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 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-33.2KClosed |
$1.04M - $1.23M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-8.14KClosed |
$256K - $301K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-45.5KClosed |
$1.43M - $1.68M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.95KClosed |
$218K - $257K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-869Closed |
$27.3K - $32.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 20.76% |
$39.2K - $46.1K
|
7.27K
$289K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
68KNew |
$2.14M - $2.51M
|
68K
$2.71M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.2KClosed |
$384K - $451K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-12KClosed |
$377K - $443K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.51KClosed |
$110K - $130K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-219KClosed |
$6.88M - $8.08M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-70Closed |
$2.2K - $2.58K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-253- 2.07% |
$7.95K - $9.34K
|
12K
$477K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-626Closed |
$19.7K - $23.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.21KClosed |
$195K - $229K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-18.9KClosed |
$595K - $699K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.55KClosed |
$175K - $205K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
70+ 53.85% |
$2.2K - $2.58K
|
200
$7.96K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.32KNew |
$72.9K - $85.6K
|
2.32K
$92.3K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.32KNew |
$72.9K - $85.6K
|
2.32K
$92.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-306Closed |
$9.61K - $11.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-5.67KClosed |
$178K - $209K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-8.48KClosed |
$266K - $313K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-6.61KClosed |
$208K - $244K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
851New |
$30K - $32.3K
|
851
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-350- 21.89% |
$12.3K - $13.3K
|
1.25K
$49.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.18KClosed |
$41.5K - $44.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
64.7KNew |
$2.28M - $2.46M
|
64.7K
$2.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.34KClosed |
$259K - $279K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-46Closed |
$1.62K - $1.75K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-28.8KClosed |
$1.02M - $1.09M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
11KNew |
$386K - $416K
|
11K
$436K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-6.03KClosed |
$213K - $229K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-94.8KClosed |
$3.34M - $3.6M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.15KClosed |
$40.6K - $43.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-7.07KClosed |
$249K - $268K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 50.47% |
$1.91K - $2.05K
|
53
$2.11K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208Closed |
$7.34K - $7.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.56KClosed |
$196K - $211K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-5.68KClosed |
$200K - $216K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-679Closed |
$24.2K - $25.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-112KClosed |
$3.99M - $4.27M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.63KClosed |
$165K - $177K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-15.7KClosed |
$561K - $601K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.46KClosed |
$195K - $208K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-3.41K- 25.04% |
$122K - $130K
|
10.2K
$406K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5.82KClosed |
$207K - $222K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-80.1KClosed |
$2.86M - $3.06M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11.3KClosed |
$403K - $431K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40.1KNew |
$1.43M - $1.53M
|
40.1K
$1.6M
|
|