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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.59K+ 4.48% |
$63.2K - $68.1K
|
37K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
359+ 0.22% |
$14.3K - $15.4K
|
165K
$7.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.32K+ 21.28% |
$52.6K - $56.6K
|
7.53K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.4KNew |
$533K - $574K
|
13.4K
$587K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
634New |
$25.2K - $27.2K
|
634
$27.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.66K- 0.29% |
$106K - $114K
|
905K
$39.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
59.6K+ 56.4% |
$2.37M - $2.55M
|
165K
$7.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-196- 2.87% |
$7.8K - $8.4K
|
6.63K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
124K+ 29.33% |
$4.93M - $5.31M
|
547K
$23.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
79.6K+ 54.07% |
$3.17M - $3.41M
|
227K
$9.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
417K+ 224.47% |
$16.6M - $17.9M
|
602K
$26.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
173+ 2.57% |
$6.89K - $7.41K
|
6.9K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 4.76% |
$18.6K - $20K
|
10.3K
$450K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.54K+ 10.15% |
$220K - $237K
|
60.1K
$2.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 5.53% |
$696K - $749K
|
298K
$13.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 0.5% |
$2.39K - $2.57K
|
12K
$524K
|