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 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-3.82K- 19.3% |
$152K - $164K
|
16K
$707K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89.1K+ 43.82% |
$3.54M - $3.82M
|
292K
$12.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11.4K+ 3.29% |
$454K - $489K
|
358K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-870- 0.24% |
$34.6K - $37.3K
|
362K
$16M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
924+ 16.65% |
$36.8K - $39.6K
|
6.47K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
30+ 0.43% |
$1.19K - $1.29K
|
6.94K
$307K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-514- 0.7% |
$20.5K - $22K
|
73.1K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
15.4K+ 2.26% |
$613K - $661K
|
699K
$30.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
445New |
$17.7K - $19.1K
|
445
$19.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.77K+ 6.87% |
$70.4K - $75.9K
|
27.5K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.1K+ 1.91% |
$520K - $560K
|
696K
$30.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-740- 1.47% |
$29.5K - $31.7K
|
49.8K
$2.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
28+ 0.41% |
$1.11K - $1.2K
|
6.86K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.31K- 1.87% |
$132K - $142K
|
173K
$7.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.46K- 8.02% |
$178K - $191K
|
51.1K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-79- 1.08% |
$3.14K - $3.39K
|
7.25K
$321K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.2K+ 2.34% |
$644K - $693K
|
707K
$31.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
111K+ 7.36% |
$4.43M - $4.77M
|
1.62M
$71.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.88K+ 6.18% |
$234K - $252K
|
101K
$4.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-41.6K- 33.98% |
$1.65M - $1.78M
|
80.8K
$3.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
495+ 2.28% |
$19.7K - $21.2K
|
22.2K
$982K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-10.8K- 4.57% |
$431K - $464K
|
226K
$10M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-876- 0.53% |
$34.9K - $37.5K
|
163K
$7.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-142- 1.06% |
$5.65K - $6.09K
|
13.2K
$585K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
142+ 0.6% |
$5.65K - $6.09K
|
23.9K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.64K+ 13.35% |
$383K - $413K
|
81.8K
$3.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-19- 0.05% |
$756 - $814
|
40.3K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47.8K+ 12.91% |
$1.9M - $2.05M
|
418K
$18.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29K+ 32.51% |
$1.15M - $1.24M
|
118K
$5.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.53KNew |
$220K - $237K
|
5.53K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-2.44K- 26.18% |
$97K - $104K
|
6.88K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.19K- 9.98% |
$47.4K - $51K
|
10.7K
$476K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
2.99K+ 16.72% |
$119K - $128K
|
20.9K
$925K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4K+ 12.49% |
$453K - $487K
|
102K
$4.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24+ 0.37% |
$955 - $1.03K
|
6.58K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-908K- 94.25% |
$36.2M - $38.9M
|
55.4K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.85K+ 5.7% |
$312K - $336K
|
146K
$6.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.76K+ 4.67% |
$269K - $290K
|
152K
$6.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.9KNew |
$512K - $551K
|
12.9K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
349New |
$13.9K - $15K
|
349
$15.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-132- 1.59% |
$5.25K - $5.66K
|
8.2K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-141- 0.13% |
$5.61K - $6.04K
|
107K
$4.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.01K+ 3.99% |
$319K - $343K
|
209K
$9.24M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.26K- 5.22% |
$209K - $225K
|
95.5K
$4.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-224- 0.62% |
$8.92K - $9.6K
|
35.6K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 9.59% |
$106K - $114K
|
30.4K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.48K+ 10.93% |
$178K - $192K
|
45.5K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
32.8KNew |
$1.3M - $1.4M
|
32.8K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-100- 21.28% |
$3.98K - $4.29K
|
370
$16.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.64K+ 7.08% |
$264K - $285K
|
100K
$4.45M
|