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 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18K+ 2.73% |
$47K - $50.7K
|
44.5K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
721+ 0.41% |
$28.7K - $30.9K
|
178K
$7.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.15K- 1.7% |
$165K - $178K
|
240K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-37.2K- 4.37% |
$1.48M - $1.59M
|
813K
$36M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
610New |
$24.3K - $26.1K
|
610
$27K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.5K+ 5.2% |
$697K - $751K
|
354K
$15.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
850New |
$33.8K - $36.4K
|
850
$37.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.44K+ 7.46% |
$137K - $147K
|
49.5K
$2.19M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
5.42K+ 3.87% |
$216K - $232K
|
145K
$6.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1K+ 1.52% |
$39.9K - $43K
|
66.8K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
540+ 4.26% |
$21.5K - $23.1K
|
13.2K
$585K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
128K+ 11.56% |
$5.09M - $5.49M
|
1.23M
$54.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- -0.0% |
$279 - $300
|
149K
$6.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
178+ 0.3% |
$7.08K - $7.63K
|
58.7K
$2.6M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.2K+ 4.4% |
$962K - $1.04M
|
573K
$25.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-47.9K- 11.21% |
$1.91M - $2.05M
|
379K
$16.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
11.5K+ 5.31% |
$456K - $492K
|
227K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
3.75K+ 2.88% |
$149K - $161K
|
134K
$5.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.35K+ 27.16% |
$53.8K - $58K
|
6.33K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.23K+ 5.87% |
$208K - $224K
|
94.3K
$4.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 0.42% |
$162K - $175K
|
966K
$42.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.49K- 1.8% |
$59.4K - $64K
|
81.6K
$3.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.66K- 3.81% |
$185K - $200K
|
117K
$5.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-29.6K- 2.89% |
$1.18M - $1.27M
|
997K
$44.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-193- 2.81% |
$7.68K - $8.27K
|
6.67K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
54.3K+ 7.35% |
$2.16M - $2.33M
|
793K
$35.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 16.44% |
$54.8K - $59K
|
7K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.48K+ 14.52% |
$298K - $321K
|
59K
$2.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.48K- 32.57% |
$98.5K - $106K
|
5.13K
$227K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.16% |
$318 - $343
|
4.89K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
283+ 5.6% |
$11.3K - $12.1K
|
5.33K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
224K+ 15.14% |
$8.91M - $9.6M
|
1.7M
$75.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.1K+ 45.35% |
$402K - $433K
|
32.4K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
8.84K+ 31.95% |
$352K - $379K
|
36.5K
$1.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.09KNew |
$322K - $347K
|
8.09K
$358K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-441- 5.15% |
$17.6K - $18.9K
|
8.13K
$360K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
588+ 18.1% |
$23.4K - $25.2K
|
3.84K
$170K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14K+ 2.7% |
$45.4K - $48.9K
|
43.4K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 5.81% |
$56.1K - $60.4K
|
25.7K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
SELL
|
- |
-1.34K- 19.47% |
$53.3K - $57.4K
|
5.54K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-45- 0.34% |
$1.79K - $1.93K
|
13.1K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-371- 2.51% |
$14.8K - $15.9K
|
14.4K
$638K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
77.5K+ 6.53% |
$3.09M - $3.32M
|
1.27M
$56M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-2.24K- 5.93% |
$89K - $95.8K
|
35.5K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-237- 1.05% |
$9.43K - $10.2K
|
22.4K
$993K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
737+ 3.09% |
$29.3K - $31.6K
|
24.6K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
180K+ 9.78% |
$7.16M - $7.71M
|
2.02M
$89.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
554+ 0.86% |
$22K - $23.7K
|
64.8K
$2.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-197- 0.19% |
$7.84K - $8.44K
|
104K
$4.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46.1KNew |
$1.83M - $1.97M
|
46.1K
$2.04M
|