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 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
198K+ 15.47% |
$7.86M - $8.47M
|
1.47M
$64.5M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.96K+ 2.78% |
$77.9K - $83.9K
|
72.5K
$3.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 0.85% |
$66.4K - $71.5K
|
197K
$8.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.3K+ 18.95% |
$2.6M - $2.8M
|
410K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
9.18K+ 13.12% |
$365K - $393K
|
79.1K
$3.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
41.2KNew |
$1.64M - $1.77M
|
41.2K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.63K+ 38.77% |
$105K - $113K
|
9.41K
$412K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.52K+ 5.11% |
$60.4K - $65K
|
31.2K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-3.2K- 2.25% |
$127K - $137K
|
139K
$6.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2.74K- 22.93% |
$109K - $118K
|
9.22K
$404K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-169- 1.23% |
$6.73K - $7.24K
|
13.6K
$594K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.18KNew |
$206K - $222K
|
5.18K
$226K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.8KNew |
$191K - $206K
|
4.8K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 0.31% |
$318 - $343
|
2.59K
$113K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-112K- 85.31% |
$4.45M - $4.8M
|
19.3K
$843K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-753- 2.69% |
$30K - $32.3K
|
27.2K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.01K- 5.45% |
$40.2K - $43.2K
|
17.5K
$766K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-421- 0.79% |
$16.8K - $18K
|
52.9K
$2.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.74KNew |
$189K - $203K
|
4.74K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-21- 0.15% |
$836 - $900
|
14K
$611K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-211- 0.34% |
$8.4K - $9.04K
|
61.1K
$2.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-12- 0.14% |
$478 - $514
|
8.69K
$380K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 1.24% |
$788K - $848K
|
1.62M
$70.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.36K- 1.47% |
$54.1K - $58.3K
|
91K
$3.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
136+ 1.53% |
$5.41K - $5.83K
|
9.05K
$396K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.02K- 3.86% |
$80.2K - $86.4K
|
50.2K
$2.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.02K- 15.31% |
$80.3K - $86.4K
|
11.2K
$488K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
280+ 1.34% |
$11.1K - $12K
|
21.2K
$929K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.7K- 1.62% |
$585K - $630K
|
892K
$39M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.65K+ 12.73% |
$106K - $114K
|
23.5K
$1.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23K+ 5.79% |
$916K - $986K
|
421K
$18.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.68K- 3.0% |
$306K - $329K
|
248K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-2.06K- 0.96% |
$82.1K - $88.4K
|
212K
$9.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-3.31K- 6.18% |
$132K - $142K
|
50.3K
$2.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.05K- 32.36% |
$121K - $131K
|
6.37K
$279K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
544New |
$21.7K - $23.3K
|
544
$23.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
25.9K+ 15.16% |
$1.03M - $1.11M
|
197K
$8.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.28K- 5.86% |
$131K - $141K
|
52.7K
$2.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.9K+ 11.37% |
$75.7K - $81.5K
|
18.6K
$815K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
57.6K+ 5.72% |
$2.29M - $2.47M
|
1.07M
$46.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.71K- 8.12% |
$68.1K - $73.4K
|
19.4K
$848K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
62.2K+ 41.88% |
$2.48M - $2.67M
|
211K
$9.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.55K+ 21.47% |
$61.5K - $66.2K
|
8.74K
$383K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.02K- 6.27% |
$120K - $129K
|
45.1K
$1.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7.71K+ 3.6% |
$307K - $331K
|
222K
$9.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
111+ 1.99% |
$4.42K - $4.76K
|
5.69K
$249K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38.7K+ 8.18% |
$1.54M - $1.66M
|
512K
$22.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-91- 0.07% |
$3.62K - $3.9K
|
139K
$6.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.9K+ 47.86% |
$1.19M - $1.28M
|
92.3K
$4.04M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.02K+ 18.35% |
$80.2K - $86.4K
|
13K
$569K
|