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 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-100- 1.66% |
$3.27K - $4.08K
|
5.94K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-354- 5.86% |
$11.6K - $14.4K
|
5.68K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.62K- 3.91% |
$85.4K - $107K
|
64.3K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
126K+ 42.4% |
$4.13M - $5.15M
|
425K
$17.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
1.67K+ 18.09% |
$54.6K - $68.2K
|
10.9K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.23M+ 428.03% |
$40M - $49.9M
|
1.51M
$61.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.21M+ 9.36% |
$39.6M - $49.4M
|
14.2M
$577M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-8.23K- 11.63% |
$269K - $335K
|
62.5K
$2.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23K- 1.04% |
$750K - $935K
|
2.18M
$88.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.65K+ 6.05% |
$53.9K - $67.3K
|
29K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.24K- 3.39% |
$40.6K - $50.7K
|
35.4K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.29K- 66.6% |
$173K - $215K
|
2.65K
$108K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
152K+ 61.82% |
$4.96M - $6.19M
|
398K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.39K- 1.35% |
$111K - $138K
|
247K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-369- 1.74% |
$12.1K - $15K
|
20.9K
$848K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
89KNew |
$2.91M - $3.63M
|
89K
$3.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.09K- 15.22% |
$35.7K - $44.6K
|
6.09K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
147K+ 27.42% |
$4.8M - $5.99M
|
683K
$27.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
24.5K+ 3.72% |
$801K - $1M
|
683K
$27.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-133K- 65.64% |
$4.36M - $5.44M
|
69.8K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.55M- 47.1% |
$50.5M - $63M
|
1.74M
$70.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-152- 1.28% |
$4.96K - $6.19K
|
11.7K
$476K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-694- 1.19% |
$22.7K - $28.3K
|
57.8K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.9K+ 63.84% |
$748K - $933K
|
58.8K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.61K+ 71.72% |
$52.7K - $65.7K
|
3.86K
$157K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
316+ 4.61% |
$10.3K - $12.9K
|
7.17K
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 6.99% |
$32.9K - $41K
|
15.4K
$626K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
115K+ 17.2% |
$3.76M - $4.69M
|
784K
$31.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-713- 6.59% |
$23.3K - $29.1K
|
10.1K
$411K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-306- 3.81% |
$9.99K - $12.5K
|
7.72K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
646+ 331.28% |
$21.1K - $26.3K
|
841
$34.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
104KNew |
$3.41M - $4.26M
|
104K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 1.66% |
$588 - $734
|
1.1K
$44.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.26% |
$49.7K - $62K
|
65.8K
$2.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-57.2K- 2.78% |
$1.87M - $2.33M
|
2M
$81.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-665- 1.41% |
$21.7K - $27.1K
|
46.6K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-440- 0.82% |
$14.4K - $17.9K
|
53.4K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
64+ 3.02% |
$2.09K - $2.61K
|
2.18K
$88.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
123+ 0.27% |
$4.02K - $5.01K
|
46.4K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 2.69% |
$35.4K - $44.1K
|
41.3K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
14.4K+ 16.03% |
$470K - $586K
|
104K
$4.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-128- 1.8% |
$4.18K - $5.22K
|
6.97K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-52.7K- 44.25% |
$1.72M - $2.15M
|
66.4K
$2.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.81K+ 5.57% |
$157K - $196K
|
91.1K
$3.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.71KNew |
$219K - $273K
|
6.71K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
163+ 1.68% |
$5.32K - $6.64K
|
9.85K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-61.4K- 24.68% |
$2.01M - $2.5M
|
187K
$7.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.3K- 5.49% |
$335K - $418K
|
177K
$7.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$167K - $209K
|
5.12K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.2K- 5.17% |
$104K - $130K
|
58.6K
$2.38M
|