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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$873K - $940K
|
21.9K
$971K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121K+ 16.53% |
$4.82M - $5.19M
|
854K
$37.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
964+ 0.75% |
$38.4K - $41.3K
|
129K
$5.72M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.06K+ 0.62% |
$122K - $131K
|
498K
$22M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
930New |
$37K - $39.9K
|
930
$41.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
455+ 1.56% |
$18.1K - $19.5K
|
29.6K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-680- 3.18% |
$27.1K - $29.1K
|
20.7K
$916K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-21.5K- 11.02% |
$854K - $919K
|
173K
$7.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-799- 1.03% |
$31.8K - $34.2K
|
77.1K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.91K+ 0.86% |
$76.1K - $82K
|
224K
$9.92M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.52K+ 1.57% |
$180K - $194K
|
293K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8.25K+ 20.93% |
$328K - $354K
|
47.7K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.56K- 10.19% |
$261K - $281K
|
57.8K
$2.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-3.16K- 1.41% |
$126K - $135K
|
220K
$9.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-427- 1.84% |
$17K - $18.3K
|
22.7K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-39.5K- 77.77% |
$1.57M - $1.69M
|
11.3K
$500K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.56K- 17.51% |
$62.2K - $66.9K
|
7.36K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
729+ 4.0% |
$29K - $31.2K
|
18.9K
$839K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.94K+ 1.56% |
$316K - $340K
|
516K
$22.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
2.44K+ 1.22% |
$97.2K - $105K
|
203K
$9.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-269- 2.46% |
$10.7K - $11.5K
|
10.7K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15K+ 61.37% |
$596K - $642K
|
39.4K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.55K+ 11.38% |
$61.5K - $66.3K
|
15.1K
$670K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
55.9K+ 25.51% |
$2.22M - $2.39M
|
275K
$12.2M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.41KNew |
$255K - $275K
|
6.41K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.22K+ 4.51% |
$48.6K - $52.3K
|
28.2K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-136- 21.28% |
$5.41K - $5.83K
|
503
$22.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.37K- 3.78% |
$134K - $144K
|
85.8K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12K+ 14.47% |
$480K - $516K
|
95.3K
$4.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-615- 0.79% |
$24.5K - $26.4K
|
76.8K
$3.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-364- 0.78% |
$14.5K - $15.6K
|
46.1K
$2.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23.8K+ 2.5% |
$948K - $1.02M
|
977K
$43.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6.66K- 5.33% |
$265K - $285K
|
118K
$5.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-26- 0.39% |
$1.03K - $1.11K
|
6.68K
$296K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-19.6K- 2.38% |
$778K - $838K
|
801K
$35.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.97K+ 39.29% |
$158K - $170K
|
14.1K
$624K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.31K- 4.52% |
$52.1K - $56.1K
|
27.7K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.1M+ 659.9% |
$43.8M - $47.2M
|
1.27M
$56.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-104KClosed |
$4.16M - $4.48M
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 0.53% |
$70.9K - $76.3K
|
335K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
8.38KNew |
$333K - $359K
|
8.38K
$371K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.08K+ 3.55% |
$42.9K - $46.2K
|
31.5K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
106+ 0.39% |
$4.22K - $4.54K
|
27.1K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5.92K- 7.42% |
$235K - $254K
|
73.8K
$3.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.9K- 0.25% |
$155K - $167K
|
1.55M
$68.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
115+ 2.07% |
$4.58K - $4.93K
|
5.67K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-203- 0.94% |
$8.08K - $8.7K
|
21.4K
$946K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
358+ 29.32% |
$14.2K - $15.3K
|
1.58K
$69.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
631K+ 20.6% |
$25.1M - $27.1M
|
3.69M
$164M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-121- 0.07% |
$4.82K - $5.19K
|
176K
$7.81M
|