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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
610+ 3.92% |
$20.8K - $22.8K
|
16.2K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.01% |
$273 - $299
|
72.5K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.5K- 5.87% |
$3.02M - $3.31M
|
1.42M
$51.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
23.5KNew |
$802K - $878K
|
23.5K
$861K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.8K+ 40.74% |
$266K - $291K
|
26.9K
$986K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-6.31K- 20.08% |
$215K - $236K
|
25.1K
$919K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
271+ 1.51% |
$9.25K - $10.1K
|
18.2K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
24.2K+ 83.85% |
$826K - $903K
|
53K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
75+ 1.4% |
$2.56K - $2.8K
|
5.42K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.32KNew |
$44.9K - $49.2K
|
1.32K
$48.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
52.9K+ 2.61% |
$1.81M - $1.98M
|
2.08M
$76.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.6K+ 3.53% |
$602K - $659K
|
518K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.26K- 9.98% |
$214K - $234K
|
56.4K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84MNew |
$96.8M - $106M
|
2.84M
$104M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-89- 7.59% |
$3.04K - $3.32K
|
1.08K
$39.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
214+ 0.25% |
$7.3K - $7.99K
|
87K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.52K+ 5.73% |
$51.9K - $56.8K
|
28.1K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.2KNew |
$418K - $458K
|
12.2K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.22K+ 4.7% |
$75.6K - $82.7K
|
49.3K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
71.5KNew |
$2.44M - $2.67M
|
71.5K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.17KNew |
$210K - $230K
|
6.17K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
83+ 1.15% |
$2.83K - $3.1K
|
7.32K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
63.6KNew |
$2.17M - $2.38M
|
63.6K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
994+ 1.3% |
$33.9K - $37.1K
|
77.6K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-652- 2.27% |
$22.3K - $24.4K
|
28K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.55K+ 1.78% |
$52.9K - $57.9K
|
88.6K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-232- 1.91% |
$7.92K - $8.67K
|
11.9K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
28.2K+ 5.17% |
$961K - $1.05M
|
573K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-69- 0.47% |
$2.35K - $2.58K
|
14.5K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-150- 17.3% |
$5.12K - $5.6K
|
717
$26.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
64.2K+ 7.2% |
$2.19M - $2.4M
|
956K
$35M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20KNew |
$684K - $749K
|
20K
$734K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-404- 30.68% |
$13.8K - $15.1K
|
913
$33.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.57K+ 10.76% |
$87.5K - $95.8K
|
26.4K
$966K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 1.33% |
$171 - $187
|
382
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
47.5KNew |
$1.62M - $1.77M
|
47.5K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
319+ 1.38% |
$10.9K - $11.9K
|
23.4K
$855K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24K- 5.71% |
$820K - $897K
|
397K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.5K+ 11.17% |
$188K - $205K
|
54.7K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
501K+ 42865.84% |
$17.1M - $18.7M
|
502K
$18.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.87K+ 26.79% |
$63.8K - $69.8K
|
8.85K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.09K+ 4.03% |
$140K - $153K
|
106K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-81- 0.42% |
$2.76K - $3.03K
|
19.2K
$704K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.15K- 8.25% |
$176K - $192K
|
57.2K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
203+ 1.53% |
$6.93K - $7.58K
|
13.5K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
122K+ 249.07% |
$4.17M - $4.56M
|
171K
$6.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.3K+ 76.3% |
$828K - $906K
|
56.1K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.05KNew |
$172K - $189K
|
5.05K
$185K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.9K- 3.24% |
$99K - $108K
|
86.6K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
16.2KNew |
$553K - $606K
|
16.2K
$593K
|