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 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
82New |
$2.53K - $2.75K
|
82
$3.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$337K - $366K
|
10.9K
$434K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-648- 0.87% |
$20K - $21.8K
|
73.8K
$2.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
297New |
$9.17K - $9.97K
|
297
$11.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.3K- 96.41% |
$133K - $144K
|
160
$6.37K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
701New |
$21.6K - $23.5K
|
701
$27.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
384New |
$11.9K - $12.9K
|
384
$15.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
735New |
$22.7K - $24.7K
|
735
$29.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-325- 2.95% |
$10K - $10.9K
|
10.7K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57+ 0.21% |
$1.76K - $1.91K
|
27.1K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
7.53K+ 10.99% |
$233K - $253K
|
76.1K
$3.03M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
242K+ 7.23% |
$7.66M - $8.13M
|
3.58M
$143M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 3.33% |
$31.7 - $33.7
|
31
$1.23K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6.51KClosed |
$206K - $219K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
837New |
$26.5K - $28.2K
|
837
$33.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
12.1KNew |
$384K - $408K
|
12.1K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-416- 5.68% |
$13.2K - $14K
|
6.91K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.7KNew |
$1.67M - $1.77M
|
52.7K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59New |
$1.87K - $1.99K
|
59
$2.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
348K+ 7.19% |
$11M - $11.7M
|
5.19M
$207M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.56% |
$3.17K - $3.37K
|
6.3K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$149K - $158K
|
4.7K
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.08K+ 124.0% |
$97.8K - $104K
|
5.57K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
410New |
$13K - $13.8K
|
410
$16.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-649- 1.81% |
$20.6K - $21.8K
|
35.1K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 1.88% |
$190 - $202
|
326
$13K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.68KNew |
$148K - $158K
|
4.68K
$186K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.75KNew |
$55.6K - $59K
|
1.75K
$69.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
260New |
$8.24K - $8.75K
|
260
$10.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
28.1K+ 0.28% |
$891K - $946K
|
10.1M
$402M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
27.1K+ 21.95% |
$858K - $911K
|
150K
$5.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.04K+ 1.87% |
$96.5K - $102K
|
166K
$6.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
298+ 11.01% |
$9.45K - $10K
|
3K
$120K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
144KNew |
$4.57M - $4.85M
|
144K
$5.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-52- 0.81% |
$1.65K - $1.75K
|
6.38K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.94K- 1.65% |
$188K - $200K
|
353K
$14.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
10.2KNew |
$322K - $342K
|
10.2K
$404K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.41KNew |
$203K - $216K
|
6.41K
$255K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-13K- 27.09% |
$412K - $438K
|
35K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$491K - $522K
|
15.5K
$617K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-700- 9.29% |
$22.2K - $23.6K
|
6.84K
$272K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13.9KNew |
$441K - $469K
|
13.9K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 1.83% |
$539 - $572
|
948
$37.7K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498New |
$15.8K - $16.8K
|
498
$19.8K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
192New |
$5.73K - $6.28K
|
192
$7.64K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
499New |
$14.9K - $16.3K
|
499
$19.9K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
562+ 3.09% |
$16.8K - $18.4K
|
18.8K
$747K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-1.91K- 1.49% |
$57K - $62.5K
|
127K
$5.04M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.4KNew |
$221K - $242K
|
7.4K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 0.71% |
$2.98K - $3.27K
|
13.9K
$553K
|
|