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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.4K- 30.52% |
$792K - $884K
|
53.3K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.6K+ 5.22% |
$189K - $211K
|
113K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 4.53% |
$143K - $160K
|
89.1K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
125KNew |
$4.21M - $4.7M
|
125K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.6K+ 156.35% |
$358K - $399K
|
17.3K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
21.8KNew |
$737K - $822K
|
21.8K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 15.97% |
$394K - $440K
|
84.6K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.46K- 0.64% |
$83.2K - $92.8K
|
382K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-282- 1.01% |
$9.54K - $10.7K
|
27.7K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.66K+ 5.47% |
$225K - $251K
|
128K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08K- 5.56% |
$36.6K - $40.9K
|
18.4K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.62K+ 23.03% |
$156K - $174K
|
24.7K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
47.1K+ 45.0% |
$1.59M - $1.78M
|
152K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.14K- 2.88% |
$276K - $308K
|
274K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-389- 0.1% |
$13.2K - $14.7K
|
376K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-914- 0.89% |
$30.9K - $34.5K
|
102K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.66K- 18.05% |
$90.1K - $101K
|
12.1K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
145K+ 4.57% |
$4.89M - $5.46M
|
3.31M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-6.52K- 2.57% |
$221K - $246K
|
247K
$9.84M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
1.16K+ 16.58% |
$39.4K - $43.9K
|
8.18K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.34M - $1.49M
|
39.5K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.95K- 4.73% |
$303K - $338K
|
180K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.3K+ 0.35% |
$415K - $463K
|
3.49M
$139M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.25K+ 76.07% |
$245K - $274K
|
16.8K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
163K+ 47.88% |
$5.51M - $6.15M
|
503K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.35K+ 8.21% |
$113K - $127K
|
44.2K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26.4K- 8.13% |
$894K - $997K
|
298K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.86K- 4.76% |
$62.9K - $70.3K
|
37.2K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.7K+ 2.41% |
$1.11M - $1.23M
|
1.39M
$55.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
703K+ 32.88% |
$23.8M - $26.6M
|
2.84M
$113M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-19K- 17.48% |
$643K - $718K
|
89.7K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
89K+ 41.13% |
$3.01M - $3.36M
|
305K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
382KNew |
$12.9M - $14.4M
|
382K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.77K- 6.41% |
$229K - $256K
|
98.8K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-135K- 90.46% |
$4.55M - $5.08M
|
14.2K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
5.58K+ 347.29% |
$189K - $211K
|
7.19K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.55K+ 1.44% |
$120K - $134K
|
250K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.53K+ 130.27% |
$289K - $322K
|
15.1K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.9K+ 5.85% |
$437K - $488K
|
234K
$9.3M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75- 1.09% |
$2.54K - $2.83K
|
6.83K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.86K- 13.28% |
$165K - $184K
|
31.8K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.8K+ 18.36% |
$162K - $181K
|
30.9K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.8KNew |
$364K - $406K
|
10.8K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
90.7KNew |
$3.07M - $3.43M
|
90.7K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
63.4K+ 17.95% |
$2.15M - $2.39M
|
417K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.27K+ 6.51% |
$43K - $48K
|
20.8K
$827K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-47- 0.19% |
$1.59K - $1.78K
|
25K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
220K+ 15.43% |
$7.44M - $8.31M
|
1.65M
$65.5M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.55K- 27.32% |
$154K - $172K
|
12.1K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.15K+ 26.73% |
$174K - $195K
|
24.4K
$972K
|