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, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.94K- 1.65% |
$188K - $200K
|
353K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
10.2KNew |
$322K - $342K
|
10.2K
$372K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.41KNew |
$203K - $216K
|
6.41K
$235K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-13K- 27.09% |
$412K - $438K
|
35K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$491K - $522K
|
15.5K
$567K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-700- 9.29% |
$22.2K - $23.6K
|
6.84K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13.9KNew |
$441K - $469K
|
13.9K
$509K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 1.83% |
$539 - $572
|
948
$34.7K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498New |
$15.8K - $16.8K
|
498
$18.2K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
192New |
$5.73K - $6.28K
|
192
$7.03K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
499New |
$14.9K - $16.3K
|
499
$18.3K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
562+ 3.09% |
$16.8K - $18.4K
|
18.8K
$687K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-1.91K- 1.49% |
$57K - $62.5K
|
127K
$4.63M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.4KNew |
$221K - $242K
|
7.4K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 0.71% |
$2.98K - $3.27K
|
13.9K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-120KClosed |
$3.59M - $3.94M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.16% |
$447 - $491
|
9.34K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22K- 48.29% |
$657K - $721K
|
23.6K
$864K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
209New |
$6.23K - $6.84K
|
209
$7.65K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.1K+ 20.16% |
$839K - $920K
|
168K
$6.14M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.05KNew |
$31.2K - $34.2K
|
1.05K
$38.2K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
189New |
$5.64K - $6.18K
|
189
$6.92K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.35K+ 6.89% |
$40.4K - $44.3K
|
21K
$769K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.5KNew |
$313K - $343K
|
10.5K
$384K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5.25K- 99.98% |
$156K - $172K
|
1
$36.6
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.16KNew |
$64.5K - $70.7K
|
2.16K
$79.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
117New |
$3.49K - $3.83K
|
117
$4.28K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-252- 24.11% |
$7.52K - $8.24K
|
793
$29K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
748New |
$22.3K - $24.5K
|
748
$27.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
319New |
$9.52K - $10.4K
|
319
$11.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.22K- 6.27% |
$36.5K - $40K
|
18.3K
$669K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
817+ 8.13% |
$24.4K - $26.7K
|
10.9K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-650- 7.47% |
$19.4K - $21.3K
|
8.05K
$294K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.96% |
$41.7K - $45.7K
|
18.7K
$684K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
909New |
$27.1K - $29.7K
|
909
$33.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.67K- 70.7% |
$169K - $186K
|
2.35K
$86K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.11KNew |
$234K - $283K
|
9.11K
$334K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.31KNew |
$59.4K - $71.7K
|
2.31K
$84.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-29.7KClosed |
$764K - $922K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.2K+ 66.64% |
$622K - $751K
|
60.5K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.6KNew |
$1.22M - $1.48M
|
47.6K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 13.47% |
$1.16K - $1.4K
|
379
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.93% |
$360 - $434
|
1.5K
$54.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$55.8K - $67.3K
|
2.17K
$79.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-505- 1.05% |
$13K - $15.7K
|
47.7K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-136K- 84.19% |
$3.5M - $4.23M
|
25.6K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.47K+ 100.0% |
$37.7K - $45.5K
|
2.94K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-321- 49.61% |
$8.25K - $9.96K
|
326
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.02M - $1.23M
|
39.5K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-193- 13.82% |
$4.96K - $5.99K
|
1.2K
$44.1K
|
|