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 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.85K+ 100.26% |
$336K - $368K
|
19.7K
$720K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
197K+ 424.73% |
$6.72M - $7.35M
|
243K
$8.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.44K+ 0.18% |
$49.2K - $53.9K
|
817K
$29.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96.8K+ 4.74% |
$3.3M - $3.62M
|
2.14M
$78.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
772K+ 2.83% |
$26.3M - $28.8M
|
28M
$1.03B
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.33K+ 2.9% |
$182K - $199K
|
189K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.85K- 2.93% |
$166K - $181K
|
160K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
8.34K+ 198.31% |
$285K - $311K
|
12.5K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
161K+ 1.23% |
$5.5M - $6.02M
|
13.3M
$487M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.5K+ 99.82% |
$665K - $727K
|
39K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$584K - $639K
|
17.1K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
25.8K+ 46.91% |
$880K - $963K
|
80.7K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.1K+ 1.35% |
$208K - $228K
|
459K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.4K+ 0.76% |
$47.9K - $52.4K
|
186K
$6.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.85M+ 7.84% |
$166M - $181M
|
66.7M
$2.44B
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8.7K- 14.6% |
$297K - $325K
|
50.9K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
95.6KNew |
$3.26M - $3.57M
|
95.6K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.78KNew |
$94.8K - $104K
|
2.78K
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
37New |
$1.26K - $1.38K
|
37
$1.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
267+ 1.37% |
$9.11K - $9.97K
|
19.7K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
83.4K+ 7.45% |
$2.85M - $3.12M
|
1.2M
$44M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
12.8K+ 200.86% |
$439K - $480K
|
19.2K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.22K+ 6.28% |
$41.7K - $45.6K
|
20.7K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.4K+ 1.68% |
$730K - $798K
|
1.3M
$47.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.01% |
$102 - $112
|
32K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
380New |
$13K - $14.2K
|
380
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
147KNew |
$5.03M - $5.51M
|
147K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.3K- 4.68% |
$147K - $161K
|
87.5K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-668K- 70.27% |
$22.8M - $24.9M
|
283K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-142- 0.26% |
$4.85K - $5.3K
|
54.9K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.06KNew |
$138K - $151K
|
4.06K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-29.9K- 12.12% |
$1.02M - $1.11M
|
216K
$7.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33.3K+ 1.29% |
$1.13M - $1.24M
|
2.61M
$95.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.92K- 38.26% |
$99.7K - $109K
|
4.71K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
30.2K+ 3.94% |
$1.03M - $1.13M
|
797K
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-183- 1.01% |
$6.25K - $6.84K
|
18K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.37K+ 6.09% |
$320K - $350K
|
163K
$5.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
15.7K+ 4.9% |
$535K - $586K
|
336K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-885- 15.21% |
$30.2K - $33.1K
|
4.93K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 4.92% |
$374K - $410K
|
212K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.75K+ 45.51% |
$128K - $140K
|
12K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.6K- 11.84% |
$1.56M - $1.7M
|
340K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
166K+ 8.02% |
$5.65M - $6.18M
|
2.23M
$81.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.03K- 45.33% |
$35K - $38.3K
|
1.24K
$45.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
90+ 0.95% |
$3.07K - $3.36K
|
9.58K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
855New |
$29.2K - $31.9K
|
855
$31.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
14.1KNew |
$483K - $528K
|
14.1K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-110K- 1.58% |
$3.77M - $4.13M
|
6.88M
$252M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
96.6K+ 11.6% |
$3.3M - $3.61M
|
929K
$34M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 0.13% |
$49K - $53.6K
|
1.12M
$40.8M
|