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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-9.65KClosed |
$276K - $335K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
36.1KNew |
$1.03M - $1.25M
|
36.1K
$1.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-5.07K- 12.34% |
$145K - $176K
|
36K
$1.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-113Closed |
$3.23K - $3.93K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
23New |
$657 - $799
|
23
$916
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
128+ 0.83% |
$3.66K - $4.45K
|
15.5K
$616K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-243KClosed |
$6.94M - $8.44M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09KNew |
$59.7K - $72.6K
|
2.09K
$83.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.79KClosed |
$51.2K - $62.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
CALL |
10KNew |
$286K - $347K
|
10K
$398K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-23.1K- 67.04% |
$661K - $803K
|
11.4K
$452K
|
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.8KClosed |
$194K - $236K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83.9KNew |
$2.4M - $2.91M
|
83.9K
$3.34M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-15.9KClosed |
$453K - $551K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$1.08M - $1.32M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.63KClosed |
$275K - $335K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.25K- 20.38% |
$64.3K - $78.1K
|
8.78K
$350K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 2.22% |
$57.1 - $69.5
|
92
$3.66K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.72KNew |
$77.6K - $94.4K
|
2.72K
$108K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-57- 76.0% |
$1.63K - $1.98K
|
18
$717
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
210New |
$6K - $7.3K
|
210
$8.36K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$32.4K - $39.4K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-8.13KClosed |
$232K - $283K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14.2KNew |
$405K - $492K
|
14.2K
$564K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-20.5K- 45.76% |
$584K - $711K
|
24.2K
$965K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12KNew |
$344K - $418K
|
12K
$479K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-123- 47.31% |
$3.51K - $4.27K
|
137
$5.45K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
128+ 3.74% |
$3.66K - $4.45K
|
3.55K
$141K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-613Closed |
$17.5K - $21.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-20KClosed |
$572K - $696K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6.51KClosed |
$186K - $226K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
98+ 42.24% |
$2.8K - $3.4K
|
330
$13.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-434- 4.82% |
$12.4K - $15.1K
|
8.57K
$341K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.02KNew |
$229K - $279K
|
8.02K
$319K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.38KNew |
$39.3K - $47.8K
|
1.38K
$54.8K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-25.6KClosed |
$732K - $890K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
927KNew |
$26.5M - $32.2M
|
927K
$36.9M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.83K- 48.9% |
$167K - $203K
|
6.1K
$243K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-150KClosed |
$4.7M - $5.52M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.72KClosed |
$53.9K - $63.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.78KClosed |
$182K - $213K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-235Closed |
$7.38K - $8.67K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
11.8KNew |
$372K - $437K
|
11.8K
$471K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.83KClosed |
$215K - $252K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-684- 95.8% |
$21.5K - $25.2K
|
30
$1.19K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-184Closed |
$5.78K - $6.79K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-15.2KClosed |
$479K - $562K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
21+ 15.91% |
$660 - $775
|
153
$6.09K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-216Closed |
$6.79K - $7.97K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.14K - $3.69K
|
0
$0
|
|