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 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 6.15% |
$405 - $456
|
183
$7.44K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$25.1K - $28.3K
|
745
$30.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
40.6K+ 5.06% |
$1.37M - $1.54M
|
843K
$34.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.44K+ 11.13% |
$318K - $358K
|
94.3K
$3.83M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
760+ 89.2% |
$25.6K - $28.8K
|
1.61K
$65.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
259New |
$8.74K - $9.83K
|
259
$10.5K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.58K- 3.27% |
$154K - $174K
|
135K
$5.51M
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.19KNew |
$109K - $117K
|
3.19K
$130K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
269+ 4.29% |
$9.2K - $9.86K
|
6.54K
$266K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$34.2 - $36.6
|
16.9K
$686K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$17.1K - $18.3K
|
500
$20.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.51KNew |
$257K - $275K
|
7.51K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
237+ 1.76% |
$8.11K - $8.68K
|
13.7K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 0.19% |
$34.2 - $36.6
|
536
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
16.5KNew |
$565K - $606K
|
16.5K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
313+ 2.23% |
$10.7K - $11.5K
|
14.3K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-487- 35.19% |
$16.7K - $17.8K
|
897
$36.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.43KNew |
$254K - $272K
|
7.43K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.38K+ 2.59% |
$47K - $50.4K
|
54.5K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-344- 88.21% |
$11.8K - $12.6K
|
46
$1.87K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 1.32% |
$68.7K - $73.6K
|
150K
$6.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
517+ 30.77% |
$17.7K - $18.9K
|
2.2K
$89.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.29M+ 462.64% |
$44.2M - $47.4M
|
1.57M
$63.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$68.4K - $73.3K
|
2K
$81.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
312New |
$10.7K - $11.4K
|
312
$12.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
448+ 5.04% |
$15.3K - $16.4K
|
9.33K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
416+ 10.29% |
$14.2K - $15.2K
|
4.46K
$181K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$52.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
441+ 639.13% |
$15.1K - $16.2K
|
510
$20.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665New |
$22.7K - $24.4K
|
665
$27K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$118K - $127K
|
3.46K
$141K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.96KNew |
$272K - $292K
|
7.96K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
49.2K+ 731.01% |
$1.68M - $1.8M
|
55.9K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$426K - $456K
|
12.5K
$506K
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
22.5KNew |
$770K - $824K
|
22.5K
$915K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$391K - $419K
|
11.4K
$465K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
53New |
$1.81K - $1.94K
|
53
$2.16K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 46.41% |
$210K - $225K
|
7.09K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
885New |
$30.3K - $32.4K
|
885
$36K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 36.06% |
$70.8K - $75.9K
|
7.82K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53K+ 45.28% |
$86.7K - $92.8K
|
8.13K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 20.12% |
$2.36K - $2.53K
|
412
$16.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 3.39% |
$68.4 - $73.3
|
61
$2.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.26KNew |
$282K - $303K
|
8.26K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.24K+ 4.05% |
$42.3K - $45.3K
|
31.8K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$44.4K - $47.5K
|
1.3K
$52.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-10- 3.97% |
$342 - $366
|
242
$9.84K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.94KNew |
$203K - $217K
|
5.94K
$241K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
434+ 4.56% |
$14.8K - $15.9K
|
9.95K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
6.68KNew |
$228K - $245K
|
6.68K
$272K
|
|