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 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$187K - $201K
|
4.7K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.05K+ 0.82% |
$41.8K - $45K
|
129K
$5.66M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-101K- 12.93% |
$4.03M - $4.34M
|
682K
$29.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.65K- 5.78% |
$65.7K - $70.7K
|
26.9K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-3.92K- 7.09% |
$156K - $168K
|
51.4K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
204K+ 50.41% |
$8.11M - $8.73M
|
608K
$26.6M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4.31K+ 1.96% |
$171K - $185K
|
224K
$9.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.18K- 25.15% |
$246K - $265K
|
18.4K
$805K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-107K- 15.69% |
$4.26M - $4.59M
|
576K
$25.2M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-10- 0.14% |
$398 - $429
|
6.94K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.72K- 2.28% |
$148K - $159K
|
159K
$6.97M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$6.37K - $6.86K
|
160
$7K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.9K- 76.53% |
$432K - $466K
|
3.33K
$146K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
6.23K+ 3.93% |
$248K - $267K
|
165K
$7.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.01M- 96.09% |
$40.2M - $43.3M
|
41.1K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.75K+ 12.57% |
$269K - $289K
|
60.4K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15.8K+ 10.89% |
$628K - $676K
|
161K
$7.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$462K - $498K
|
11.6K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-406- 0.69% |
$16.2K - $17.4K
|
58.2K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-140- 0.05% |
$5.57K - $6K
|
290K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5.54KNew |
$220K - $237K
|
5.54K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6.46K- 2.49% |
$257K - $277K
|
253K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.19% |
$597 - $643
|
7.68K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
9.29K+ 44.21% |
$370K - $398K
|
30.3K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-300- 2.13% |
$11.9K - $12.9K
|
13.8K
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.12K- 4.17% |
$124K - $134K
|
71.8K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 3.7% |
$895K - $964K
|
630K
$27.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.78KNew |
$270K - $291K
|
6.78K
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
61K+ 7.0% |
$2.43M - $2.61M
|
933K
$40.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.38K- 1.17% |
$254K - $274K
|
539K
$23.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-13- 0.04% |
$517 - $557
|
35.6K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
323+ 0.08% |
$12.9K - $13.8K
|
384K
$16.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.4K+ 4.85% |
$413K - $445K
|
224K
$9.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-203- 0.25% |
$8.08K - $8.7K
|
81K
$3.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.95K+ 36.77% |
$356K - $384K
|
33.3K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
240+ 4.29% |
$9.55K - $10.3K
|
5.84K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.9K+ 25.14% |
$435K - $468K
|
54.4K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-557- 1.5% |
$22.2K - $23.9K
|
36.6K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
88.1K+ 1013.24% |
$3.51M - $3.77M
|
96.8K
$4.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
462+ 0.28% |
$18.4K - $19.8K
|
167K
$7.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-40- 0.53% |
$1.59K - $1.71K
|
7.47K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-8- 0.04% |
$318 - $343
|
18.6K
$815K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-276- 5.19% |
$11K - $11.8K
|
5.04K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
694+ 10.97% |
$27.6K - $29.7K
|
7.02K
$307K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
104+ 1.05% |
$4.14K - $4.46K
|
10K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.15K- 5.12% |
$45.7K - $49.2K
|
21.3K
$932K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
41.8K+ 608.56% |
$1.66M - $1.79M
|
48.6K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.25K- 47.1% |
$49.7K - $53.5K
|
1.4K
$61.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-45.6K- 15.71% |
$1.82M - $1.96M
|
245K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.23K- 10.9% |
$48.9K - $52.6K
|
10K
$439K
|