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 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.25K+ 1.7% |
$171K - $214K
|
313K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-125- 0.51% |
$4.08K - $5.09K
|
24.4K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.58K+ 2.54% |
$84.4K - $105K
|
104K
$4.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-910- 7.8% |
$29.7K - $37.1K
|
10.8K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.81K+ 33.32% |
$91.8K - $115K
|
11.2K
$463K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.94KNew |
$161K - $201K
|
4.94K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
46+ 0.17% |
$1.5K - $1.87K
|
27.7K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-449- 6.43% |
$14.7K - $18.3K
|
6.53K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.97K- 1.07% |
$96.9K - $121K
|
275K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.39K- 12.78% |
$111K - $138K
|
23.2K
$954K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-8.36K- 6.4% |
$273K - $341K
|
122K
$5.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-27.2K- 15.39% |
$887K - $1.11M
|
149K
$6.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-943- 3.05% |
$30.8K - $38.4K
|
30K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-513- 2.32% |
$16.8K - $20.9K
|
21.6K
$888K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-947- 10.2% |
$30.9K - $38.6K
|
8.34K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-39.7K- 29.4% |
$1.3M - $1.62M
|
95.3K
$3.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.16KNew |
$70.4K - $87.9K
|
2.16K
$88.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
31.2K+ 41.92% |
$1.02M - $1.27M
|
106K
$4.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
6.2K+ 7.35% |
$202K - $252K
|
90.5K
$3.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.62K- 24.52% |
$52.8K - $65.9K
|
4.98K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
45.1K+ 50.88% |
$1.47M - $1.84M
|
134K
$5.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
303K+ 29.83% |
$9.89M - $12.3M
|
1.32M
$54.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.35K- 4.22% |
$110K - $137K
|
76.2K
$3.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.03K- 27.17% |
$66.4K - $82.8K
|
5.45K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.21KNew |
$72.3K - $90.2K
|
2.21K
$91.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-104- 1.23% |
$3.4K - $4.24K
|
8.38K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$103K - $129K
|
3.16K
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-94K- 78.49% |
$3.07M - $3.83M
|
25.8K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-345- 0.09% |
$11.3K - $14.1K
|
363K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.95KNew |
$162K - $202K
|
4.95K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.53K- 6.12% |
$213K - $266K
|
100K
$4.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.58K+ 1.42% |
$117K - $146K
|
256K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
31K+ 41.98% |
$1.01M - $1.26M
|
105K
$4.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
157K+ 17.53% |
$5.12M - $6.39M
|
1.05M
$43.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-332K- 32.46% |
$10.8M - $13.5M
|
690K
$28.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.68K+ 22.71% |
$251K - $313K
|
41.5K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-997- 4.17% |
$32.6K - $40.6K
|
22.9K
$945K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.43K- 0.71% |
$46.8K - $58.4K
|
201K
$8.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-836- 7.46% |
$27.3K - $34.1K
|
10.4K
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.32K+ 7.79% |
$43K - $53.7K
|
18.2K
$750K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.26K- 18.77% |
$107K - $133K
|
14.1K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-28.2K- 68.36% |
$922K - $1.15M
|
13.1K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
23.6K+ 15.36% |
$772K - $963K
|
178K
$7.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.39% |
$229 - $285
|
1.81K
$74.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 20.3% |
$85.8K - $107K
|
15.6K
$641K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
322+ 78.16% |
$10.5K - $13.1K
|
734
$30.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
27KNew |
$883K - $1.1M
|
27K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.72K- 24.59% |
$56.2K - $70.1K
|
5.28K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.15K- 7.8% |
$37.6K - $46.9K
|
13.6K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.6KNew |
$248K - $310K
|
7.6K
$313K
|