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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.4KClosed |
$350K - $421K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27.6KClosed |
$782K - $940K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.66KClosed |
$75.4K - $90.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9.28KClosed |
$263K - $316K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
21New |
$594 - $715
|
21
$769
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-8.19KClosed |
$227K - $247K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79.4KNew |
$2.2M - $2.4M
|
79.4K
$2.91M
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.1K- 45.65% |
$58.2K - $63.4K
|
2.5K
$91.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.7K- 20.53% |
$186K - $202K
|
25.9K
$949K
|
|
|
Nov 10, 2020
Q3 2020
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-675KClosed |
$18.7M - $20.4M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.16KClosed |
$87.7K - $95.5K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-232KClosed |
$6.43M - $7M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-29.4KClosed |
$815K - $887K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-7.48KClosed |
$207K - $226K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-14.5KClosed |
$403K - $438K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-160Closed |
$4.44K - $4.83K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.9KClosed |
$408K - $523K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.63K+ 10.81% |
$37.3K - $47.8K
|
16.7K
$612K
|
|
|
Aug 17, 2020
Q2 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-517KClosed |
$11.8M - $15.2M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.2KClosed |
$233K - $299K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.88KClosed |
$112K - $143K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
18KNew |
$412K - $527K
|
18K
$659K
|
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-64.5KClosed |
$1.48M - $1.89M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30.5KClosed |
$698K - $894K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-218Closed |
$4.99K - $6.39K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.81KClosed |
$156K - $200K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-141KClosed |
$3.24M - $4.14M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12.3KClosed |
$282K - $361K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29KClosed |
$663K - $850K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-167Closed |
$3.82K - $4.89K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.86KClosed |
$203K - $260K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-21.4KClosed |
$489K - $626K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-115Closed |
$2.63K - $3.37K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.3KClosed |
$419K - $536K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-26.6KClosed |
$609K - $781K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-80Closed |
$1.83K - $2.34K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-91Closed |
$2.08K - $2.67K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-59KClosed |
$1.35M - $1.73M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 02, 2024
Q1 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-417- 3.05% |
$8.64K - $13.3K
|
13.3K
$485K
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-5.6KClosed |
$116K - $178K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-54.2KClosed |
$1.12M - $1.72M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-36.3KClosed |
$752K - $1.15M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-8.62KClosed |
$178K - $274K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-28KClosed |
$579K - $889K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.25KNew |
$88K - $135K
|
4.25K
$156K
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-395Closed |
$8.18K - $12.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.5KClosed |
$279K - $428K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.64KClosed |
$54.7K - $84K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6.4KClosed |
$133K - $204K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.44KClosed |
$154K - $236K
|
0
$0
|
|