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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.17MNew |
$39.7M - $44.3M
|
1.17M
$46.7M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
379+ 2.33% |
$12.8K - $14.3K
|
16.6K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-10.4K- 21.75% |
$351K - $392K
|
37.4K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-587- 1.06% |
$19.9K - $22.2K
|
54.8K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-659- 2.62% |
$22.3K - $24.9K
|
24.5K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-684- 5.13% |
$23.1K - $25.8K
|
12.6K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$102 - $113
|
3.85K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65KClosed |
$55.8K - $62.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62K+ 59.75% |
$2.1M - $2.34M
|
166K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
81+ 0.76% |
$2.74K - $3.06K
|
10.8K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25.2K+ 8.35% |
$854K - $953K
|
328K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.43K- 8.34% |
$285K - $318K
|
92.7K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-134K- 26.68% |
$4.53M - $5.06M
|
368K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21.9K+ 5.72% |
$742K - $828K
|
405K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-135K- 94.97% |
$4.57M - $5.1M
|
7.15K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
5+ 0.42% |
$169 - $189
|
1.19K
$47.3K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.34K- 15.59% |
$248K - $277K
|
39.7K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76.7K+ 2.93% |
$2.6M - $2.9M
|
2.69M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-682K- 73.37% |
$23.1M - $25.8M
|
247K
$9.85M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.49K- 10.54% |
$118K - $132K
|
29.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
125K+ 144.74% |
$4.25M - $4.74M
|
212K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 1356.3% |
$226K - $252K
|
7.17K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
7.99K+ 7.46% |
$270K - $302K
|
115K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-748- 2.73% |
$25.3K - $28.3K
|
26.7K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23K- 16.44% |
$780K - $870K
|
117K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-633K- 9.19% |
$21.4M - $23.9M
|
6.25M
$249M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-162K- 6.02% |
$5.47M - $6.11M
|
2.52M
$100M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.24K+ 1.75% |
$110K - $122K
|
188K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.6K+ 5.01% |
$1.38M - $1.54M
|
852K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-76- 0.31% |
$2.57K - $2.87K
|
24.1K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22KNew |
$41.3K - $46.1K
|
1.22K
$48.6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 23.93% |
$41.8K - $46.6K
|
6.4K
$255K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 13.66% |
$119K - $132K
|
29.1K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-401K- 14.69% |
$13.6M - $15.1M
|
2.33M
$92.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 1.64% |
$5.08K - $5.67K
|
8.97K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.01K- 4.04% |
$34.1K - $38K
|
23.9K
$952K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
117K+ 1173.05% |
$3.94M - $4.4M
|
127K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
109K+ 7.44% |
$3.69M - $4.12M
|
1.58M
$62.8M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-22.5K- 12.74% |
$761K - $850K
|
154K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.59K- 26.42% |
$291K - $325K
|
23.9K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.37K+ 6.09% |
$46.4K - $51.8K
|
23.9K
$951K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-7.86K- 8.24% |
$266K - $297K
|
87.5K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
319+ 1.97% |
$10.8K - $12K
|
16.5K
$656K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.36K- 4.23% |
$249K - $278K
|
166K
$6.63M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
42.8K+ 95.01% |
$1.45M - $1.62M
|
87.8K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-703- 0.45% |
$23.8K - $26.6K
|
155K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-524- 4.38% |
$17.7K - $19.8K
|
11.5K
$456K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
34+ 0.19% |
$1.15K - $1.28K
|
17.6K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.16K+ 4.1% |
$73.1K - $81.6K
|
54.8K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-4.92K- 1.37% |
$167K - $186K
|
353K
$14.1M
|