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 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.7K+ 6.34% |
$585K - $630K
|
246K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1K+ 38.42% |
$402K - $432K
|
36.4K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.04K+ 4.39% |
$41.3K - $44.4K
|
24.6K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-292- 2.91% |
$11.6K - $12.5K
|
9.75K
$427K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
301+ 2.61% |
$12K - $12.9K
|
11.8K
$518K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.42K+ 22.16% |
$96.1K - $104K
|
13.3K
$583K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
137K+ 32.31% |
$5.46M - $5.88M
|
562K
$24.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
100+ 0.3% |
$3.98K - $4.29K
|
33.7K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 2.55% |
$1.61M - $1.73M
|
1.62M
$70.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
22.9K+ 0.27% |
$912K - $982K
|
8.41M
$368M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
543+ 0.86% |
$21.6K - $23.3K
|
63.8K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.11K- 5.64% |
$44.1K - $47.4K
|
18.5K
$810K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-124- 1.57% |
$4.94K - $5.31K
|
7.76K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.37K- 1.68% |
$54.5K - $58.7K
|
80.1K
$3.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-322- 43.87% |
$12.8K - $13.8K
|
412
$18K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
SELL
|
- |
-13- 0.23% |
$517 - $557
|
5.72K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9+ 1.49% |
$358 - $386
|
615
$26.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-229K- 2.96% |
$9.11M - $9.81M
|
7.5M
$328M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.7K+ 28.01% |
$825K - $888K
|
94.7K
$4.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.35K+ 1.61% |
$53.9K - $58K
|
85.3K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76.6K- 3.23% |
$3.05M - $3.28M
|
2.3M
$100M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-36K- 9.35% |
$1.43M - $1.54M
|
349K
$15.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.79K+ 0.52% |
$71.2K - $76.6K
|
348K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-959- 1.57% |
$38.2K - $41.1K
|
60.1K
$2.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.8K+ 34.28% |
$787K - $847K
|
77.4K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.14% |
$3.14K - $3.39K
|
55.4K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-11.2K- 2.95% |
$445K - $479K
|
368K
$16.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.86K- 16.08% |
$74K - $79.7K
|
9.71K
$425K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124K- 5.44% |
$4.92M - $5.3M
|
2.15M
$94M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.36K+ 41.8% |
$213K - $230K
|
18.2K
$795K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.64K+ 8.31% |
$65.2K - $70.2K
|
21.3K
$934K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.36K- 0.08% |
$93.8K - $101K
|
2.99M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
12.3KNew |
$488K - $526K
|
12.3K
$537K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-33.1K- 16.48% |
$1.32M - $1.42M
|
168K
$7.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 10.42% |
$1.17M - $1.26M
|
310K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.95K+ 1.74% |
$237K - $255K
|
348K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.25K+ 22.51% |
$49.6K - $53.4K
|
6.78K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-486- 1.73% |
$19.3K - $20.8K
|
27.5K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
290K+ 246.74% |
$11.5M - $12.4M
|
408K
$17.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.9K- 23.05% |
$475K - $512K
|
39.8K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-30.8K- 26.07% |
$1.23M - $1.32M
|
87.4K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.11K+ 2.1% |
$83.8K - $90.3K
|
102K
$4.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-8.64K- 12.48% |
$344K - $370K
|
60.6K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6.78K- 39.6% |
$270K - $291K
|
10.3K
$453K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
367+ 100.0% |
$14.6K - $15.7K
|
734
$32.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
566+ 6.44% |
$22.5K - $24.3K
|
9.35K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.88K+ 19.61% |
$74.6K - $80.4K
|
11.4K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.19K+ 1.71% |
$246K - $265K
|
369K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
50.9K+ 0.37% |
$2.03M - $2.18M
|
13.6M
$596M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
661+ 2.72% |
$26.3K - $28.3K
|
25K
$1.09M
|
|