Latest Institutional Transactions on Spdr S&P Global Dividend ETF (WDIV)
This table provides information on the latest institutional transactions involving Spdr S&P Global Dividend ETF (WDIV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
930+ 2657.14% |
$52.2K - $56.1K
|
965
$63.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-150Closed |
$8.41K - $9.06K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.1KNew |
$454K - $489K
|
8.1K
$533K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
522+ 0.59% |
$29.3K - $31.5K
|
88.4K
$5.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8+ 1.81% |
$449 - $483
|
449
$29.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-253- 6.21% |
$14.2K - $15.3K
|
3.82K
$251K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2K+ 233.72% |
$862K - $952K
|
21.7K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-87- 1.0% |
$4.94K - $5.45K
|
8.6K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
6.05K+ 27.84% |
$343K - $379K
|
27.8K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.57KNew |
$373K - $412K
|
6.57K
$432K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
273New |
$15.5K - $17.1K
|
273
$17.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$8.51K - $9.4K
|
150
$9.86K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.21K- 7.49% |
$68.4K - $75.6K
|
14.9K
$980K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4Closed |
$208 - $241
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26- 1.58% |
$1.35K - $1.57K
|
1.62K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.34KNew |
$225K - $261K
|
4.34K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27New |
$1.4K - $1.63K
|
27
$1.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
51New |
$2.65K - $3.08K
|
51
$3.35K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-933- 29.64% |
$48.4K - $56.3K
|
2.22K
$146K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
179New |
$9.29K - $10.8K
|
179
$11.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.66KNew |
$398K - $462K
|
7.66K
$503K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-958- 10.26% |
$51.1K - $60.4K
|
8.38K
$551K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
156New |
$9.44K - $10.7K
|
156
$10.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-364Closed |
$22K - $24.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
519New |
$31.4K - $35.5K
|
519
$34.1K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$60.5 - $68.4
|
5.22K
$343K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-377- 9.64% |
$22.8K - $25.8K
|
3.53K
$232K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.8KClosed |
$109K - $123K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
24.3KNew |
$1.47M - $1.66M
|
24.3K
$1.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-200Closed |
$12.1K - $13.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-4.66KClosed |
$299K - $322K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$6.42K - $6.91K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-550Closed |
$35.2K - $37.5K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$19.2K - $20.4K
|
300
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-57Closed |
$3.64K - $3.88K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
4.46KNew |
$285K - $304K
|
4.46K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2KClosed |
$128K - $136K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
116+ 1.27% |
$7.6K - $7.98K
|
9.22K
$606K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.94KClosed |
$193K - $202K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.31KClosed |
$217K - $228K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
737+ 22.66% |
$48.3K - $50.7K
|
3.99K
$262K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
81New |
$5.38K - $5.78K
|
81
$5.33K
|
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.3KNew |
$286K - $307K
|
4.3K
$283K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-401Closed |
$26.6K - $28.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25Closed |
$1.66K - $1.79K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
450New |
$29.9K - $32.1K
|
450
$29.6K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 80.0% |
$66.5K - $71.4K
|
250
$16.4K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.49KClosed |
$165K - $178K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99Closed |
$6.58K - $7.07K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-175- 4.09% |
$11.6K - $12.5K
|
4.1K
$270K
|
|