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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11.6K- 57.81% |
$341K - $395K
|
8.46K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.9K- 53.93% |
$468K - $542K
|
13.6K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
199K+ 12.56% |
$5.87M - $6.79M
|
1.79M
$65.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-730- 9.93% |
$21.5K - $24.9K
|
6.62K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.3KNew |
$421K - $487K
|
14.3K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
117New |
$3.45K - $3.99K
|
117
$4.28K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
11KNew |
$323K - $374K
|
11K
$401K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-116- 1.69% |
$3.42K - $3.95K
|
6.75K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
962New |
$28.3K - $32.8K
|
962
$35.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-573- 7.06% |
$16.9K - $19.5K
|
7.54K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-50.7K- 31.58% |
$1.49M - $1.73M
|
110K
$4.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
109K+ 3.78% |
$3.22M - $3.72M
|
3M
$110M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 2.65% |
$381K - $440K
|
500K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.22K- 15.04% |
$35.9K - $41.5K
|
6.88K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
7.91KNew |
$233K - $270K
|
7.91K
$290K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74New |
$2.18K - $2.52K
|
74
$2.71K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-639- 0.18% |
$18.8K - $21.8K
|
356K
$13M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$766 - $886
|
26
$952
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 0.99% |
$8.19K - $9.47K
|
27.7K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.5KNew |
$250K - $290K
|
8.5K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.5KNew |
$44.2K - $51.1K
|
1.5K
$54.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-433- 6.4% |
$12.8K - $14.8K
|
6.34K
$232K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
40New |
$1.18K - $1.36K
|
40
$1.46K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
16.7KNew |
$491K - $567K
|
16.7K
$609K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.2KNew |
$447K - $517K
|
15.2K
$556K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.12KNew |
$210K - $243K
|
7.12K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
155New |
$4.57K - $5.28K
|
155
$5.67K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.72K+ 1.56% |
$169K - $195K
|
373K
$13.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.88K- 30.81% |
$84.7K - $98K
|
6.46K
$236K
|
|
| Q3 2023 | |||||||
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$30.9 - $33.6
|
1
$36.6
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31.6K+ 2256.1% |
$976K - $1.06M
|
33K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18.1KNew |
$559K - $608K
|
18.1K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.24K- 0.54% |
$38.3K - $41.6K
|
230K
$8.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.3KNew |
$906K - $985K
|
29.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-21.7K- 71.62% |
$670K - $729K
|
8.61K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.77K+ 599.03% |
$209K - $227K
|
7.9K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
36.7K+ 4.71% |
$1.13M - $1.23M
|
816K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.54K+ 2.12% |
$47.5K - $51.7K
|
74.1K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.9KNew |
$1.23M - $1.34M
|
39.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
27.1KNew |
$837K - $910K
|
27.1K
$992K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.57MClosed |
$79.2M - $86.2M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-576- 8.69% |
$17.8K - $19.3K
|
6.05K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.7K- 50.34% |
$83.4K - $90.7K
|
2.66K
$97.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
588New |
$18.2K - $19.7K
|
588
$21.5K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.46K- 7.26% |
$76K - $82.7K
|
31.5K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-407- 0.31% |
$12.6K - $13.7K
|
130K
$4.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.09K - $3.36K
|
300
$11K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.68KNew |
$206K - $224K
|
6.68K
$244K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
168KNew |
$5.2M - $5.65M
|
168K
$6.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.67K+ 15.2% |
$51.5K - $56K
|
12.6K
$463K
|
|