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 |
|---|---|---|---|---|---|---|---|
|
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 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
$527K
|
|
|
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
$169K
|
|
|
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
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.63KClosed |
$158K - $242K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-335Closed |
$6.94K - $10.6K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
49New |
$1.01K - $1.56K
|
49
$1.95K
|
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$245K - $376K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-391KClosed |
$11.2M - $12.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-4.93K- 95.77% |
$141K - $156K
|
218
$8.68K
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
97+ 0.37% |
$2.77K - $3.07K
|
26.2K
$1.04M
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-66.5KClosed |
$1.9M - $2.11M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.16KClosed |
$261K - $290K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-41KClosed |
$1.17M - $1.3M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-368Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-545Closed |
$15.9K - $16.2K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-734Closed |
$21.4K - $21.8K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-575Closed |
$16.7K - $17.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.26KClosed |
$94.9K - $96.7K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.4KClosed |
$215K - $219K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-18.5KClosed |
$537K - $548K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-71.8K- 71.12% |
$2.09M - $2.13M
|
29.2K
$1.16M
|
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.06KClosed |
$89.1K - $90.8K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
16.3KNew |
$475K - $484K
|
16.3K
$650K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
700+ 70000.0% |
N/A
|
701
$27.9K
|
|
|
Aug 07, 2019
Q2 2019
|
Holistic Financial Partners
|
SELL
|
- |
-182KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.11KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|