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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
114New |
$3.89K - $4.26K
|
114
$4.17K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
55.5K+ 18.57% |
$1.89M - $2.07M
|
354K
$13M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-73- 0.91% |
$2.49K - $2.73K
|
7.93K
$290K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-683- 1.06% |
$23.3K - $25.5K
|
63.5K
$2.33M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
5K+ 9.42% |
$171K - $187K
|
58.1K
$2.13M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
76.8KNew |
$2.62M - $2.87M
|
76.8K
$2.81M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.34K- 28.33% |
$114K - $125K
|
8.46K
$310K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
6.76KNew |
$231K - $253K
|
6.76K
$247K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
647+ 0.32% |
$22.1K - $24.2K
|
202K
$7.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-224K- 49.85% |
$7.65M - $8.38M
|
226K
$8.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-57.4K- 7.86% |
$1.96M - $2.14M
|
673K
$24.6M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
65.2KNew |
$2.23M - $2.44M
|
65.2K
$2.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
106KNew |
$3.61M - $3.95M
|
106K
$3.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.18K+ 12.69% |
$40.1K - $43.9K
|
10.4K
$382K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$237K - $259K
|
6.94K
$254K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.37% |
$68.3 - $74.7
|
542
$19.8K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.46K- 27.46% |
$118K - $129K
|
9.15K
$335K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 20.75% |
$386K - $422K
|
43.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.06KNew |
$36.3K - $39.7K
|
1.06K
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 15.67% |
$54.3K - $59.4K
|
11.7K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40K- 1.52% |
$1.36M - $1.49M
|
2.6M
$95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
680+ 2.54% |
$23.2K - $25.4K
|
27.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.4K+ 5.26% |
$2.1M - $2.29M
|
1.23M
$45M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.32K+ 3.73% |
$45K - $49.3K
|
36.7K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$253K - $277K
|
7.42K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 5.66% |
$1.35M - $1.48M
|
659K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 18.46% |
$1.2M - $1.31M
|
155K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
856K+ 12.3% |
$29.2M - $32M
|
7.82M
$286M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.12% |
$512 - $560
|
12.9K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.07K+ 1.52% |
$207K - $227K
|
405K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.89KNew |
$235K - $257K
|
6.89K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
859New |
$29.3K - $32.1K
|
859
$31.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
241K+ 4.22% |
$8.22M - $8.99M
|
5.94M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-201K- 3.71% |
$6.87M - $7.52M
|
5.22M
$191M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
134+ 0.22% |
$4.57K - $5K
|
62.4K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-893- 4.77% |
$30.5K - $33.4K
|
17.8K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.03K+ 1.02% |
$69.4K - $75.9K
|
201K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
895KNew |
$30.6M - $33.4M
|
895K
$32.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-29.2K- 12.89% |
$998K - $1.09M
|
198K
$7.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
26.5KNew |
$906K - $992K
|
26.5K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.35K- 17.16% |
$114K - $125K
|
16.2K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
488+ 7.6% |
$16.7K - $18.2K
|
6.91K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52.6K+ 5.71% |
$1.8M - $1.97M
|
975K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.34M- 15.52% |
$45.6M - $49.9M
|
7.28M
$266M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10.1K- 1.33% |
$344K - $376K
|
749K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.8K+ 275.06% |
$1.29M - $1.41M
|
51.5K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46.6K+ 12.58% |
$1.59M - $1.74M
|
417K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.28K- 7.63% |
$77.9K - $85.3K
|
27.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-239K- 49.64% |
$8.16M - $8.93M
|
243K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.52K+ 5.06% |
$85.9K - $94K
|
52.3K
$1.91M
|