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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.31KNew |
$318K - $348K
|
9.31K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.43KNew |
$219K - $240K
|
6.43K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-150- 0.58% |
$5.12K - $5.6K
|
25.8K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.38KNew |
$286K - $313K
|
8.38K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-170K- 86.82% |
$5.8M - $6.35M
|
25.8K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
42.1KNew |
$1.44M - $1.57M
|
42.1K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 5.83% |
$629K - $688K
|
334K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
965+ 1.21% |
$32.9K - $36K
|
80.4K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
27.3K+ 34.22% |
$933K - $1.02M
|
107K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
56+ 1.39% |
$1.91K - $2.09K
|
4.09K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$846K - $925K
|
24.8K
$907K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.35K+ 5.03% |
$80.1K - $87.7K
|
49K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-129K- 66.02% |
$4.39M - $4.81M
|
66.3K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
12.7KNew |
$432K - $473K
|
12.7K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11.5K+ 7.32% |
$394K - $431K
|
169K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-249- 0.46% |
$8.5K - $9.3K
|
53.8K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 4.19% |
$41.7K - $45.6K
|
28K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7.5K+ 7.72% |
$256K - $280K
|
105K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.2% |
$4.57K - $5K
|
11.3K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
861+ 15.31% |
$29.4K - $32.2K
|
6.49K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7K+ 9.87% |
$57.9K - $63.3K
|
18.9K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-4.03K- 12.89% |
$138K - $151K
|
27.3K
$998K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-40.7K- 39.73% |
$1.39M - $1.52M
|
61.8K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.28% |
$171 - $187
|
1.8K
$66K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
7.11K+ 47.0% |
$243K - $265K
|
22.2K
$813K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.1% |
$34.1 - $37.4
|
92
$3.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.4K+ 5.04% |
$729K - $798K
|
445K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.08KNew |
$310K - $339K
|
9.08K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-5.33K- 1.76% |
$182K - $199K
|
297K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
12.7K+ 4.76% |
$432K - $473K
|
279K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
20+ 0.07% |
$683 - $747
|
27K
$989K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
73New |
$2.49K - $2.73K
|
73
$2.67K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
177New |
$6.04K - $6.61K
|
177
$6.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.7KNew |
$774K - $847K
|
22.7K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
66.2K+ 36.2% |
$2.26M - $2.47M
|
249K
$9.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.3K+ 283.68% |
$762K - $834K
|
30.2K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.24K- 0.7% |
$42.5K - $46.5K
|
177K
$6.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.75K- 0.76% |
$59.9K - $65.5K
|
230K
$8.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.8K+ 45.38% |
$437K - $478K
|
41K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.6K- 29.99% |
$2.58M - $2.82M
|
177K
$6.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 28.66% |
$695K - $760K
|
50.6K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.06K+ 4.19% |
$241K - $264K
|
176K
$6.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
189K+ 12.8% |
$6.46M - $7.06M
|
1.67M
$61M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.27K+ 12.66% |
$77.5K - $84.9K
|
20.2K
$740K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-157- 0.84% |
$5.36K - $5.86K
|
18.5K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 105.89% |
$543K - $594K
|
30.9K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.83% |
$17.1K - $18.7K
|
12.5K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.01KNew |
$273K - $299K
|
8.01K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-95K- 4.08% |
$3.24M - $3.55M
|
2.23M
$81.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
161+ 1.72% |
$5.49K - $6.01K
|
9.54K
$349K
|