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 |
|---|---|---|---|---|---|---|---|
|
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
$372K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22K- 48.29% |
$657K - $721K
|
23.6K
$939K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
209New |
$6.23K - $6.84K
|
209
$8.32K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.1K+ 20.16% |
$839K - $920K
|
168K
$6.68M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.05KNew |
$31.2K - $34.2K
|
1.05K
$41.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
189New |
$5.64K - $6.18K
|
189
$7.52K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.35K+ 6.89% |
$40.4K - $44.3K
|
21K
$836K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
10.5KNew |
$313K - $343K
|
10.5K
$418K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5.25K- 99.98% |
$156K - $172K
|
1
$39.8
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.16KNew |
$64.5K - $70.7K
|
2.16K
$86K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
117New |
$3.49K - $3.83K
|
117
$4.66K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
748New |
$22.3K - $24.5K
|
748
$29.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
319New |
$9.52K - $10.4K
|
319
$12.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.22K- 6.27% |
$36.5K - $40K
|
18.3K
$728K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
817+ 8.13% |
$24.4K - $26.7K
|
10.9K
$433K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-650- 7.47% |
$19.4K - $21.3K
|
8.05K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.96% |
$41.7K - $45.7K
|
18.7K
$744K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
909New |
$27.1K - $29.7K
|
909
$36.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.67K- 70.7% |
$169K - $186K
|
2.35K
$93.6K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.11KNew |
$234K - $283K
|
9.11K
$363K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.31KNew |
$59.4K - $71.7K
|
2.31K
$92K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.2K+ 66.64% |
$622K - $751K
|
60.5K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.6KNew |
$1.22M - $1.48M
|
47.6K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 13.47% |
$1.16K - $1.4K
|
379
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.93% |
$360 - $434
|
1.5K
$59.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.17KNew |
$55.8K - $67.3K
|
2.17K
$86.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-505- 1.05% |
$13K - $15.7K
|
47.7K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-136K- 84.19% |
$3.5M - $4.23M
|
25.6K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.47K+ 100.0% |
$37.7K - $45.5K
|
2.94K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-321- 49.61% |
$8.25K - $9.96K
|
326
$13K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-193- 13.82% |
$4.96K - $5.99K
|
1.2K
$47.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.2KNew |
$236K - $285K
|
9.2K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.87KNew |
$177K - $213K
|
6.87K
$274K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
79New |
$2.03K - $2.45K
|
79
$3.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
7.24KNew |
$186K - $225K
|
7.24K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
242New |
$6.22K - $7.51K
|
242
$9.63K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7KNew |
$180K - $217K
|
7K
$278K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.19K- 3.88% |
$56.4K - $68.1K
|
54.4K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
50.9KNew |
$1.31M - $1.58M
|
50.9K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-364K- 97.72% |
$9.34M - $11.3M
|
8.5K
$338K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.39KNew |
$61.3K - $74K
|
2.39K
$94.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
180K+ 296.81% |
$4.62M - $5.57M
|
240K
$9.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
156K+ 42.8% |
$4.02M - $4.85M
|
522K
$20.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
7.58KNew |
$195K - $235K
|
7.58K
$302K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
14.2K+ 1929.52% |
$364K - $440K
|
14.9K
$594K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
104+ 3.3% |
$2.67K - $3.23K
|
3.25K
$129K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.44K+ 5.37% |
$114K - $138K
|
87.1K
$3.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.65KNew |
$68.2K - $82.3K
|
2.65K
$106K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-799- 4.26% |
$20.5K - $24.8K
|
17.9K
$715K
|
|