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 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$332K - $414K
|
10.2K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-23.9K- 18.24% |
$781K - $974K
|
107K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-164- 2.34% |
$5.36K - $6.68K
|
6.86K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53.4K+ 7.86% |
$1.74M - $2.18M
|
733K
$30.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.9K- 9.14% |
$813K - $1.01M
|
247K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-141K- 6.34% |
$4.62M - $5.76M
|
2.09M
$86M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$32.7 - $40.8
|
12.1K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
32.1K+ 28.49% |
$1.05M - $1.31M
|
145K
$5.97M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
739K+ 39.09% |
$24.1M - $30.1M
|
2.63M
$108M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
347New |
$11.3K - $14.1K
|
347
$14.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7.6K+ 0.93% |
$248K - $310K
|
823K
$33.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 0.47% |
$1.96K - $2.45K
|
12.8K
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.78K+ 11.38% |
$58.2K - $72.6K
|
17.4K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.11K- 6.86% |
$36.3K - $45.3K
|
15.1K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
922+ 0.61% |
$30.1K - $37.6K
|
153K
$6.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
49+ 4.66% |
$1.6K - $2K
|
1.1K
$45.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6.69K- 1.89% |
$218K - $272K
|
347K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
419+ 0.81% |
$13.7K - $17.1K
|
52.3K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
219+ 36.44% |
$7.15K - $8.92K
|
820
$33.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
205+ 0.77% |
$6.7K - $8.35K
|
26.9K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-375- 17.07% |
$12.2K - $15.3K
|
1.82K
$75.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-173K- 94.37% |
$5.65M - $7.05M
|
10.3K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.2K+ 7.14% |
$432K - $539K
|
199K
$8.18M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.6K- 15.4% |
$837K - $1.04M
|
141K
$5.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.63K+ 44.15% |
$85.7K - $107K
|
8.57K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-294- 0.51% |
$9.6K - $12K
|
56.9K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
716K+ 289.51% |
$23.4M - $29.2M
|
964K
$39.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 60.29% |
$78.5K - $97.9K
|
1.58K
$65.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-861- 0.85% |
$28.1K - $35.1K
|
100K
$4.13M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
15.8KNew |
$516K - $644K
|
15.8K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-30.4K- 52.5% |
$993K - $1.24M
|
27.5K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
78+ 0.68% |
$2.55K - $3.18K
|
11.5K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.4K+ 4.36% |
$406K - $507K
|
297K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-411- 0.75% |
$13.4K - $16.7K
|
54.4K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
687+ 9.05% |
$22.4K - $28K
|
8.28K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-8K- 48.86% |
$261K - $326K
|
8.37K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
8.88K+ 14.98% |
$290K - $362K
|
68.1K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
521+ 35.91% |
$17K - $21.2K
|
1.97K
$81.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$457 - $571
|
2.91K
$120K
|
|
|
Aug 11, 2025
Q2 2025
|
Fairfield University
|
SELL
|
- |
-568K- 80.91% |
$18.5M - $23.1M
|
134K
$5.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.78K- 33.46% |
$90.9K - $113K
|
5.54K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.05K+ 2.62% |
$34.1K - $42.6K
|
41K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 6.79% |
$107K - $133K
|
51.3K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12.1KNew |
$394K - $492K
|
12.1K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
789+ 1.56% |
$25.8K - $32.2K
|
51.5K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
15.9K+ 131.47% |
$519K - $648K
|
28K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 45.82% |
$202K - $252K
|
7.33K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
57.2KNew |
$1.87M - $2.33M
|
57.2K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-42- 0.75% |
$1.37K - $1.71K
|
5.55K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.76K+ 6.49% |
$221K - $275K
|
111K
$4.57M
|