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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.9K+ 30.6% |
$1.11M - $1.38M
|
145K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
505+ 1.23% |
$16.5K - $20.6K
|
41.5K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.8K+ 9.17% |
$418K - $521K
|
152K
$6.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.27% |
$65.3 - $81.5
|
159
$6.41K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.21KNew |
$203K - $253K
|
6.21K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.28K+ 15.29% |
$270K - $337K
|
62.4K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-9.11K- 3.39% |
$297K - $371K
|
259K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.06K- 3.06% |
$132K - $165K
|
128K
$5.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$25.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-315K- 16.82% |
$10.3M - $12.8M
|
1.56M
$62.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 2.63% |
$2.16K - $2.69K
|
2.58K
$104K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
923+ 1.53% |
$30.1K - $37.6K
|
61.3K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 56.54% |
$739K - $922K
|
17.4K
$701K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
201+ 0.97% |
$6.56K - $8.19K
|
20.8K
$840K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1K+ 3.9% |
$32.7K - $40.8K
|
26.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.96K+ 2.85% |
$129K - $161K
|
143K
$5.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 11.07% |
$228K - $284K
|
56K
$2.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.4K- 11.31% |
$45.7K - $57.1K
|
11K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-687- 3.56% |
$22.4K - $28K
|
18.6K
$751K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
8.46K+ 55.26% |
$276K - $345K
|
23.8K
$959K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 7.54% |
$50.6K - $63.2K
|
19K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-946- 0.58% |
$30.9K - $38.5K
|
163K
$6.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
29K+ 106.91% |
$948K - $1.18M
|
56.2K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.54K+ 2.17% |
$82.9K - $103K
|
119K
$4.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
63+ 0.12% |
$2.06K - $2.57K
|
53.6K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38.2K+ 3.94% |
$1.25M - $1.56M
|
1.01M
$40.7M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-25.1K- 24.05% |
$818K - $1.02M
|
79.1K
$3.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
11.8K+ 127.66% |
$385K - $480K
|
21K
$848K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-699- 11.03% |
$22.8K - $28.5K
|
5.64K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-485- 3.5% |
$15.8K - $19.8K
|
13.4K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.81K+ 2.28% |
$59.1K - $73.8K
|
81.2K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.81K- 33.56% |
$91.6K - $114K
|
5.55K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-73- 0.51% |
$2.38K - $2.97K
|
14.2K
$573K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60.2K+ 21.17% |
$1.97M - $2.45M
|
345K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.68K+ 2.95% |
$55K - $68.6K
|
58.7K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-262- 2.58% |
$8.56K - $10.7K
|
9.88K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.16K+ 10.45% |
$168K - $210K
|
54.5K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-599- 1.38% |
$19.6K - $24.4K
|
42.9K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-332K- 14.08% |
$10.8M - $13.5M
|
2.03M
$81.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-78- 0.4% |
$2.55K - $3.18K
|
19.6K
$791K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
99New |
$3.23K - $4.03K
|
99
$3.99K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.4K+ 14.27% |
$535K - $667K
|
131K
$5.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.28KNew |
$205K - $256K
|
6.28K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.99K+ 2.19% |
$97.7K - $122K
|
140K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.35MNew |
$44.1M - $55M
|
1.35M
$54.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-21.4K- 28.55% |
$701K - $874K
|
53.7K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.73K- 28.69% |
$220K - $274K
|
16.7K
$674K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-9.63K- 51.93% |
$314K - $392K
|
8.91K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.89K- 2.96% |
$61.6K - $76.8K
|
61.7K
$2.49M
|