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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-37.2K- 2.33% |
$1.21M - $1.51M
|
1.55M
$64M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-871- 3.47% |
$28.4K - $35.5K
|
24.3K
$999K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.08K+ 11.65% |
$35.3K - $44.1K
|
10.4K
$427K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 0.93% |
$1.7K - $2.12K
|
5.66K
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
84.5K+ 10.34% |
$2.76M - $3.44M
|
902K
$37.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.12K- 13.58% |
$167K - $209K
|
32.6K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-63.1K- 6.34% |
$2.06M - $2.57M
|
933K
$38.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
159+ 1.67% |
$5.19K - $6.48K
|
9.7K
$399K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
19.4K+ 20.34% |
$634K - $791K
|
115K
$4.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.14K+ 146.03% |
$37.2K - $46.4K
|
1.92K
$79.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
62+ 0.95% |
$2.02K - $2.53K
|
6.56K
$270K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.7K+ 13.1% |
$88.1K - $110K
|
23.3K
$960K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-99.8K- 2.37% |
$3.26M - $4.07M
|
4.11M
$169M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
56.8KNew |
$1.86M - $2.31M
|
56.8K
$2.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-25- 10.42% |
$816 - $1.02K
|
215
$8.86K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.4M+ 240.82% |
$406M - $506M
|
17.6M
$724M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-46.3K- 3.22% |
$1.51M - $1.89M
|
1.39M
$57.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-15.6K- 63.61% |
$509K - $635K
|
8.92K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
6+ 1.77% |
$196 - $245
|
345
$14.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-394- 0.51% |
$12.9K - $16.1K
|
77.4K
$3.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-13K- 2.58% |
$424K - $529K
|
490K
$20.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-7.66K- 14.25% |
$250K - $312K
|
46.1K
$1.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.67K- 19.68% |
$54.6K - $68.2K
|
6.83K
$281K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.21K- 7.27% |
$39.5K - $49.3K
|
15.4K
$635K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.98K- 40.5% |
$195K - $244K
|
8.78K
$362K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
241New |
$7.87K - $9.82K
|
241
$9.93K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17.7K+ 4.37% |
$578K - $722K
|
423K
$17.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.1K+ 6.69% |
$2.75M - $3.43M
|
1.34M
$55.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.13K- 6.86% |
$135K - $168K
|
56.1K
$2.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3.33K+ 2.6% |
$109K - $136K
|
131K
$5.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-22.9K- 3.57% |
$749K - $934K
|
620K
$25.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-79- 0.16% |
$2.58K - $3.22K
|
49K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9.39K- 33.65% |
$307K - $383K
|
18.5K
$763K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.7K+ 9.51% |
$774K - $966K
|
273K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
103K+ 6.51% |
$3.35M - $4.18M
|
1.68M
$69.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.02K+ 1.41% |
$33.3K - $41.5K
|
73.5K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.3K+ 57.18% |
$206K - $257K
|
17.3K
$713K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.57K- 3.32% |
$215K - $268K
|
192K
$7.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
5.97KNew |
$195K - $243K
|
5.97K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
6.72KNew |
$220K - $274K
|
6.72K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-754- 2.14% |
$24.6K - $30.7K
|
34.4K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
117KNew |
$3.83M - $4.78M
|
117K
$4.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.76K- 16.66% |
$57.4K - $71.6K
|
8.78K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02M- 13.33% |
$33.4M - $41.7M
|
6.65M
$274M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.14K+ 16.13% |
$266K - $332K
|
58.6K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
17.4KNew |
$570K - $711K
|
17.4K
$718K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-333- 2.18% |
$10.9K - $13.6K
|
14.9K
$614K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.65K+ 0.91% |
$119K - $149K
|
402K
$16.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.96K- 3.58% |
$96.7K - $121K
|
79.7K
$3.28M
|