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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 18.0% |
$40.8K - $44K
|
6.73K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-212- 2.74% |
$8.44K - $9.09K
|
7.51K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
8.57KNew |
$341K - $367K
|
8.57K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87.2K- 11.91% |
$3.47M - $3.74M
|
645K
$28.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
203K+ 61.85% |
$8.09M - $8.72M
|
532K
$23.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.48K+ 4.83% |
$98.6K - $106K
|
53.8K
$2.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.74K- 24.08% |
$348K - $375K
|
27.6K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
4.79KNew |
$190K - $205K
|
4.79K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-5.78K- 2.21% |
$230K - $248K
|
256K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-287- 0.1% |
$11.4K - $12.3K
|
287K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
357+ 166.05% |
$14.2K - $15.3K
|
572
$25.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
18.9K+ 5.85% |
$752K - $810K
|
342K
$15.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15K+ 1.62% |
$597K - $642K
|
939K
$41.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
50.8K+ 5.08% |
$2.02M - $2.18M
|
1.05M
$46.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.6K+ 12.87% |
$742K - $799K
|
163K
$7.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.14K- 5.12% |
$165K - $177K
|
76.7K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-578- 3.07% |
$23K - $24.8K
|
18.2K
$808K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.36K+ 16.51% |
$373K - $401K
|
66.1K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-42.2K- 4.88% |
$1.68M - $1.81M
|
822K
$36.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.86K- 8.84% |
$353K - $380K
|
91.3K
$4.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-143K- 48.74% |
$5.68M - $6.11M
|
150K
$6.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150K+ 5.34% |
$5.95M - $6.41M
|
2.95M
$131M
|
|
|
Nov 10, 2025
Q3 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-16.3K- 1.98% |
$649K - $699K
|
807K
$35.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.22K- 50.0% |
$128K - $138K
|
3.22K
$143K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.26K- 49.04% |
$170K - $183K
|
4.43K
$196K
|