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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-500- 3.6% |
$16.3K - $20.4K
|
13.4K
$544K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.38K- 30.08% |
$77.8K - $97.1K
|
5.54K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.57K- 1.85% |
$51.3K - $64.1K
|
83.4K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-20.5K- 3.62% |
$668K - $834K
|
545K
$22.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-710- 5.61% |
$23.2K - $28.9K
|
11.9K
$486K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
55.9K+ 17.65% |
$1.83M - $2.28M
|
373K
$15.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.81K+ 5.36% |
$59.2K - $73.9K
|
35.6K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.62K+ 1.99% |
$118K - $147K
|
186K
$7.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.3K+ 2.41% |
$336K - $419K
|
436K
$17.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-29.9K- 36.4% |
$976K - $1.22M
|
52.2K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.78K+ 15.68% |
$123K - $154K
|
27.9K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.6KNew |
$183K - $228K
|
5.6K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.27K- 0.95% |
$303K - $378K
|
970K
$39.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
94+ 0.89% |
$3.07K - $3.83K
|
10.6K
$432K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.22K- 4.92% |
$39.7K - $49.6K
|
23.5K
$956K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
430+ 3.98% |
$14K - $17.5K
|
11.2K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.6K- 2.19% |
$52.3K - $65.2K
|
71.5K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25K+ 39.0% |
$818K - $1.02M
|
89.2K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$404K - $504K
|
12.4K
$503K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-758- 2.09% |
$24.8K - $30.9K
|
35.4K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-114- 0.37% |
$3.72K - $4.65K
|
30.4K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.56K+ 44.72% |
$149K - $186K
|
14.8K
$601K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102K+ 9.38% |
$3.33M - $4.15M
|
1.19M
$48.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
350+ 3.7% |
$11.4K - $14.3K
|
9.8K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.34K- 3.43% |
$43.8K - $54.6K
|
37.7K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
63+ 1.14% |
$2.06K - $2.57K
|
5.58K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-947- 5.27% |
$30.9K - $38.6K
|
17K
$692K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
426+ 1.17% |
$13.9K - $17.4K
|
37K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.1K+ 8.38% |
$624K - $779K
|
247K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
150K+ 90.87% |
$4.91M - $6.13M
|
316K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
240K+ 206.03% |
$7.83M - $9.76M
|
356K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-232K- 60.61% |
$7.59M - $9.47M
|
151K
$6.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
21K+ 13.82% |
$685K - $855K
|
173K
$7.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
29.2K+ 5.66% |
$953K - $1.19M
|
545K
$22.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.09K+ 52.36% |
$166K - $207K
|
14.8K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.07K+ 1.5% |
$264K - $329K
|
547K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
125KNew |
$4.08M - $5.09M
|
125K
$5.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.54K+ 1.16% |
$82.9K - $103K
|
222K
$9.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-275- 0.09% |
$8.98K - $11.2K
|
290K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.4K- 12.95% |
$45.8K - $57.1K
|
9.42K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.3K- 1.6% |
$532K - $664K
|
1M
$40.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-928- 9.84% |
$30.3K - $37.8K
|
8.5K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-139K- 65.31% |
$4.53M - $5.65M
|
73.6K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.19K+ 49.68% |
$104K - $130K
|
9.6K
$390K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
10.6K+ 8.04% |
$345K - $431K
|
142K
$5.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 1.83% |
$229 - $285
|
389
$15.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.92K+ 4.9% |
$95.3K - $119K
|
62.5K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69K+ 6.9% |
$55.1K - $68.7K
|
26.1K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.29K+ 9.18% |
$74.7K - $93.2K
|
27.2K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
54+ 0.46% |
$1.76K - $2.2K
|
11.8K
$480K
|