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 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
392KNew |
$12.8M - $16M
|
392K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.2K- 4.52% |
$561K - $699K
|
363K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.47K+ 0.66% |
$80.7K - $101K
|
379K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-899- 2.9% |
$29.4K - $36.6K
|
30.1K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26M+ 31.47% |
$41.2M - $51.4M
|
5.27M
$217M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
444+ 0.38% |
$14.5K - $18.1K
|
118K
$4.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 21.26% |
$49.7K - $62.1K
|
8.69K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.88K- 9.82% |
$225K - $280K
|
63.2K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.12K- 1.73% |
$102K - $127K
|
177K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
175+ 0.7% |
$5.72K - $7.13K
|
25.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.6K- 2.85% |
$2.18M - $2.71M
|
2.27M
$93.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
50.8KNew |
$1.66M - $2.07M
|
50.8K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
61.7K+ 12.96% |
$2.01M - $2.51M
|
538K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.42K+ 6.05% |
$46.4K - $57.9K
|
24.9K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3.74KNew |
$122K - $153K
|
3.74K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
469+ 1.96% |
$15.3K - $19.1K
|
24.4K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-660- 0.36% |
$21.6K - $26.9K
|
180K
$7.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
50.1KNew |
$1.64M - $2.04M
|
50.1K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
11.3K+ 25.59% |
$370K - $462K
|
55.6K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.87M- 95.37% |
$192M - $239M
|
285K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.51K+ 10.55% |
$81.8K - $102K
|
26.3K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.18KNew |
$169K - $211K
|
5.18K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-50- 0.19% |
$1.63K - $2.04K
|
25.8K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 3.7% |
$186K - $233K
|
149K
$6.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-35.2K- 24.33% |
$1.15M - $1.43M
|
109K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.97K+ 12.97% |
$162K - $203K
|
43.3K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.88K+ 10.66% |
$61.2K - $76.4K
|
19.5K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 0.75% |
$93.5K - $117K
|
385K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
279+ 0.25% |
$9.11K - $11.4K
|
113K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.55K- 5.53% |
$50.6K - $63.1K
|
26.5K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.21KNew |
$170K - $212K
|
5.21K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
75.1K+ 531.92% |
$2.45M - $3.06M
|
89.3K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-6.34K- 5.09% |
$207K - $258K
|
118K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.24KNew |
$40.4K - $50.4K
|
1.24K
$50.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10.9K+ 173.4% |
$355K - $443K
|
17.1K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.2K+ 10.57% |
$1.05M - $1.31M
|
337K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.1K+ 2.71% |
$232K - $289K
|
269K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
91.5K+ 36.58% |
$2.99M - $3.73M
|
342K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
109+ 1.6% |
$3.56K - $4.44K
|
6.94K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.68K+ 48.59% |
$153K - $191K
|
14.3K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
74KNew |
$2.42M - $3.01M
|
74K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.46M- 8.38% |
$178M - $223M
|
59.7M
$2.46B
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.78KNew |
$254K - $317K
|
7.78K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.23M- 19.62% |
$40M - $50M
|
5.02M
$207M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
40.2KNew |
$1.31M - $1.64M
|
40.2K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
85.4KNew |
$2.79M - $3.48M
|
85.4K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.69K+ 1.26% |
$153K - $191K
|
376K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.68K+ 12.21% |
$54.8K - $68.4K
|
15.4K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
55.9K+ 50.09% |
$1.83M - $2.28M
|
167K
$6.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.39K+ 8.35% |
$176K - $220K
|
69.9K
$2.88M
|