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 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-517K- 19.91% |
$17.5M - $19.5M
|
2.08M
$82.7M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-278- 3.11% |
$9.41K - $10.5K
|
8.66K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-16.8M- 76.54% |
$569M - $636M
|
5.16M
$205M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
36.1K+ 43.46% |
$1.22M - $1.36M
|
119K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-33.4K- 15.16% |
$1.13M - $1.26M
|
187K
$7.44M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
6.44K+ 39.85% |
$218K - $243K
|
22.6K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
54.4K+ 32.91% |
$1.84M - $2.06M
|
220K
$8.75M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
30.5K+ 46.8% |
$1.03M - $1.15M
|
95.7K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
445K+ 178.8% |
$15.1M - $16.8M
|
694K
$27.6M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
145K+ 43.25% |
$4.91M - $5.48M
|
481K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
422+ 5.55% |
$14.3K - $15.9K
|
8.03K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-53.5K- 77.83% |
$1.81M - $2.02M
|
15.2K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-38.9K- 22.37% |
$1.32M - $1.47M
|
135K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
184+ 0.09% |
$6.23K - $6.95K
|
202K
$8.06M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.91K- 8.96% |
$132K - $148K
|
39.7K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.3K+ 93.85% |
$620K - $692K
|
37.9K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89.6K+ 4.89% |
$3.03M - $3.38M
|
1.92M
$76.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-560- 2.78% |
$19K - $21.2K
|
19.6K
$780K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
107K+ 15.03% |
$3.61M - $4.03M
|
817K
$32.5M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-119- 3.91% |
$4.03K - $4.49K
|
2.93K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-113K- 21.9% |
$3.84M - $4.28M
|
404K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
600+ 1.83% |
$20.3K - $22.7K
|
33.5K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
741K+ 35.62% |
$25.1M - $28M
|
2.82M
$112M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.2K- 29.4% |
$515K - $575K
|
36.5K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-123K- 57.93% |
$4.15M - $4.64M
|
89.1K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
131KNew |
$4.42M - $4.94M
|
131K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-933- 3.32% |
$31.6K - $35.2K
|
27.2K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
5.8KNew |
$196K - $219K
|
5.8K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-62.4K- 59.21% |
$2.11M - $2.36M
|
43K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
55.2K+ 27.23% |
$1.87M - $2.09M
|
258K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-115K- 4.93% |
$3.91M - $4.36M
|
2.23M
$88.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
22.4K+ 28.99% |
$757K - $845K
|
99.5K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-49.6K- 21.98% |
$1.68M - $1.87M
|
176K
$7.01M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-122- 1.44% |
$4.13K - $4.61K
|
8.34K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.54K- 3.51% |
$52K - $58.1K
|
42.3K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-657- 2.55% |
$22.2K - $24.8K
|
25.1K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 4.06% |
$846 - $944
|
641
$25.5K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 3.84% |
$68.5K - $76.5K
|
54.8K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 0.54% |
$2.33K - $2.61K
|
12.9K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12K- 38.93% |
$407K - $455K
|
18.9K
$752K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 0.65% |
$168K - $188K
|
772K
$30.7M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.54KNew |
$221K - $247K
|
6.54K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.1K+ 18.04% |
$409K - $456K
|
79K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-154K- 18.68% |
$5.2M - $5.8M
|
669K
$26.6M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-16K- 6.98% |
$540K - $603K
|
213K
$8.47M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.09K+ 1.22% |
$70.7K - $78.9K
|
174K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
37.2K+ 7.32% |
$1.26M - $1.4M
|
545K
$21.7M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.57K- 21.68% |
$86.9K - $97K
|
9.28K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
449+ 0.24% |
$15.2K - $17K
|
186K
$7.42M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-528- 6.16% |
$17.9K - $19.9K
|
8.04K
$320K
|