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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
54K+ 3.38% |
$1.84M - $2.02M
|
1.65M
$60.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.35K+ 5.18% |
$80K - $87.6K
|
47.6K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.57K+ 3.6% |
$53.6K - $58.7K
|
45.2K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 28.17% |
$1.32M - $1.44M
|
176K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
854+ 3.36% |
$29.1K - $31.9K
|
26.2K
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.78K+ 0.79% |
$60.9K - $66.6K
|
229K
$8.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 4.94% |
$61K - $66.7K
|
38K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
31.9K+ 4.92% |
$1.09M - $1.19M
|
681K
$24.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-823- 0.91% |
$28.1K - $30.7K
|
89.8K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.45K- 3.4% |
$118K - $129K
|
98K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.86K+ 10.12% |
$337K - $368K
|
107K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
68.1K+ 5.16% |
$2.32M - $2.54M
|
1.39M
$50.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.02K+ 0.83% |
$103K - $113K
|
368K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
283+ 1.05% |
$9.66K - $10.6K
|
27.2K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
22New |
$751 - $822
|
22
$805
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.77K+ 2.13% |
$333K - $365K
|
469K
$17.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.28K+ 0.44% |
$43.7K - $47.8K
|
295K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-8.96K- 14.66% |
$306K - $335K
|
52.2K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19.9K+ 121.04% |
$678K - $742K
|
36.3K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
127+ 1.77% |
$4.33K - $4.74K
|
7.29K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
72+ 2.97% |
$2.46K - $2.69K
|
2.5K
$91.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-66- 12.31% |
$2.25K - $2.47K
|
470
$17.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.57K- 15.25% |
$224K - $245K
|
36.5K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.41K+ 10.82% |
$116K - $127K
|
34.9K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-9.3K- 5.49% |
$318K - $348K
|
160K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-250- 0.64% |
$8.53K - $9.34K
|
38.8K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.53K+ 1.86% |
$189K - $207K
|
303K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.51K+ 4.33% |
$188K - $206K
|
133K
$4.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.5K+ 36.23% |
$530K - $580K
|
58.3K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 9.7% |
$796K - $872K
|
264K
$9.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.63K+ 7.44% |
$89.8K - $98.3K
|
38K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.83K+ 5.38% |
$335K - $367K
|
192K
$7.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.99K+ 4.63% |
$341K - $373K
|
226K
$8.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.11K- 15.56% |
$38K - $41.5K
|
6.03K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-411- 0.16% |
$14K - $15.4K
|
260K
$9.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-178- 1.85% |
$6.08K - $6.65K
|
9.46K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.67K+ 17.29% |
$56.8K - $62.2K
|
11.3K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
252+ 1.27% |
$8.6K - $9.41K
|
20.1K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-52.6K- 38.27% |
$1.8M - $1.97M
|
84.9K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
63+ 0.45% |
$2.15K - $2.35K
|
14.1K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-43.2K- 3.61% |
$1.47M - $1.61M
|
1.15M
$42.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-682- 2.91% |
$23.3K - $25.5K
|
22.8K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
182KNew |
$6.22M - $6.81M
|
182K
$6.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10.8KNew |
$370K - $405K
|
10.8K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
853+ 1.64% |
$29.1K - $31.9K
|
53K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-829- 3.21% |
$28.3K - $31K
|
25K
$916K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21- 3.19% |
$717 - $784
|
637
$23.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.12K- 0.05% |
$38.3K - $41.9K
|
2.13M
$78.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-16.3K- 4.27% |
$557K - $610K
|
366K
$13.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.4K+ 59.92% |
$116K - $127K
|
9.07K
$332K
|