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 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
25.7K+ 91.93% |
$1.02M - $1.1M
|
53.7K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.34K+ 3.73% |
$213K - $229K
|
148K
$6.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
106K+ 18.75% |
$4.23M - $4.55M
|
672K
$29.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.45KNew |
$217K - $233K
|
5.45K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-7.59K- 55.43% |
$302K - $325K
|
6.11K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
567+ 0.52% |
$22.6K - $24.3K
|
110K
$4.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 1.02% |
$3.82K - $4.11K
|
9.32K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
157New |
$6.25K - $6.73K
|
157
$6.95K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.15% |
$53.5K - $57.6K
|
61.1K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
450+ 0.61% |
$17.9K - $19.3K
|
74.7K
$3.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
95+ 2.37% |
$3.78K - $4.07K
|
4.1K
$181K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
10+ 7.69% |
$398 - $429
|
140
$6.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-625- 0.72% |
$24.9K - $26.8K
|
86.4K
$3.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.5K+ 1.49% |
$259K - $279K
|
443K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-285- 0.61% |
$11.3K - $12.2K
|
46.3K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355K- 5.84% |
$14.1M - $15.2M
|
5.72M
$253M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-21.9K- 8.6% |
$870K - $937K
|
232K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
583+ 3.78% |
$23.2K - $25K
|
16K
$709K
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-482- 2.51% |
$19.2K - $20.7K
|
18.7K
$829K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
621+ 2.28% |
$24.7K - $26.6K
|
27.8K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 6.73% |
$44.2K - $47.6K
|
15.4K
$682K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-384- 5.88% |
$15.3K - $16.5K
|
6.15K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-71- 0.6% |
$2.83K - $3.04K
|
11.7K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
153KNew |
$6.1M - $6.57M
|
153K
$6.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.1K- 3.52% |
$43.7K - $47.1K
|
30.1K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
34.5K+ 279.17% |
$1.37M - $1.48M
|
46.9K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
20KNew |
$796K - $857K
|
20K
$886K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
415+ 0.88% |
$16.5K - $17.8K
|
47.4K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.29K+ 14.98% |
$211K - $227K
|
40.6K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.21K+ 10.7% |
$287K - $309K
|
74.6K
$3.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-234- 0.03% |
$9.31K - $10K
|
723K
$32M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
71.9K+ 228.64% |
$2.86M - $3.08M
|
103K
$4.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$187K - $201K
|
4.7K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.05K+ 0.82% |
$41.8K - $45K
|
129K
$5.73M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-101K- 12.93% |
$4.03M - $4.34M
|
682K
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.65K- 5.78% |
$65.7K - $70.7K
|
26.9K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.92K- 7.09% |
$156K - $168K
|
51.4K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
204K+ 50.41% |
$8.11M - $8.73M
|
608K
$26.9M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.31K+ 1.96% |
$171K - $185K
|
224K
$9.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.18K- 25.15% |
$246K - $265K
|
18.4K
$814K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-107K- 15.69% |
$4.26M - $4.59M
|
576K
$25.5M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-10- 0.14% |
$398 - $429
|
6.94K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.72K- 2.28% |
$148K - $159K
|
159K
$7.05M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$6.37K - $6.86K
|
160
$7.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.9K- 76.53% |
$432K - $466K
|
3.33K
$148K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
6.23K+ 3.93% |
$248K - $267K
|
165K
$7.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.01M- 96.09% |
$40.2M - $43.3M
|
41.1K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.75K+ 12.57% |
$269K - $289K
|
60.4K
$2.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15.8K+ 10.89% |
$628K - $676K
|
161K
$7.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$462K - $498K
|
11.6K
$514K
|