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 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
26.7K+ 17.81% |
$911K - $997K
|
176K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
79.7K+ 132.28% |
$2.72M - $2.98M
|
140K
$5.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164K- 5.66% |
$5.59M - $6.12M
|
2.73M
$99.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 0.66% |
$239 - $261
|
1.06K
$38.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.94K+ 0.93% |
$100K - $110K
|
318K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.41K+ 108.6% |
$116K - $127K
|
6.55K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-458- 6.22% |
$15.6K - $17.1K
|
6.91K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88M- 97.07% |
$98.4M - $108M
|
87.1K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
744+ 0.65% |
$25.4K - $27.8K
|
115K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
952+ 0.76% |
$32.5K - $35.6K
|
126K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.11K- 16.62% |
$174K - $191K
|
25.6K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.23K+ 31.53% |
$144K - $158K
|
17.7K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
215KNew |
$7.35M - $8.04M
|
215K
$7.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.37K- 3.31% |
$115K - $126K
|
98.5K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-27.6K- 2.97% |
$943K - $1.03M
|
902K
$33M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
103KNew |
$3.51M - $3.84M
|
103K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.67K- 5.05% |
$91.2K - $99.8K
|
50.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.96K- 2.06% |
$67K - $73.3K
|
93.3K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.83K- 10.7% |
$335K - $367K
|
82K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
767KNew |
$26.2M - $28.6M
|
767K
$28.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 30.79% |
$126K - $138K
|
8.29K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-525- 5.32% |
$17.9K - $19.6K
|
9.35K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
300+ 24.96% |
$10.2K - $11.2K
|
1.5K
$55K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 3.58% |
$268K - $294K
|
212K
$7.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-10.9K- 2.95% |
$371K - $406K
|
358K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
16.1KNew |
$551K - $603K
|
16.1K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.51K+ 14.85% |
$85.8K - $93.9K
|
19.4K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.23K+ 0.91% |
$41.8K - $45.8K
|
136K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
476+ 1.21% |
$16.2K - $17.8K
|
39.8K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.72K- 5.8% |
$161K - $176K
|
76.6K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.21K+ 5.81% |
$280K - $307K
|
150K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.6K+ 5.82% |
$1.52M - $1.67M
|
812K
$29.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
560K+ 9.17% |
$19.1M - $20.9M
|
6.66M
$244M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.05K- 8.41% |
$138K - $151K
|
44K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
107+ 2.12% |
$3.65K - $4K
|
5.16K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
26.8KNew |
$915K - $1M
|
26.8K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$393K - $430K
|
11.5K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
277+ 0.75% |
$9.45K - $10.3K
|
37.1K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
19.9K+ 32.5% |
$680K - $744K
|
81.2K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
14.4K+ 9.13% |
$491K - $537K
|
172K
$6.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
620+ 6.96% |
$21.2K - $23.2K
|
9.53K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
642+ 52.07% |
$21.9K - $24K
|
1.88K
$68.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.9K+ 5.22% |
$918K - $1M
|
543K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
106KNew |
$3.62M - $3.96M
|
106K
$3.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
23.3K+ 2.98% |
$797K - $872K
|
806K
$29.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.96K+ 322.94% |
$66.8K - $73.1K
|
2.56K
$93.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.21M+ 81.6% |
$41.2M - $45.1M
|
2.68M
$98.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
12K+ 3.53% |
$408K - $447K
|
351K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-681K- 71.18% |
$23.3M - $25.5M
|
276K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84.7K- 35.1% |
$2.89M - $3.16M
|
157K
$5.73M
|