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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.63KClosed |
$158K - $242K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-335Closed |
$6.94K - $10.6K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
49New |
$1.01K - $1.56K
|
49
$1.79K
|
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$245K - $376K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-391KClosed |
$11.2M - $12.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-4.93K- 95.77% |
$141K - $156K
|
218
$7.98K
|
|
|
Feb 05, 2020
Q4 2019
|
Lvz, Inc.
|
BUY
|
- |
97+ 0.37% |
$2.77K - $3.07K
|
26.2K
$957K
|
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-66.5KClosed |
$1.9M - $2.11M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.16KClosed |
$261K - $290K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-41KClosed |
$1.17M - $1.3M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-368Closed |
$10.7K - $10.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-545Closed |
$15.9K - $16.2K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-734Closed |
$21.4K - $21.8K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-575Closed |
$16.7K - $17.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.26KClosed |
$94.9K - $96.7K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.4KClosed |
$215K - $219K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-18.5KClosed |
$537K - $548K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-71.8K- 71.12% |
$2.09M - $2.13M
|
29.2K
$1.07M
|
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.06KClosed |
$89.1K - $90.8K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
16.3KNew |
$475K - $484K
|
16.3K
$598K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
700+ 70000.0% |
N/A
|
701
$25.7K
|
|
|
Aug 07, 2019
Q2 2019
|
Holistic Financial Partners
|
SELL
|
- |
-182KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.11KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-405- 22.46% |
N/A
|
1.4K
$51.2K
|
|
|
Jul 09, 2019
Q2 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-197Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 30, 2019
Q1 2019
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Founders Capital Management
|
SELL
|
- |
-5.72KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.68KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
181New |
N/A
|
181
$6.62K
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Retirement Capital Strategies
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$476K
|
|
|
Nov 14, 2018
Q3 2018
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-46.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-925Closed |
N/A
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.22KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.2KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-9.01KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
7.9KNew |
N/A
|
7.9K
$289K
|
|
|
Aug 08, 2018
Q2 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-60.1KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 18, 2018
Q1 2018
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
487+ 42.91% |
N/A
|
1.62K
$59.4K
|
|
| Q3 2017 | |||||||
|
May 15, 2019
Q3 2017
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132KClosed |
N/A
|
0
$0
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$42.1K
|
|