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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
339K+ 12.07% |
$11.1M - $13.8M
|
3.15M
$130M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-53.7K- 48.24% |
$1.76M - $2.19M
|
57.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
39+ 1.4% |
$1.27K - $1.59K
|
2.82K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
37.3KNew |
$1.22M - $1.52M
|
37.3K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.87K+ 1.95% |
$60.9K - $76K
|
97.6K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
526+ 5.87% |
$17.2K - $21.4K
|
9.49K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
28.9KNew |
$943K - $1.18M
|
28.9K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.61K+ 2.41% |
$216K - $269K
|
281K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.43K- 22.18% |
$210K - $262K
|
22.6K
$929K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.3K+ 1.06% |
$468K - $583K
|
1.37M
$56.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-269- 35.91% |
$8.79K - $11K
|
480
$19.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14.3K- 69.61% |
$468K - $584K
|
6.26K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 2.71% |
$82.2K - $103K
|
90.2K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.25K+ 24.52% |
$139K - $173K
|
21.6K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.06K+ 1.07% |
$133K - $166K
|
382K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-5.36K- 3.08% |
$175K - $219K
|
169K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
5.45K+ 7.22% |
$178K - $222K
|
81K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.14K+ 2.17% |
$102K - $128K
|
148K
$6.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
331+ 1.68% |
$10.8K - $13.5K
|
20.1K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.6K+ 5537.35% |
$150K - $187K
|
4.68K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-460K- 16.19% |
$15M - $18.7M
|
2.38M
$98.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.8K- 5.01% |
$91.4K - $114K
|
53K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.61K- 6.88% |
$85.3K - $106K
|
35.3K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-6K- 6.86% |
$196K - $245K
|
81.5K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
31.3K+ 11.78% |
$1.02M - $1.28M
|
297K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 19.17% |
$334K - $416K
|
43.1K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.9K- 4.44% |
$127K - $159K
|
83.9K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-560- 2.7% |
$18.3K - $22.8K
|
20.2K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
31.7K+ 4.48% |
$1.03M - $1.29M
|
739K
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-90- 1.02% |
$2.94K - $3.67K
|
8.7K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.14K+ 10.8% |
$299K - $372K
|
93.8K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.07K+ 4.85% |
$67.6K - $84.4K
|
44.8K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
260+ 2.73% |
$8.49K - $10.6K
|
9.78K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.01K- 1.2% |
$65.8K - $82.1K
|
166K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-7.85K- 3.94% |
$256K - $320K
|
191K
$7.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
7.14K+ 2.89% |
$233K - $291K
|
254K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-252- 0.25% |
$8.23K - $10.3K
|
102K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
27.8K+ 14.77% |
$907K - $1.13M
|
216K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-15.1K- 4.26% |
$493K - $615K
|
340K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-56.4K- 2.71% |
$1.84M - $2.3M
|
2.02M
$83.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
477+ 7.19% |
$15.6K - $19.4K
|
7.12K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 1.26% |
$36.8K - $46K
|
90.9K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.3K+ 33.04% |
$761K - $949K
|
93.8K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
363+ 1.21% |
$11.9K - $14.8K
|
30.4K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.26K- 17.26% |
$139K - $173K
|
20.4K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-81- 0.75% |
$2.65K - $3.3K
|
10.7K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-10.4K- 64.94% |
$341K - $425K
|
5.63K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-671- 2.47% |
$21.9K - $27.3K
|
26.5K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.06K+ 4.38% |
$34.5K - $43K
|
25.2K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.5K+ 13.75% |
$2.7M - $3.36M
|
683K
$28.1M
|