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 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.17K+ 1.11% |
$46.6K - $50.1K
|
107K
$4.73M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
67.1K+ 16.39% |
$2.67M - $2.87M
|
476K
$21.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.2K- 1.18% |
$47.6K - $51.2K
|
99.7K
$4.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
147+ 0.38% |
$5.85K - $6.3K
|
39K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-421- 0.72% |
$16.8K - $18K
|
58.3K
$2.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-525- 0.28% |
$20.9K - $22.5K
|
185K
$8.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-3.68K- 15.13% |
$146K - $158K
|
20.6K
$914K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-45K- 18.21% |
$1.79M - $1.93M
|
202K
$8.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-386- 4.51% |
$15.4K - $16.5K
|
8.17K
$362K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.66K- 3.79% |
$145K - $157K
|
92.7K
$4.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-96K- 9.11% |
$3.82M - $4.12M
|
958K
$42.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-170- 0.28% |
$6.77K - $7.29K
|
61.6K
$2.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23K+ 38.7% |
$914K - $985K
|
82.3K
$3.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
984+ 1.1% |
$39.2K - $42.2K
|
90.1K
$3.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.8K- 0.65% |
$71.6K - $77.1K
|
277K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
16.1K+ 0.76% |
$640K - $689K
|
2.13M
$94.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
233+ 0.2% |
$9.27K - $9.99K
|
114K
$5.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
21.8K+ 51.77% |
$868K - $935K
|
64K
$2.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-30- 0.55% |
$1.19K - $1.29K
|
5.42K
$240K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-25.8K- 2.56% |
$1.03M - $1.11M
|
981K
$43.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
137K+ 7.55% |
$5.45M - $5.87M
|
1.95M
$86.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-844- 1.39% |
$33.6K - $36.2K
|
59.9K
$2.65M
|
|
| Q2 2025 | |||||||
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-14.1K- 4.07% |
$460K - $574K
|
332K
$14.7M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-296- 3.41% |
$9.67K - $12.1K
|
8.37K
$371K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-491K- 50.0% |
$16M - $20M
|
491K
$21.7M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
336New |
$11K - $13.7K
|
336
$14.9K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
262+ 1.37% |
$8.56K - $10.7K
|
19.4K
$859K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-285K- 5.4% |
$9.29M - $11.6M
|
4.99M
$221M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
46+ 0.83% |
$1.5K - $1.87K
|
5.6K
$248K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$65.3 - $81.5
|
2
$88.6
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-917- 2.47% |
$29.9K - $37.4K
|
36.3K
$1.61M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
159+ 1.6% |
$5.19K - $6.48K
|
10.1K
$448K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.56K+ 19.06% |
$247K - $308K
|
47.2K
$2.09M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.43K- 16.11% |
$46.6K - $58.2K
|
7.43K
$329K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-912- 7.27% |
$29.8K - $37.2K
|
11.6K
$515K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-829K- 8.53% |
$27.1M - $33.8M
|
8.89M
$394M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.3K- 1.56% |
$1.19M - $1.48M
|
2.29M
$102M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
600New |
$19.6K - $24.5K
|
600
$26.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.95K- 3.24% |
$129K - $161K
|
118K
$5.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
45+ 1.67% |
$1.47K - $1.83K
|
2.75K
$122K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15+ 0.23% |
$490 - $611
|
6.42K
$284K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 11.83% |
$9.14K - $11.4K
|
2.65K
$117K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14K+ 2.47% |
$456K - $569K
|
580K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.84M- 59.42% |
$223M - $279M
|
4.67M
$207M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.7K+ 28.2% |
$447K - $558K
|
62.2K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.2K- 95.59% |
$496K - $619K
|
700
$31K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
29.1KNew |
$949K - $1.18M
|
29.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.69K+ 0.87% |
$121K - $150K
|
428K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.51% |
$425 - $530
|
872
$38.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.28M- 23.69% |
$42M - $52.3M
|
4.14M
$183M
|
|