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 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.2KNew |
$236K - $285K
|
9.2K
$337K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.87KNew |
$177K - $213K
|
6.87K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
79New |
$2.03K - $2.45K
|
79
$2.89K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
7.24KNew |
$186K - $225K
|
7.24K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
242New |
$6.22K - $7.51K
|
242
$8.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7KNew |
$180K - $217K
|
7K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.19K- 3.88% |
$56.4K - $68.1K
|
54.4K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
50.9KNew |
$1.31M - $1.58M
|
50.9K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-364K- 97.72% |
$9.34M - $11.3M
|
8.5K
$311K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.39KNew |
$61.3K - $74K
|
2.39K
$87.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
180K+ 296.81% |
$4.62M - $5.57M
|
240K
$8.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
156K+ 42.8% |
$4.02M - $4.85M
|
522K
$19.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
7.58KNew |
$195K - $235K
|
7.58K
$277K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
14.2K+ 1929.52% |
$364K - $440K
|
14.9K
$546K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
104+ 3.3% |
$2.67K - $3.23K
|
3.25K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.44K+ 5.37% |
$114K - $138K
|
87.1K
$3.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.65KNew |
$68.2K - $82.3K
|
2.65K
$97.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-799- 4.26% |
$20.5K - $24.8K
|
17.9K
$657K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
1.36KNew |
$34.9K - $42.1K
|
1.36K
$49.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.55MNew |
$39.8M - $48.1M
|
1.55M
$56.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.15% |
$51.4 - $62
|
176
$6.44K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$91.3K - $110K
|
3.55K
$130K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
5.08K+ 10.84% |
$131K - $158K
|
51.9K
$1.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-4.27K- 21.37% |
$110K - $133K
|
15.7K
$575K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
432New |
$11.1K - $13.4K
|
432
$15.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
225New |
$5.78K - $6.98K
|
225
$8.24K
|
|
| Q3 2022 | |||||||
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.18K+ 1.71% |
$56.1K - $67.6K
|
130K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5.5K- 17.14% |
$141K - $170K
|
26.6K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 29.47% |
$266K - $321K
|
45.6K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
201K+ 45.06% |
$5.17M - $6.23M
|
649K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
100KNew |
$2.58M - $3.1M
|
100K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-25.9K- 57.43% |
$664K - $800K
|
19.2K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-469- 74.68% |
$12K - $14.5K
|
159
$5.82K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.45K+ 7.09% |
$166K - $199K
|
97.4K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
763+ 9.33% |
$19.6K - $23.6K
|
8.94K
$327K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
67KNew |
$1.72M - $2.07M
|
67K
$2.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
177+ 17.05% |
$4.54K - $5.47K
|
1.22K
$44.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$212K - $255K
|
8.26K
$302K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.42K- 22.95% |
$62K - $74.7K
|
8.11K
$297K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-18.9K- 88.42% |
$486K - $585K
|
2.48K
$90.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
809New |
$20.8K - $25K
|
809
$29.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33.9KNew |
$869K - $1.05M
|
33.9K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
69.9KNew |
$1.79M - $2.16M
|
69.9K
$2.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
22.9KNew |
$588K - $709K
|
22.9K
$839K
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.11% |
$30.8K - $37.1K
|
14.4K
$527K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
138K+ 39.21% |
$3.54M - $4.27M
|
490K
$17.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
131+ 11.89% |
$3.36K - $4.05K
|
1.23K
$45.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.06K- 50.77% |
$207K - $249K
|
7.82K
$286K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
3.99K+ 3.65% |
$103K - $124K
|
114K
$4.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
12K+ 27.88% |
$307K - $370K
|
54.9K
$2.01M
|
|