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 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-941- 5.47% |
$32.1K - $35.1K
|
16.3K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 0.98% |
$535K - $585K
|
1.58M
$57.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.95K+ 22.59% |
$237K - $260K
|
37.7K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.79K- 5.13% |
$300K - $328K
|
162K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
307+ 0.8% |
$10.5K - $11.5K
|
38.7K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
7.37K+ 4.51% |
$251K - $275K
|
171K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.26K- 9.23% |
$43.1K - $47.2K
|
12.4K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.6K- 12.62% |
$54.7K - $59.8K
|
11.1K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.1K+ 14.04% |
$960K - $1.05M
|
228K
$8.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
29+ 4.84% |
$990 - $1.08K
|
628
$23K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 1.39% |
$50.1K - $54.8K
|
107K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
257+ 3.76% |
$8.77K - $9.6K
|
7.09K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.39K- 29.99% |
$150K - $164K
|
10.2K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
22.3K+ 299.56% |
$760K - $831K
|
29.7K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
771+ 9.42% |
$26.3K - $28.8K
|
8.95K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40.6K- 16.68% |
$1.39M - $1.52M
|
203K
$7.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
174K+ 43.57% |
$5.94M - $6.5M
|
574K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.66K+ 6.44% |
$193K - $211K
|
93.6K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.25K- 3.74% |
$42.8K - $46.8K
|
32.2K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
3.21KNew |
$110K - $120K
|
3.21K
$118K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.36K- 10.14% |
$217K - $237K
|
56.3K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.9K- 0.94% |
$201K - $220K
|
624K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.09K- 3.34% |
$140K - $153K
|
118K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25.4K- 2.63% |
$867K - $948K
|
940K
$34.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.74K- 19.64% |
$93.4K - $102K
|
11.2K
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
872+ 4.22% |
$29.8K - $32.6K
|
21.5K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.82K- 17.77% |
$301K - $329K
|
40.8K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
906+ 3.5% |
$30.9K - $33.8K
|
26.8K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
116KNew |
$3.95M - $4.32M
|
116K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
65.6K+ 18.92% |
$2.24M - $2.45M
|
412K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.77KNew |
$265K - $290K
|
7.77K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
138K+ 17.93% |
$4.71M - $5.15M
|
907K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-222- 1.63% |
$7.58K - $8.29K
|
13.4K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.04K- 10.34% |
$240K - $263K
|
61.1K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.5K- 90.15% |
$733K - $803K
|
2.35K
$85.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.24K+ 2.95% |
$76.3K - $83.6K
|
78.1K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.3K- 8.97% |
$1.75M - $1.92M
|
521K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-969- 2.91% |
$33.1K - $36.2K
|
32.3K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
21.9K+ 6.42% |
$747K - $817K
|
363K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
87.3K+ 17.02% |
$2.98M - $3.26M
|
600K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.7K- 14.16% |
$58.1K - $63.6K
|
10.3K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.42K- 12.49% |
$48.4K - $53K
|
9.94K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
904+ 3.7% |
$30.9K - $33.8K
|
25.4K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-68- 0.75% |
$2.32K - $2.54K
|
8.96K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.14K- 1.72% |
$141K - $155K
|
237K
$8.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.48K- 0.39% |
$50.4K - $55.2K
|
382K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-117K- 37.25% |
$4.01M - $4.39M
|
198K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12KNew |
$409K - $447K
|
12K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.19K- 3.55% |
$143K - $156K
|
114K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.86K+ 16.16% |
$97.6K - $107K
|
20.5K
$752K
|