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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.24K- 0.54% |
$38.3K - $41.6K
|
230K
$9.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.3KNew |
$906K - $985K
|
29.3K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-21.7K- 71.62% |
$670K - $729K
|
8.61K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
36.7K+ 4.71% |
$1.13M - $1.23M
|
816K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.54K+ 2.12% |
$47.5K - $51.7K
|
74.1K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.9KNew |
$1.23M - $1.34M
|
39.9K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
27.1KNew |
$837K - $910K
|
27.1K
$1.1M
|
|
|
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
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.7K- 50.34% |
$83.4K - $90.7K
|
2.66K
$108K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
588New |
$18.2K - $19.7K
|
588
$23.9K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.46K- 7.26% |
$76K - $82.7K
|
31.5K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-407- 0.31% |
$12.6K - $13.7K
|
130K
$5.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 50.0% |
$3.09K - $3.36K
|
300
$12.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.68KNew |
$206K - $224K
|
6.68K
$272K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
168KNew |
$5.2M - $5.65M
|
168K
$6.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.67K+ 15.2% |
$51.5K - $56K
|
12.6K
$514K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
209+ 2.62% |
$6.45K - $7.02K
|
8.17K
$332K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.8K+ 283.05% |
$55.7K - $60.5K
|
2.44K
$99.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 29.43% |
$4.66K - $5.07K
|
362
$14.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
62New |
$1.91K - $2.08K
|
62
$2.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
113KNew |
$3.5M - $3.8M
|
113K
$4.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
214+ 1.18% |
$6.61K - $7.19K
|
18.4K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$46.8K - $50.9K
|
1.52K
$61.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
300+ 4.14% |
$9.26K - $10.1K
|
7.55K
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$3.09K - $3.36K
|
100
$4.07K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.82K- 38.55% |
$211K - $229K
|
10.9K
$442K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.25KNew |
$69.4K - $75.4K
|
2.25K
$91.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
82New |
$2.53K - $2.75K
|
82
$3.33K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$337K - $366K
|
10.9K
$444K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-648- 0.87% |
$20K - $21.8K
|
73.8K
$3M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
297New |
$9.17K - $9.97K
|
297
$12.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.3K- 96.41% |
$133K - $144K
|
160
$6.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
701New |
$21.6K - $23.5K
|
701
$28.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
384New |
$11.9K - $12.9K
|
384
$15.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
735New |
$22.7K - $24.7K
|
735
$29.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-325- 2.95% |
$10K - $10.9K
|
10.7K
$435K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57+ 0.21% |
$1.76K - $1.91K
|
27.1K
$1.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
7.53K+ 10.99% |
$233K - $253K
|
76.1K
$3.09M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
242K+ 7.23% |
$7.66M - $8.13M
|
3.58M
$146M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 3.33% |
$31.7 - $33.7
|
31
$1.26K
|
|
|
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
$34K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
12.1KNew |
$384K - $408K
|
12.1K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-416- 5.68% |
$13.2K - $14K
|
6.91K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.7KNew |
$1.67M - $1.77M
|
52.7K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59New |
$1.87K - $1.99K
|
59
$2.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
348K+ 7.19% |
$11M - $11.7M
|
5.19M
$211M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.56% |
$3.17K - $3.37K
|
6.3K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$149K - $158K
|
4.7K
$191K
|
|