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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
162+ 58.27% |
$5.54K - $5.94K
|
440
$17.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-8.11K- 4.94% |
$277K - $297K
|
156K
$6.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.25K+ 140.31% |
$282K - $302K
|
14.1K
$575K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.86KNew |
$200K - $215K
|
5.86K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
181+ 1.98% |
$6.19K - $6.63K
|
9.31K
$379K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.4KNew |
$47.9K - $51.3K
|
1.4K
$57K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
156+ 1.76% |
$5.34K - $5.72K
|
9.01K
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
795+ 4.23% |
$27.2K - $29.1K
|
19.6K
$797K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
155New |
$5.09K - $5.56K
|
155
$6.3K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26.7KNew |
$878K - $960K
|
26.7K
$1.09M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
128+ 0.27% |
$4.2K - $4.6K
|
48.3K
$1.97M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
13.2KNew |
$434K - $474K
|
13.2K
$537K
|
|
|
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
$366
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 9.15% |
$792K - $865K
|
239K
$9.73M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
6.38KNew |
$209K - $229K
|
6.38K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$991K - $1.08M
|
30.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
556+ 100.18% |
$18.3K - $20K
|
1.11K
$45.2K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.9M - $2.07M
|
57.8K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-227K- 96.06% |
$7.44M - $8.13M
|
9.3K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.7KNew |
$583K - $637K
|
17.7K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-152- 2.22% |
$4.99K - $5.46K
|
6.69K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16K+ 5.19% |
$38.2K - $41.7K
|
23.5K
$957K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
966+ 0.65% |
$31.7K - $34.7K
|
149K
$6.08M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
8.03KNew |
$264K - $288K
|
8.03K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 2.56% |
$720K - $787K
|
877K
$35.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.7K+ 35.32% |
$2.68M - $2.93M
|
313K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
486+ 1.88% |
$16K - $17.4K
|
26.3K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-477- 68.63% |
$15.7K - $17.1K
|
218
$8.87K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-526- 2.69% |
$17.3K - $18.9K
|
19.1K
$775K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.21KNew |
$39.7K - $43.4K
|
1.21K
$49.2K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
67.2K+ 5.72% |
$2.21M - $2.41M
|
1.24M
$50.5M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6.33KNew |
$208K - $227K
|
6.33K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
187New |
$6.14K - $6.71K
|
187
$7.61K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
661New |
$21.7K - $23.7K
|
661
$26.9K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
99.4KNew |
$3.27M - $3.57M
|
99.4K
$4.04M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-341- 5.08% |
$11.2K - $12.2K
|
6.37K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-170- 1.31% |
$5.58K - $6.1K
|
12.8K
$520K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.2K- 0.4% |
$334K - $365K
|
2.52M
$103M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
222KNew |
$7.3M - $7.98M
|
222K
$9.04M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-467- 0.54% |
$15.3K - $16.8K
|
85.8K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-5.13K- 46.45% |
$168K - $184K
|
5.91K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
133KNew |
$4.38M - $4.79M
|
133K
$5.42M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
15K+ 4.07% |
$493K - $539K
|
384K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.42K+ 21.89% |
$46.8K - $51.1K
|
7.93K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 3.1% |
$7.69K - $8.4K
|
7.78K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.16K- 13.62% |
$235K - $257K
|
45.4K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-400- 6.28% |
$13.1K - $14.4K
|
5.97K
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
735+ 2.07% |
$24.1K - $26.4K
|
36.3K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$6.57K - $7.18K
|
200
$8.13K
|
|