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 07, 2025
Q3 2025
|
Fairfield University
|
BUY
|
- |
162K+ 121.11% |
$6.46M - $6.95M
|
296K
$13.1M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-225- 0.43% |
$8.96K - $9.64K
|
52K
$2.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.18K- 38.84% |
$365K - $393K
|
14.5K
$640K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.75K+ 1.92% |
$189K - $203K
|
252K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24.8K+ 13.09% |
$986K - $1.06M
|
214K
$9.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.2KNew |
$1.28M - $1.38M
|
32.2K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.99K- 23.4% |
$198K - $214K
|
16.3K
$723K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.7K- 0.89% |
$67.7K - $72.9K
|
190K
$8.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.5KNew |
$219K - $236K
|
5.5K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.6K- 5.68% |
$423K - $456K
|
176K
$7.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.11K+ 46.8% |
$164K - $176K
|
12.9K
$571K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.14K+ 20.01% |
$45.3K - $48.7K
|
6.82K
$302K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-355- 0.22% |
$14.1K - $15.2K
|
163K
$7.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.65K- 3.37% |
$264K - $285K
|
191K
$8.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
8.78KNew |
$349K - $376K
|
8.78K
$389K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
22.9K+ 1.67% |
$911K - $981K
|
1.39M
$61.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-45.4K- 79.4% |
$1.81M - $1.95M
|
11.8K
$522K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 1.61% |
$85.7K - $92.3K
|
131K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132K- 10.01% |
$5.25M - $5.66M
|
1.19M
$52.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.19K+ 1.67% |
$127K - $137K
|
194K
$8.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.4K+ 37.82% |
$416K - $448K
|
38.1K
$1.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.24K- 1.92% |
$248K - $267K
|
319K
$14.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18.7K+ 19.63% |
$744K - $801K
|
114K
$5.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.92K+ 41.1% |
$116K - $125K
|
10K
$445K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.05K+ 9.37% |
$41.9K - $45.1K
|
12.3K
$544K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24.1K+ 128.99% |
$961K - $1.03M
|
42.9K
$1.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.71KNew |
$187K - $202K
|
4.71K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-28.3K- 56.13% |
$1.13M - $1.21M
|
22.2K
$981K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
325K+ 20.81% |
$12.9M - $13.9M
|
1.89M
$83.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-63.4K- 13.47% |
$2.52M - $2.72M
|
407K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.6KNew |
$543K - $585K
|
13.6K
$604K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
114KNew |
$4.53M - $4.88M
|
114K
$5.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.9K- 61.3% |
$155K - $167K
|
2.46K
$109K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.63K+ 2654.15% |
$343K - $370K
|
8.95K
$396K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.14K- 19.02% |
$85.1K - $91.6K
|
9.1K
$403K
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
549+ 1.68% |
$21.9K - $23.5K
|
33.1K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.58K+ 73.33% |
$381K - $411K
|
22.7K
$1M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
15.3K+ 19.34% |
$609K - $656K
|
94.4K
$4.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
5.03KNew |
$200K - $215K
|
5.03K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.59K+ 1.7% |
$63.2K - $68.1K
|
95K
$4.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.49K+ 6.43% |
$219K - $235K
|
90.9K
$4.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
4.43K+ 8.86% |
$176K - $190K
|
54.4K
$2.41M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
969K+ 36.83% |
$38.6M - $41.5M
|
3.6M
$159M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-1.27K- 1.02% |
$50.5K - $54.4K
|
124K
$5.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.14K- 59.35% |
$45.3K - $48.8K
|
780
$34.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-152- 2.18% |
$6.05K - $6.51K
|
6.81K
$301K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
33.2K+ 11.18% |
$1.32M - $1.42M
|
331K
$14.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
104K+ 50.03% |
$4.13M - $4.44M
|
311K
$13.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
31.3KNew |
$1.25M - $1.34M
|
31.3K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.07K+ 7.24% |
$82.4K - $88.8K
|
30.7K
$1.36M
|