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 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
94New |
$3.74K - $4.03K
|
94
$4.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.02KNew |
$319K - $344K
|
8.02K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.91K+ 24.06% |
$275K - $296K
|
35.6K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
153+ 1.92% |
$6.09K - $6.56K
|
8.12K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.85KNew |
$113K - $122K
|
2.85K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39.6K+ 77.96% |
$1.58M - $1.7M
|
90.3K
$4M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
9.32K+ 2.47% |
$371K - $399K
|
386K
$17.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
372New |
$14.8K - $15.9K
|
372
$16.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
621+ 81.07% |
$24.7K - $26.6K
|
1.39K
$61.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19.7K+ 11.09% |
$783K - $844K
|
197K
$8.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.71K- 2.81% |
$148K - $159K
|
128K
$5.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-554- 8.83% |
$22K - $23.7K
|
5.72K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 18.55% |
$432K - $466K
|
69.4K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.89K- 0.41% |
$75.2K - $81K
|
463K
$20.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-82K- 3.99% |
$3.26M - $3.51M
|
1.97M
$87.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36+ 39.56% |
$1.43K - $1.54K
|
127
$5.62K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.74K+ 82.23% |
$308K - $332K
|
17.2K
$760K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-247- 4.12% |
$9.83K - $10.6K
|
5.75K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
724K+ 10.89% |
$28.8M - $31M
|
7.37M
$326M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.57K+ 27.98% |
$62.4K - $67.2K
|
7.17K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
954+ 9.94% |
$38K - $40.9K
|
10.6K
$467K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
83+ 0.98% |
$3.3K - $3.56K
|
8.58K
$380K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11K+ 8.87% |
$437K - $470K
|
135K
$5.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-495- 1.11% |
$19.7K - $21.2K
|
44.3K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.55K+ 0.23% |
$61.8K - $66.5K
|
688K
$30.5M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.04K- 8.31% |
$41.4K - $44.6K
|
11.5K
$508K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
17.7K+ 9.54% |
$705K - $760K
|
203K
$9.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7.54K+ 28.07% |
$300K - $323K
|
34.4K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 6.83% |
$40.3K - $43.4K
|
13.8K
$611K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.43K+ 0.16% |
$56.8K - $61.1K
|
887K
$39.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-455- 24.97% |
$18.1K - $19.5K
|
1.37K
$60.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
16New |
$637 - $686
|
16
$708
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.39K- 2.99% |
$294K - $317K
|
240K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.01K- 2.93% |
$120K - $129K
|
99.6K
$4.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.9K- 11.34% |
$75.7K - $81.6K
|
14.9K
$659K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
52.7K+ 35.06% |
$2.1M - $2.26M
|
203K
$9M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-88- 49.72% |
$3.5K - $3.77K
|
89
$3.94K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-309- 19.52% |
$12.3K - $13.2K
|
1.27K
$56.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-182- 0.42% |
$7.24K - $7.8K
|
43.1K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
75.9K+ 45.32% |
$3.02M - $3.25M
|
243K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
106K+ 16.68% |
$4.22M - $4.54M
|
742K
$32.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.22K+ 17.66% |
$168K - $181K
|
28.1K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-244- 13.79% |
$9.71K - $10.5K
|
1.53K
$67.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.36K+ 65.51% |
$134K - $144K
|
8.49K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
12.4K+ 21.74% |
$492K - $529K
|
69.2K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-10.8K- 1.93% |
$429K - $462K
|
547K
$24.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
395+ 0.39% |
$15.7K - $16.9K
|
101K
$4.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-145K- 50.63% |
$5.75M - $6.19M
|
141K
$6.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
27.6KNew |
$1.1M - $1.18M
|
27.6K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.05K- 1.81% |
$41.7K - $44.9K
|
56.8K
$2.51M
|