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 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.5K+ 4.53% |
$459K - $495K
|
266K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-386K- 41.36% |
$15.4M - $16.5M
|
547K
$24.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
553+ 0.48% |
$22K - $23.7K
|
116K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
5+ 0.0% |
$199 - $214
|
402K
$17.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.35KNew |
$292K - $315K
|
7.35K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
102New |
$4.06K - $4.37K
|
102
$4.52K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
227+ 4.01% |
$9.03K - $9.73K
|
5.88K
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.38K- 1.06% |
$54.8K - $59K
|
129K
$5.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.13K- 0.81% |
$84.6K - $91.1K
|
259K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
718+ 1.28% |
$28.6K - $30.8K
|
56.8K
$2.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.34K- 16.31% |
$92.9K - $100K
|
12K
$530K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 26.96% |
$569K - $613K
|
67.3K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-419- 2.65% |
$16.7K - $18K
|
15.4K
$681K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-163- 15.22% |
$6.49K - $6.99K
|
908
$40.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-30- 0.1% |
$1.19K - $1.29K
|
30.4K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 1.98% |
$100K - $108K
|
125K
$5.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
6.52MNew |
$260M - $280M
|
6.52M
$289M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.38KNew |
$214K - $231K
|
5.38K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.92KNew |
$196K - $211K
|
4.92K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.93K- 49.26% |
$196K - $211K
|
5.08K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
134+ 0.83% |
$5.33K - $5.74K
|
16.4K
$724K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-238- 1.96% |
$9.47K - $10.2K
|
11.9K
$526K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.57K+ 4.86% |
$142K - $153K
|
77.1K
$3.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
22.3K+ 5.98% |
$887K - $955K
|
395K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.46K- 22.15% |
$58.3K - $62.7K
|
5.14K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-269- 6.2% |
$10.7K - $11.5K
|
4.07K
$180K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.52K+ 0.84% |
$220K - $237K
|
664K
$29.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.4K+ 1.38% |
$135K - $146K
|
251K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-175- 2.95% |
$6.96K - $7.5K
|
5.76K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
500+ 67.02% |
$19.9K - $21.4K
|
1.25K
$55.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-109K- 30.57% |
$4.33M - $4.66M
|
247K
$10.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1K+ 3.59% |
$39.8K - $42.9K
|
28.9K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.17K+ 1.45% |
$46.7K - $50.3K
|
82.2K
$3.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.15K+ 31.18% |
$324K - $349K
|
34.3K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
675+ 0.71% |
$26.9K - $28.9K
|
95.2K
$4.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
15.1K+ 7.89% |
$601K - $647K
|
206K
$9.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.02K- 4.19% |
$319K - $344K
|
184K
$8.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 39.23% |
$430K - $463K
|
38.3K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
171+ 20.85% |
$6.81K - $7.33K
|
991
$43.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.46K+ 22.98% |
$217K - $234K
|
29.2K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
6.29K+ 0.45% |
$250K - $270K
|
1.4M
$61.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.41K+ 4.17% |
$295K - $318K
|
185K
$8.19M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
10.2K+ 1.52% |
$405K - $436K
|
678K
$30M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
8.94K+ 11.57% |
$356K - $383K
|
86.2K
$3.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.81K+ 2.81% |
$350K - $377K
|
322K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
770+ 0.7% |
$30.6K - $33K
|
110K
$4.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
404K+ 23.28% |
$16.1M - $17.3M
|
2.14M
$94.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
40New |
$1.59K - $1.71K
|
40
$1.77K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
986+ 10.77% |
$39.2K - $42.3K
|
10.1K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-20- 0.17% |
$796 - $857
|
11.7K
$518K
|