |
$3.86K - $4.46K
|
131
$4.79K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
339New |
$9.99K - $11.5K
|
339
$12.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1K - $1.16K
|
34
$1.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-75- 1.03% |
$2.21K - $2.56K
|
7.19K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
404New |
$11.9K - $13.8K
|
404
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-13- 7.83% |
$383 - $443
|
153
$5.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.5KNew |
$221K - $256K
|
7.5K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
616New |
$18.1K - $21K
|
616
$22.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-6.58K- 24.0% |
$194K - $224K
|
20.8K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$1.11M - $1.29M
|
37.8K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.77K- 56.67% |
$111K - $128K
|
2.88K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13KNew |
$383K - $443K
|
13K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10KNew |
$295K - $341K
|
10K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 14.12% |
$33.1K - $38.3K
|
6.84K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.2KNew |
$476K - $551K
|
16.2K
$592K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$5.67K
|
|