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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$118K - $127K
|
3.46K
$138K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.96KNew |
$272K - $292K
|
7.96K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
49.2K+ 731.01% |
$1.68M - $1.8M
|
55.9K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$426K - $456K
|
12.5K
$496K
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
22.5KNew |
$770K - $824K
|
22.5K
$896K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$391K - $419K
|
11.4K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
53New |
$1.81K - $1.94K
|
53
$2.11K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 46.41% |
$210K - $225K
|
7.09K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
885New |
$30.3K - $32.4K
|
885
$35.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 36.06% |
$70.8K - $75.9K
|
7.82K
$311K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53K+ 45.28% |
$86.7K - $92.8K
|
8.13K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 20.12% |
$2.36K - $2.53K
|
412
$16.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 3.39% |
$68.4 - $73.3
|
61
$2.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.26KNew |
$282K - $303K
|
8.26K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.24K+ 4.05% |
$42.3K - $45.3K
|
31.8K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$51.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-10- 3.97% |
$342 - $366
|
242
$9.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.94KNew |
$203K - $217K
|
5.94K
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
434+ 4.56% |
$14.8K - $15.9K
|
9.95K
$396K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
6.68KNew |
$228K - $245K
|
6.68K
$266K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
162+ 58.27% |
$5.54K - $5.94K
|
440
$17.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-8.11K- 4.94% |
$277K - $297K
|
156K
$6.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.25K+ 140.31% |
$282K - $302K
|
14.1K
$563K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$200K - $215K
|
5.86K
$233K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
181+ 1.98% |
$6.19K - $6.63K
|
9.31K
$371K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.4KNew |
$47.9K - $51.3K
|
1.4K
$55.8K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
156+ 1.76% |
$5.34K - $5.72K
|
9.01K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
795+ 4.23% |
$27.2K - $29.1K
|
19.6K
$780K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.05KNew |
$133K - $145K
|
4.05K
$161K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
155New |
$5.09K - $5.56K
|
155
$6.17K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$878K - $960K
|
26.7K
$1.06M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
128+ 0.27% |
$4.2K - $4.6K
|
48.3K
$1.92M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.2KNew |
$434K - $474K
|
13.2K
$526K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.04KClosed |
$199K - $217K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-414- 97.87% |
$13.6K - $14.9K
|
9
$358
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 9.15% |
$792K - $865K
|
239K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
6.38KNew |
$209K - $229K
|
6.38K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$991K - $1.08M
|
30.2K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
556+ 100.18% |
$18.3K - $20K
|
1.11K
$44.2K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.9M - $2.07M
|
57.8K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-227K- 96.06% |
$7.44M - $8.13M
|
9.3K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.7KNew |
$583K - $637K
|
17.7K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-152- 2.22% |
$4.99K - $5.46K
|
6.69K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16K+ 5.19% |
$38.2K - $41.7K
|
23.5K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
966+ 0.65% |
$31.7K - $34.7K
|
149K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
8.03KNew |
$264K - $288K
|
8.03K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 2.56% |
$720K - $787K
|
877K
$34.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.7K+ 35.32% |
$2.68M - $2.93M
|
313K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
486+ 1.88% |
$16K - $17.4K
|
26.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-477- 68.63% |
$15.7K - $17.1K
|
218
$8.68K
|
|