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 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
101K+ 19.19% |
$3.3M - $4.11M
|
627K
$27.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-17.3K- 23.87% |
$567K - $707K
|
55.3K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
142+ 0.17% |
$4.64K - $5.79K
|
84.2K
$3.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1K+ 3.9% |
$32.7K - $40.8K
|
26.7K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 7.54% |
$50.6K - $63.2K
|
19K
$831K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-699- 11.03% |
$22.8K - $28.5K
|
5.64K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$625K - $779K
|
19.1K
$837K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-599- 1.38% |
$19.6K - $24.4K
|
42.9K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
99New |
$3.23K - $4.03K
|
99
$4.33K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.8K- 43.35% |
$320K - $400K
|
12.8K
$561K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 11.81% |
$406K - $506K
|
118K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
98+ 1.67% |
$3.2K - $3.99K
|
5.96K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-224- 2.81% |
$7.32K - $9.13K
|
7.76K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
256+ 2.35% |
$8.36K - $10.4K
|
11.1K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.15KNew |
$70.3K - $87.7K
|
2.15K
$94.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175New |
$5.72K - $7.13K
|
175
$7.66K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
274New |
$8.95K - $11.2K
|
274
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.12% |
$32.7 - $40.8
|
816
$35.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-253- 2.82% |
$8.26K - $10.3K
|
8.71K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
5+ 0.04% |
$163 - $204
|
13.2K
$579K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
20.4K+ 187.7% |
$667K - $832K
|
31.3K
$1.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-29- 0.52% |
$947 - $1.18K
|
5.52K
$242K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8.37K- 27.17% |
$273K - $341K
|
22.4K
$982K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.32KNew |
$239K - $298K
|
7.32K
$320K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
35.8K+ 12.84% |
$1.21M - $1.35M
|
314K
$13.8M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
618New |
$20.9K - $23.3K
|
618
$27K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-10.9KClosed |
$368K - $410K
|
0
$0
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
19K+ 9.12% |
$643K - $718K
|
227K
$9.95M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
241New |
$8.16K - $9.1K
|
241
$10.5K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
92New |
$3.11K - $3.47K
|
92
$4.03K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
131+ 0.92% |
$4.43K - $4.95K
|
14.4K
$630K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
580New |
$19.6K - $21.9K
|
580
$25.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
30New |
$1.02K - $1.13K
|
30
$1.31K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.6K+ 5.16% |
$529K - $590K
|
319K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40.8K- 85.42% |
$1.38M - $1.54M
|
6.96K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
48.9KNew |
$1.65M - $1.85M
|
48.9K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26- 0.27% |
$880 - $982
|
9.78K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
469New |
$15.9K - $17.7K
|
469
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
128New |
$4.33K - $4.83K
|
128
$5.6K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.66K+ 5.47% |
$225K - $251K
|
128K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
39.5KNew |
$1.34M - $1.49M
|
39.5K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.53K+ 130.27% |
$289K - $322K
|
15.1K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
90.7KNew |
$3.07M - $3.43M
|
90.7K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.17MNew |
$39.7M - $44.3M
|
1.17M
$51.3M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3+ 0.08% |
$102 - $113
|
3.85K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22KNew |
$41.3K - $46.1K
|
1.22K
$53.4K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 1.64% |
$5.08K - $5.67K
|
8.97K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
79New |
$2.67K - $2.98K
|
79
$3.46K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$440 - $491
|
13
$569
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
328+ 0.57% |
$11.1K - $12.4K
|
57.6K
$2.52M
|
|