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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-29.1K- 1.03% |
$986K - $1.1M
|
2.81M
$112M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
31.2K+ 27.47% |
$1.05M - $1.18M
|
145K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71.7K+ 11.79% |
$2.42M - $2.71M
|
679K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 0.03% |
$75.6K - $84.4K
|
7.28M
$290M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22- 0.08% |
$744 - $831
|
25.9K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
79New |
$2.67K - $2.98K
|
79
$3.14K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.34K+ 1.94% |
$181K - $202K
|
281K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-940- 5.48% |
$31.8K - $35.5K
|
16.2K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$440 - $491
|
13
$518
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
726+ 1.29% |
$24.6K - $27.4K
|
57.2K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.95M- 79.39% |
$66M - $73.7M
|
507K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
355KNew |
$12M - $13.4M
|
355K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.4KNew |
$217K - $242K
|
6.4K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-16.4K- 11.73% |
$556K - $620K
|
124K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
9.19KNew |
$311K - $347K
|
9.19K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
326K+ 5.59% |
$11M - $12.3M
|
6.16M
$245M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36+ 1.14% |
$1.22K - $1.36K
|
3.19K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.82K+ 0.74% |
$231K - $258K
|
924K
$36.8M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-731- 4.17% |
$24.7K - $27.6K
|
16.8K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-109K- 94.29% |
$3.69M - $4.12M
|
6.6K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
409K+ 436.81% |
$13.8M - $15.5M
|
503K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-30.3K- 28.57% |
$1.02M - $1.14M
|
75.7K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-22- 0.3% |
$744 - $831
|
7.27K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
8+ 0.01% |
$271 - $302
|
61.1K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.5K- 4.18% |
$2.18M - $2.44M
|
1.48M
$58.9M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 157.14% |
$4.84K - $5.4K
|
234
$9.32K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 6.37% |
$1.22K - $1.36K
|
601
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-279K- 79.61% |
$9.45M - $10.5M
|
71.6K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-478- 3.81% |
$16.2K - $18.1K
|
12.1K
$481K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.33K- 5.72% |
$78.8K - $88K
|
38.4K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-399K- 95.69% |
$13.5M - $15.1M
|
18K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 1.17% |
$83.8K - $93.5K
|
209K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-102K- 45.64% |
$3.46M - $3.86M
|
122K
$4.85M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-29.1K- 72.63% |
$984K - $1.1M
|
11K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.7K+ 39.24% |
$193K - $215K
|
20.2K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.07K- 2.84% |
$36.2K - $40.4K
|
36.6K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
328+ 0.57% |
$11.1K - $12.4K
|
57.6K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
174+ 2.45% |
$5.89K - $6.57K
|
7.26K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.33M- 92.2% |
$45.1M - $50.3M
|
113K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.57% |
$112K - $125K
|
35.4K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-487K- 10.84% |
$16.5M - $18.4M
|
4.01M
$160M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.03K+ 8.3% |
$102K - $114K
|
39.5K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.53M- 2.3% |
$51.9M - $58M
|
65.2M
$2.6B
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-68- 3.62% |
$2.3K - $2.57K
|
1.81K
$72K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.64K- 4.39% |
$225K - $251K
|
144K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.4K+ 5.79% |
$555K - $619K
|
300K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-83- 0.43% |
$2.81K - $3.13K
|
19.2K
$763K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
258KNew |
$8.72M - $9.73M
|
258K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
419K+ 151.96% |
$14.2M - $15.8M
|
695K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53K- 62.35% |
$1.79M - $2M
|
32K
$1.27M
|