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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.82KClosed |
$65K - $69.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-10.9KClosed |
$388K - $415K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-41Closed |
$1.46K - $1.56K
|
0
$0
|
|
| Q2 2021 | |||||||
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-81.1K- 37.93% |
$2.91M - $3.11M
|
133K
$5.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-47.4KClosed |
$1.7M - $1.82M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
22.5KNew |
$807K - $863K
|
22.5K
$896K
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-671Closed |
$24.1K - $25.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-23.3KClosed |
$834K - $892K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-83Closed |
$2.98K - $3.18K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.94KClosed |
$213K - $228K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.03KClosed |
$36.8K - $39.3K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-669Closed |
$24K - $25.6K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-381KClosed |
$13.7M - $14.6M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-10.6KClosed |
$381K - $408K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-26Closed |
$933 - $997
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-196Closed |
$7.03K - $7.51K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3.82KClosed |
$137K - $147K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.14KClosed |
$256K - $274K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-22.5KClosed |
$809K - $864K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.1KClosed |
$36.9K - $39.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-330Closed |
$11.1K - $11.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.41KNew |
$80.9K - $86.4K
|
2.41K
$95.8K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-39Closed |
$1.31K - $1.4K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1Closed |
$33.6 - $35.9
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.96KClosed |
$234K - $250K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-535Closed |
$18K - $19.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-8.35KClosed |
$236K - $284K
|
0
$0
|
|
|
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
$836
|
|
| 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
$3.16M
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.1K- 45.65% |
$58.2K - $63.4K
|
2.5K
$99.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.7K- 20.53% |
$186K - $202K
|
25.9K
$1.03M
|
|
|
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
$665K
|
|
|
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
$717K
|
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-64.5KClosed |
$1.48M - $1.89M
|
0
$0
|
|