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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
658K+ 53.33% |
$22.3M - $24.8M
|
1.89M
$75.3M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-21- 0.15% |
$711 - $793
|
14.1K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.53K+ 4.04% |
$51.7K - $57.7K
|
39.3K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-644- 5.62% |
$21.8K - $24.3K
|
10.8K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 4.56% |
$82K - $91.5K
|
50.7K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13M+ 395.89% |
$174M - $194M
|
6.43M
$256M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.31K+ 1.26% |
$112K - $125K
|
266K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-140- 1.6% |
$4.74K - $5.29K
|
8.59K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.76K+ 8.34% |
$93.4K - $104K
|
35.9K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.15K- 10.6% |
$208K - $232K
|
51.8K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
985+ 3.57% |
$33.3K - $37.2K
|
28.6K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
170+ 1.82% |
$5.75K - $6.42K
|
9.52K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.09% |
$33.8 - $37.8
|
1.06K
$42.2K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.3K+ 2.24% |
$43.8K - $48.9K
|
59K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
20.1K+ 6.98% |
$679K - $758K
|
308K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
89+ 1.3% |
$3.01K - $3.36K
|
6.95K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91.1K- 3.75% |
$3.08M - $3.44M
|
2.34M
$93.1M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.78K- 9.43% |
$60.2K - $67.2K
|
17.1K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 11.71% |
$912K - $1.02M
|
203K
$8.09M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
676+ 1.79% |
$22.9K - $25.5K
|
38.4K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.32K+ 87.0% |
$180K - $201K
|
11.4K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 2.11% |
$121K - $135K
|
165K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-14.9K- 4.26% |
$504K - $562K
|
334K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
30.5K+ 11.12% |
$1.03M - $1.15M
|
305K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
784+ 10.4% |
$26.5K - $29.6K
|
8.32K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-14.9K- 14.27% |
$506K - $564K
|
89.8K
$3.57M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
208K+ 85.43% |
$7.03M - $7.85M
|
451K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-383- 1.42% |
$13K - $14.5K
|
26.6K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.95KNew |
$201K - $225K
|
5.95K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-826- 3.03% |
$28K - $31.2K
|
26.4K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.89KNew |
$335K - $374K
|
9.89K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 0.89% |
$5.75K - $6.42K
|
18.9K
$753K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-726- 15.41% |
$24.6K - $27.4K
|
3.99K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.21K- 9.43% |
$278K - $310K
|
78.8K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-147K- 10.33% |
$4.96M - $5.54M
|
1.27M
$50.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.67K+ 31.24% |
$90.2K - $101K
|
11.2K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
BUY
|
- |
475K+ 209.16% |
$16.1M - $17.9M
|
702K
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12K+ 8.47% |
$407K - $454K
|
154K
$6.13M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.46KNew |
$151K - $168K
|
4.46K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-220- 2.03% |
$7.44K - $8.31K
|
10.6K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.84K+ 113.37% |
$265K - $296K
|
14.8K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.21KNew |
$311K - $348K
|
9.21K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.18K- 4.82% |
$141K - $158K
|
82.5K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
940+ 12.47% |
$31.8K - $35.5K
|
8.48K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25K+ 12.04% |
$847K - $945K
|
233K
$9.26M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-122K- 5.48% |
$4.14M - $4.62M
|
2.11M
$84M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 22.99% |
$55.7K - $62.2K
|
5.51K
$220K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
30.9K+ 53.27% |
$1.05M - $1.17M
|
89K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14.8K- 6.46% |
$499K - $557K
|
214K
$8.51M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
296KNew |
$10M - $11.2M
|
296K
$11.8M
|