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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.45K+ 30.51% |
$243K - $304K
|
31.9K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.37K- 10.54% |
$44.7K - $55.8K
|
11.6K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 5.97% |
$408K - $509K
|
197K
$8.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190K+ 51.53% |
$6.19M - $7.73M
|
558K
$24.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.5KNew |
$49K - $61.1K
|
1.5K
$66.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.53% |
$5.29K - $6.6K
|
6.56K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.61K- 1.21% |
$150K - $188K
|
378K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.78K+ 24.84% |
$58K - $72.3K
|
8.92K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
195+ 16.43% |
$6.37K - $7.95K
|
1.38K
$61.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-507- 5.74% |
$16.6K - $20.7K
|
8.32K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.88KNew |
$61.2K - $76.4K
|
1.88K
$83K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.4KNew |
$438K - $546K
|
13.4K
$593K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$332K - $414K
|
10.2K
$450K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-164- 2.34% |
$5.36K - $6.68K
|
6.86K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.78K+ 11.38% |
$58.2K - $72.6K
|
17.4K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
922+ 0.61% |
$30.1K - $37.6K
|
153K
$6.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-173K- 94.37% |
$5.65M - $7.05M
|
10.3K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.6K- 15.4% |
$837K - $1.04M
|
141K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-294- 0.51% |
$9.6K - $12K
|
56.9K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-861- 0.85% |
$28.1K - $35.1K
|
100K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
8.88K+ 14.98% |
$290K - $362K
|
68.1K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
521+ 35.91% |
$17K - $21.2K
|
1.97K
$87.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$457 - $571
|
2.91K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.78K- 33.46% |
$90.9K - $113K
|
5.54K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12.1KNew |
$394K - $492K
|
12.1K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.76K+ 6.49% |
$221K - $275K
|
111K
$4.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
716+ 1.97% |
$23.4K - $29.2K
|
37K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
46.3K+ 7.71% |
$1.51M - $1.89M
|
647K
$28.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
830+ 9.15% |
$27.1K - $33.8K
|
9.9K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-75- 1.11% |
$2.45K - $3.06K
|
6.66K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39+ 0.21% |
$1.27K - $1.59K
|
19K
$840K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.8K- 15.74% |
$58.8K - $73.3K
|
9.63K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
571+ 1.44% |
$18.6K - $23.3K
|
40.3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.7K- 2.28% |
$1.43M - $1.78M
|
1.88M
$83M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 0.32% |
$146K - $182K
|
1.4M
$61.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13M+ 15.03% |
$425M - $530M
|
99.6M
$4.41B
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
62New |
$2.02K - $2.53K
|
62
$2.75K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-174- 7.31% |
$5.68K - $7.09K
|
2.21K
$97.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-385K- 79.96% |
$12.6M - $15.7M
|
96.6K
$4.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.23K- 11.82% |
$72.9K - $91K
|
16.7K
$738K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.4KNew |
$45.7K - $57.1K
|
1.4K
$62K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-16- 0.09% |
$523 - $652
|
17.1K
$757K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.07% |
$294 - $367
|
12.1K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
307K+ 0.97% |
$10M - $12.5M
|
32M
$1.41B
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.78KNew |
$90.8K - $113K
|
2.78K
$123K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-12.6K- 8.64% |
$411K - $513K
|
133K
$5.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.47KNew |
$244K - $304K
|
7.47K
$331K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.24KNew |
$171K - $213K
|
5.24K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
100+ 1.01% |
$3.27K - $4.08K
|
9.99K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-185- 1.26% |
$6.04K - $7.54K
|
14.5K
$642K
|