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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 6.63% |
$45.5K - $49K
|
18.4K
$814K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.06K- 39.48% |
$321K - $345K
|
12.3K
$547K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 5.62% |
$55K - $59.3K
|
23.2K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.3KNew |
$491K - $529K
|
12.3K
$546K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.65KNew |
$304K - $328K
|
7.65K
$339K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-275- 0.25% |
$10.9K - $11.8K
|
110K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-73- 0.86% |
$2.91K - $3.13K
|
8.4K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.99K+ 7.93% |
$79.3K - $85.4K
|
27.1K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.5K+ 16.74% |
$1.3M - $1.39M
|
227K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 9.64% |
$657K - $708K
|
188K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.56K- 51.65% |
$341K - $367K
|
8.02K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.42K- 0.69% |
$56.4K - $60.7K
|
203K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
PUT |
12.8KNew |
$508K - $547K
|
12.8K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.38K+ 29.05% |
$174K - $188K
|
19.5K
$862K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
463+ 8.02% |
$18.4K - $19.8K
|
6.24K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-898- 1.65% |
$35.7K - $38.5K
|
53.5K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.07KNew |
$242K - $260K
|
6.07K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-126- 2.48% |
$5.01K - $5.4K
|
4.96K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
19.5K+ 13.19% |
$775K - $835K
|
167K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
17.2K+ 3.16% |
$686K - $738K
|
562K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
39.2K+ 33.84% |
$1.56M - $1.68M
|
155K
$6.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
11New |
$438 - $471
|
11
$487
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-98- 0.09% |
$3.9K - $4.2K
|
115K
$5.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.74K+ 162.01% |
$348K - $374K
|
14.1K
$626K
|
|
|
Nov 12, 2025
Q3 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-1.94K- 2.13% |
$77.1K - $83.1K
|
88.9K
$3.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
46.5K+ 6.22% |
$1.85M - $1.99M
|
794K
$35.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.45K- 10.33% |
$177K - $191K
|
38.6K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
694+ 3.58% |
$27.6K - $29.7K
|
20.1K
$890K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.04M+ 13.48% |
$161M - $173M
|
34.1M
$1.51B
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.12K- 3.04% |
$44.7K - $48.2K
|
35.8K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
132+ 7.3% |
$5.25K - $5.66K
|
1.94K
$85.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-61.5K- 22.53% |
$2.45M - $2.64M
|
212K
$9.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-288- 2.88% |
$11.5K - $12.3K
|
9.7K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.37KNew |
$293K - $316K
|
7.37K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
11.8K+ 208.78% |
$468K - $504K
|
17.4K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
38.7K+ 7.2% |
$1.54M - $1.66M
|
576K
$25.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
806K+ 20.24% |
$32.1M - $34.6M
|
4.79M
$212M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.08K+ 3.41% |
$202K - $218K
|
154K
$6.81M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
487+ 5.88% |
$19.4K - $20.9K
|
8.76K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
54.1K+ 15.57% |
$2.15M - $2.32M
|
401K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
14.8KNew |
$588K - $633K
|
14.8K
$654K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
214K+ 5.19% |
$8.5M - $9.15M
|
4.33M
$192M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.02K+ 0.37% |
$40.5K - $43.6K
|
277K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9.07K+ 2612.97% |
$361K - $389K
|
9.41K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
172+ 4.42% |
$6.85K - $7.37K
|
4.07K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.83KNew |
$192K - $207K
|
4.83K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-52- 0.08% |
$2.07K - $2.23K
|
65.8K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
19.3K+ 2.74% |
$767K - $826K
|
723K
$32M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
24+ 0.01% |
$955 - $1.03K
|
216K
$9.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.57KNew |
$341K - $367K
|
8.57K
$380K
|