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, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.95K- 35.71% |
$169K - $185K
|
8.92K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 30.83% |
$835K - $914K
|
104K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195K- 7.43% |
$6.66M - $7.29M
|
2.43M
$88.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 0.83% |
$381K - $417K
|
1.36M
$49.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19.6K+ 160.66% |
$669K - $733K
|
31.8K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
511K+ 19.26% |
$17.4M - $19.1M
|
3.16M
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 7.09% |
$39.6K - $43.4K
|
17.5K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
22.1K+ 26.77% |
$755K - $826K
|
105K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.1KNew |
$379K - $415K
|
11.1K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.07K+ 9.46% |
$139K - $152K
|
47.1K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
91.5KNew |
$3.12M - $3.42M
|
91.5K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
149KNew |
$5.08M - $5.56M
|
149K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.15K- 36.68% |
$142K - $155K
|
7.16K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
21.3K+ 6.0% |
$728K - $797K
|
377K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.4K+ 17.92% |
$2.92M - $3.19M
|
562K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 4.46% |
$41.6K - $45.6K
|
26.1K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.73K+ 1143.05% |
$58.9K - $64.5K
|
1.88K
$68.7K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 1.23% |
$71.9K - $78.7K
|
174K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25KNew |
$853K - $934K
|
25K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
45KNew |
$1.54M - $1.68M
|
45K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150K+ 11.8% |
$5.13M - $5.62M
|
1.43M
$52.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
320+ 1.69% |
$10.9K - $12K
|
19.3K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
208K+ 4.22% |
$7.1M - $7.77M
|
5.14M
$188M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-466- 3.07% |
$15.9K - $17.4K
|
14.7K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.2% |
$887 - $971
|
12.8K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 8.07% |
$7.37M - $8.06M
|
2.46M
$89.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6.02KNew |
$205K - $225K
|
6.02K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13.7KNew |
$468K - $512K
|
13.7K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
42.6KNew |
$1.45M - $1.59M
|
42.6K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
17.2K+ 7.57% |
$586K - $642K
|
244K
$8.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-128- 0.8% |
$4.37K - $4.78K
|
15.9K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-619- 0.57% |
$21.1K - $23.1K
|
109K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 0.22% |
$3.58K - $3.92K
|
47.9K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.23K- 14.83% |
$281K - $307K
|
47.3K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.6K+ 2.44% |
$1.49M - $1.63M
|
1.83M
$67M
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
745+ 0.49% |
$25.4K - $27.8K
|
152K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-38.3K- 50.35% |
$1.31M - $1.43M
|
37.8K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
36+ 3.14% |
$1.23K - $1.34K
|
1.18K
$43.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
108New |
$3.69K - $4.03K
|
108
$3.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.7K+ 1.83% |
$947K - $1.04M
|
1.54M
$56.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
654+ 2.01% |
$22.3K - $24.4K
|
33.1K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.8K- 6.41% |
$130K - $142K
|
55.4K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 1.15% |
$410 - $448
|
1.06K
$38.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.13KNew |
$277K - $304K
|
8.13K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.4K- 3.61% |
$388K - $425K
|
303K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
76.7KNew |
$2.62M - $2.86M
|
76.7K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.23K+ 1.16% |
$41.9K - $45.9K
|
107K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67.3K+ 26.14% |
$2.3M - $2.51M
|
325K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
60.2KNew |
$2.06M - $2.25M
|
60.2K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.32K- 7.78% |
$250K - $273K
|
86.7K
$3.17M
|