Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPDW)

SPDW Quotes by TradingView

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 14, 2022 Q4 2021
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
64.7K
New
$2.28M - $2.46M
64.7K $2.63M
Feb 11, 2022 Q4 2021
Qcm Cayman, Ltd.

SELL
 -
-7.34K
Closed
$259K - $279K
0 $0
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-46
Closed
$1.62K - $1.75K
0 $0
Feb 10, 2022 Q4 2021
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-28.8K
Closed
$1.02M - $1.09M
0 $0
Feb 09, 2022 Q4 2021
Red Cedar Capital, LLC

BUY
 -
11K
New
$386K - $416K
11K $445K
Feb 08, 2022 Q4 2021
Badgley Phelps Wealth Managers, LLC

SELL
 -
-6.03K
Closed
$213K - $229K
0 $0
Feb 02, 2022 Q4 2021
O Donnell Financial Services, LLC

SELL
 -
-94.8K
Closed
$3.34M - $3.6M
0 $0
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-1.15K
Closed
$40.6K - $43.7K
0 $0
Feb 02, 2022 Q4 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-7.07K
Closed
$249K - $268K
0 $0
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

SELL
 -
-54
- 50.47%
$1.91K - $2.05K
53 $2.16K
Jan 18, 2022 Q4 2021
Pacific Financial Group Inc

SELL
 -
-5.56K
Closed
$196K - $211K
0 $0
Jan 13, 2022 Q4 2021
Tri Star Advisors Inc.

SELL
 -
-5.68K
Closed
$200K - $216K
0 $0
Q3 2021
Nov 16, 2021 Q3 2021
Parisi Gray Wealth Management

SELL
 -
-679
Closed
$24.2K - $25.9K
0 $0
Nov 15, 2021 Q3 2021
Founders Financial Securities LLC

SELL
 -
-112K
Closed
$3.99M - $4.27M
0 $0
Nov 12, 2021 Q3 2021
American International Group, Inc.

New York, NY
SELL
 -
-4.63K
Closed
$165K - $177K
0 $0
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-15.7K
Closed
$561K - $601K
0 $0
Nov 09, 2021 Q3 2021
Roof Eidam & Maycock

SELL
 -
-5.46K
Closed
$195K - $208K
0 $0
Nov 05, 2021 Q3 2021
Brr Op Co, LLC

SELL
 -
-3.41K
- 25.04%
$122K - $130K
10.2K $415K
Nov 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-5.82K
Closed
$207K - $222K
0 $0
Nov 02, 2021 Q3 2021
Cavalier Investments, LLC

SELL
 -
-80.1K
Closed
$2.86M - $3.06M
0 $0
Oct 27, 2021 Q3 2021
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-11.3K
Closed
$403K - $431K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
40.1K
New
$1.43M - $1.53M
40.1K $1.63M
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-1.82K
Closed
$65K - $69.5K
0 $0
Oct 15, 2021 Q3 2021
Insight Folios Inc

SELL
 -
-10.9K
Closed
$388K - $415K
0 $0
Oct 08, 2021 Q3 2021
Johnson Midwest Financial, LLC

SELL
 -
-41
Closed
$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 $5.4M
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-47.4K
Closed
$1.7M - $1.82M
0 $0
Aug 16, 2021 Q2 2021
Codex Capital, L.L.C.

New York, NY
BUY
 -
22.5K
New
$807K - $863K
22.5K $915K
Aug 13, 2021 Q2 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-671
Closed
$24.1K - $25.7K
0 $0
Aug 12, 2021 Q2 2021
Drw Securities, LLC

Chicago, IL
SELL
 -
-23.3K
Closed
$834K - $892K
0 $0
Aug 10, 2021 Q2 2021
Black Swift Group, LLC

Boulder, CO
SELL
 -
-83
Closed
$2.98K - $3.18K
0 $0
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-5.94K
Closed
$213K - $228K
0 $0
Aug 02, 2021 Q2 2021
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-1.03K
Closed
$36.8K - $39.3K
0 $0
Jul 30, 2021 Q2 2021
Fusion Family Wealth LLC

SELL
 -
-669
Closed
$24K - $25.6K
0 $0
Jul 28, 2021 Q2 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-381K
Closed
$13.7M - $14.6M
0 $0
Jul 26, 2021 Q2 2021
Wealthpoint, LLC

SELL
 -
-10.6K
Closed
$381K - $408K
0 $0
Jul 22, 2021 Q2 2021
Burleson & Company, LLC

SELL
 -
-26
Closed
$933 - $997
0 $0
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-196
Closed
$7.03K - $7.51K
0 $0
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-3.82K
Closed
$137K - $147K
0 $0
Jul 20, 2021 Q2 2021
Horst & Graben Wealth Management LLC

SELL
 -
-7.14K
Closed
$256K - $274K
0 $0
Jul 19, 2021 Q2 2021
Mbe Wealth Management, LLC

SELL
 -
-22.5K
Closed
$809K - $864K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-1.1K
Closed
$36.9K - $39.5K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-330
Closed
$11.1K - $11.8K
0 $0
May 13, 2021 Q1 2021
Bourgeon Capital Management LLC

BUY
 -
2.41K
New
$80.9K - $86.4K
2.41K $97.9K
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-39
Closed
$1.31K - $1.4K
0 $0
May 04, 2021 Q1 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-1
Closed
$33.6 - $35.9
0 $0
May 03, 2021 Q1 2021
Executive Wealth Management, LLC

SELL
 -
-6.96K
Closed
$234K - $250K
0 $0
Apr 16, 2021 Q1 2021
Fort Pitt Capital Group, LLC

SELL
 -
-535
Closed
$18K - $19.2K
0 $0
Q4 2020
Nov 14, 2024 Q4 2020
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-8.35K
Closed
$236K - $284K
0 $0

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