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 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.98K+ 36.66% |
$195K - $244K
|
22.3K
$919K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-81.8K- 8.58% |
$2.67M - $3.34M
|
872K
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 1.02% |
$374K - $466K
|
1.11M
$45.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.27KNew |
$172K - $215K
|
5.27K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.88K+ 43.96% |
$93.9K - $117K
|
9.42K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
51K+ 57.27% |
$1.66M - $2.08M
|
140K
$5.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-500- 0.43% |
$16.3K - $20.4K
|
115K
$4.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.3K+ 7.27% |
$564K - $703K
|
255K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20- 0.29% |
$653 - $815
|
6.91K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
759+ 4.61% |
$24.8K - $30.9K
|
17.2K
$710K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
52.7K+ 7.59% |
$1.72M - $2.15M
|
748K
$30.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.12K+ 8.18% |
$69.1K - $86.2K
|
28K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 1.41% |
$355K - $442K
|
783K
$32.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-36- 0.31% |
$1.18K - $1.47K
|
11.6K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-117- 1.36% |
$3.82K - $4.77K
|
8.48K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-727K- 2.37% |
$23.8M - $29.6M
|
30M
$1.24B
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.58KNew |
$182K - $228K
|
5.58K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.6K+ 36.33% |
$346K - $431K
|
39.7K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.02M+ 22913.09% |
$33.4M - $41.7M
|
1.03M
$42.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.9K- 39.74% |
$2.15M - $2.69M
|
100K
$4.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-75.3K- 55.62% |
$2.46M - $3.07M
|
60.1K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 3949.21% |
$493K - $615K
|
15.5K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-409K- 32.11% |
$13.3M - $16.6M
|
864K
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.45K+ 30.51% |
$243K - $304K
|
31.9K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.37K- 10.54% |
$44.7K - $55.8K
|
11.6K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 1.82% |
$1.89K - $2.36K
|
3.25K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.02K- 15.42% |
$98.7K - $123K
|
16.6K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 5.97% |
$408K - $509K
|
197K
$8.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190K+ 51.53% |
$6.19M - $7.73M
|
558K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
109K+ 20.6% |
$3.55M - $4.42M
|
636K
$26.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.33K- 46.13% |
$305K - $380K
|
10.9K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30K- 0.99% |
$979K - $1.22M
|
2.99M
$123M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
90+ 0.27% |
$2.94K - $3.67K
|
33.6K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.97K+ 42.67% |
$96.8K - $121K
|
9.91K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.5KNew |
$49K - $61.1K
|
1.5K
$61.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
98.7K+ 569.26% |
$3.22M - $4.02M
|
116K
$4.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
89.6K+ 34.76% |
$2.93M - $3.65M
|
347K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-363- 1.14% |
$11.9K - $14.8K
|
31.4K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
162+ 2.53% |
$5.29K - $6.6K
|
6.56K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 12.11% |
$431K - $537K
|
122K
$5.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.61K- 1.21% |
$150K - $188K
|
378K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.78K+ 24.84% |
$58K - $72.3K
|
8.92K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
454+ 2.37% |
$14.8K - $18.5K
|
19.6K
$808K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
195+ 16.43% |
$6.37K - $7.95K
|
1.38K
$56.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-507- 5.74% |
$16.6K - $20.7K
|
8.32K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.88KNew |
$61.2K - $76.4K
|
1.88K
$77.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.4KNew |
$438K - $546K
|
13.4K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
130KNew |
$4.24M - $5.29M
|
130K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
138K+ 111.8% |
$4.51M - $5.63M
|
262K
$10.8M
|