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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 1.09% |
$34.6K - $37.8K
|
94.3K
$3.45M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-2.46K- 0.47% |
$84K - $92K
|
518K
$18.9M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.8K+ 34.85% |
$130K - $142K
|
14.7K
$539K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.92K- 9.52% |
$270K - $296K
|
75.3K
$2.75M
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
37.2K+ 27.11% |
$1.27M - $1.39M
|
175K
$6.39M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47K- 45.63% |
$1.6M - $1.76M
|
56K
$2.05M
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
4.19K+ 4.22% |
$143K - $156K
|
103K
$3.78M
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
34.6KNew |
$1.18M - $1.29M
|
34.6K
$1.27M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
46.4K+ 114.95% |
$1.58M - $1.73M
|
86.8K
$3.18M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.85K+ 1.35% |
$131K - $144K
|
289K
$10.6M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.2K+ 3.8% |
$349K - $382K
|
279K
$10.2M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-100- 0.72% |
$3.41K - $3.74K
|
13.7K
$503K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12.2K+ 1.36% |
$417K - $456K
|
911K
$33.3M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-116K- 13.59% |
$3.95M - $4.33M
|
737K
$27M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-73- 16.52% |
$2.49K - $2.73K
|
369
$13.5K
|
|
Q3 2024 | |||||||
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-590- 2.44% |
$19.9K - $22.4K
|
23.6K
$864K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-531- 4.07% |
$17.9K - $20.2K
|
12.5K
$458K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
12.9KNew |
$434K - $488K
|
12.9K
$470K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-128- 4.28% |
$4.32K - $4.86K
|
2.87K
$105K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.01K- 31.66% |
$169K - $190K
|
10.8K
$396K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
673New |
$22.7K - $25.5K
|
673
$24.6K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.02K- 87.05% |
$34.2K - $38.5K
|
151
$5.53K
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-149- 0.16% |
$5.03K - $5.66K
|
94.6K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 1.68% |
$3.85K - $4.33K
|
6.67K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
85.4K+ 608.55% |
$2.88M - $3.24M
|
99.4K
$3.64M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.8K- 88.73% |
$533K - $599K
|
2.01K
$73.4K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.59K- 10.34% |
$155K - $174K
|
39.7K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.75KNew |
$295K - $332K
|
8.75K
$320K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-918- 13.6% |
$31K - $34.8K
|
5.83K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
49+ 2.39% |
$1.65K - $1.86K
|
2.1K
$76.9K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
153K+ 81.71% |
$5.17M - $5.82M
|
341K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.91KNew |
$267K - $300K
|
7.91K
$289K
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
10KNew |
$337K - $380K
|
10K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-451- 2.0% |
$15.2K - $17.1K
|
22.1K
$809K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.4KNew |
$992K - $1.12M
|
29.4K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
572New |
$19.3K - $21.7K
|
572
$20.9K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
53.9K+ 6.33% |
$1.82M - $2.05M
|
906K
$33.2M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
110KNew |
$3.71M - $4.18M
|
110K
$4.03M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.42K- 7.72% |
$81.8K - $92K
|
29K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.3K+ 154.89% |
$1.23M - $1.38M
|
59.8K
$2.19M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-103K- 43.28% |
$3.47M - $3.9M
|
135K
$4.93M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.7K+ 16.15% |
$833K - $937K
|
178K
$6.5M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.2K- 54.02% |
$444K - $500K
|
11.2K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-213- 1.46% |
$7.19K - $8.09K
|
14.4K
$526K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$3.38M - $3.8M
|
100K
$3.66M
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
9.12K+ 3.41% |
$308K - $346K
|
276K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
16.9KNew |
$571K - $643K
|
16.9K
$620K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
33+ 0.02% |
$1.11K - $1.25K
|
133K
$4.87M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
9.77K+ 11.77% |
$330K - $371K
|
92.8K
$3.4M
|