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 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
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 1.66% |
$588 - $734
|
1.1K
$48.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
64+ 3.02% |
$2.09K - $2.61K
|
2.18K
$96.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.71KNew |
$219K - $273K
|
6.71K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
163+ 1.68% |
$5.32K - $6.64K
|
9.85K
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$167K - $209K
|
5.12K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.38K- 30.08% |
$77.8K - $97.1K
|
5.54K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
94+ 0.89% |
$3.07K - $3.83K
|
10.6K
$471K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-232K- 60.61% |
$7.59M - $9.47M
|
151K
$6.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
21K+ 13.82% |
$685K - $855K
|
173K
$7.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.07K+ 1.5% |
$264K - $329K
|
547K
$24.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 1.83% |
$229 - $285
|
389
$17.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
260New |
$8.49K - $10.6K
|
260
$11.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.7K- 45.59% |
$382K - $476K
|
14K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 1.37% |
$32.7 - $40.8
|
74
$3.28K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
7.22KNew |
$236K - $294K
|
7.22K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.17% |
$65.3 - $81.5
|
94
$4.16K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6.72K+ 3.46% |
$220K - $274K
|
201K
$8.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.04K- 2.11% |
$66.5K - $82.9K
|
94.5K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.86% |
$621 - $774
|
2.18K
$96.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.53K+ 135.0% |
$311K - $388K
|
16.6K
$734K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
300+ 3.55% |
$9.8K - $12.2K
|
8.76K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
571+ 1427.5% |
$18.6K - $23.3K
|
611
$27.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.01KNew |
$164K - $204K
|
5.01K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-900- 2.34% |
$29.4K - $36.7K
|
37.5K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
649+ 2.28% |
$21.2K - $26.4K
|
29.1K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5KNew |
$163K - $204K
|
5K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.95K+ 2.52% |
$129K - $161K
|
161K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
505+ 1.23% |
$16.5K - $20.6K
|
41.5K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.27% |
$65.3 - $81.5
|
159
$7.04K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$27.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.3K- 23.87% |
$567K - $707K
|
55.3K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
142+ 0.17% |
$4.64K - $5.79K
|
84.2K
$3.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1K+ 3.9% |
$32.7K - $40.8K
|
26.7K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 7.54% |
$50.6K - $63.2K
|
19K
$841K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-699- 11.03% |
$22.8K - $28.5K
|
5.64K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$847K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-599- 1.38% |
$19.6K - $24.4K
|
42.9K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
99New |
$3.23K - $4.03K
|
99
$4.38K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.8K- 43.35% |
$320K - $400K
|
12.8K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$406K - $506K
|
118K
$5.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
98+ 1.67% |
$3.2K - $3.99K
|
5.96K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-224- 2.81% |
$7.32K - $9.13K
|
7.76K
$344K
|