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 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12.8K+ 16.3% |
$419K - $523K
|
91.6K
$4.06M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 0.06% |
$653 - $815
|
33.8K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-6.06K- 8.05% |
$198K - $247K
|
69.2K
$3.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-98- 1.24% |
$3.2K - $3.99K
|
7.83K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78+ 1.41% |
$2.55K - $3.18K
|
5.62K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.56K- 54.84% |
$116K - $145K
|
2.93K
$130K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.71KNew |
$186K - $233K
|
5.71K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.27KNew |
$74.1K - $92.5K
|
2.27K
$101K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.46K- 26.22% |
$80.2K - $100K
|
6.91K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
283+ 15.09% |
$9.24K - $11.5K
|
2.16K
$95.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-37.2K- 2.33% |
$1.21M - $1.51M
|
1.55M
$68.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
159+ 1.67% |
$5.19K - $6.48K
|
9.7K
$429K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
19.4K+ 20.34% |
$634K - $791K
|
115K
$5.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.7K+ 13.1% |
$88.1K - $110K
|
23.3K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.4M+ 240.82% |
$406M - $506M
|
17.6M
$778M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
6+ 1.77% |
$196 - $245
|
345
$15.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
241New |
$7.87K - $9.82K
|
241
$10.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
103K+ 6.51% |
$3.35M - $4.18M
|
1.68M
$74.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
117KNew |
$3.83M - $4.78M
|
117K
$5.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
17.4KNew |
$570K - $711K
|
17.4K
$772K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-910- 7.8% |
$29.7K - $37.1K
|
10.8K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.94KNew |
$161K - $201K
|
4.94K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-943- 3.05% |
$30.8K - $38.4K
|
30K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-947- 10.2% |
$30.9K - $38.6K
|
8.34K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-39.7K- 29.4% |
$1.3M - $1.62M
|
95.3K
$4.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.16KNew |
$70.4K - $87.9K
|
2.16K
$95.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.21KNew |
$72.3K - $90.2K
|
2.21K
$98K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$103K - $129K
|
3.16K
$140K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.95KNew |
$162K - $202K
|
4.95K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
31K+ 41.98% |
$1.01M - $1.26M
|
105K
$4.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.68K+ 22.71% |
$251K - $313K
|
41.5K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.39% |
$229 - $285
|
1.81K
$80.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 20.3% |
$85.8K - $107K
|
15.6K
$689K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
322+ 78.16% |
$10.5K - $13.1K
|
734
$32.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.72K- 24.59% |
$56.2K - $70.1K
|
5.28K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8+ 0.09% |
$261 - $326
|
9.21K
$408K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-53- 0.67% |
$1.73K - $2.16K
|
7.89K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
31+ 1.68% |
$1.01K - $1.26K
|
1.87K
$82.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-500- 8.62% |
$16.3K - $20.4K
|
5.3K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.38K+ 21.12% |
$45.2K - $56.4K
|
7.93K
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-387- 3.65% |
$12.6K - $15.8K
|
10.2K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
126K+ 42.4% |
$4.13M - $5.15M
|
425K
$18.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23K- 1.04% |
$750K - $935K
|
2.18M
$96.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.09K- 15.22% |
$35.7K - $44.6K
|
6.09K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-133K- 65.64% |
$4.36M - $5.44M
|
69.8K
$3.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.61K+ 71.72% |
$52.7K - $65.7K
|
3.86K
$171K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
316+ 4.61% |
$10.3K - $12.9K
|
7.17K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 6.99% |
$32.9K - $41K
|
15.4K
$682K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
115K+ 17.2% |
$3.76M - $4.69M
|
784K
$34.7M
|