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 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3.83K+ 6285.25% |
$125K - $156K
|
3.9K
$160K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9.35K+ 3.33% |
$305K - $381K
|
290K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
509+ 0.93% |
$16.6K - $20.7K
|
55.3K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
79.3K+ 433.16% |
$2.59M - $3.23M
|
97.6K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.8K+ 183.9% |
$417K - $520K
|
19.7K
$812K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19.3K+ 23.22% |
$632K - $788K
|
103K
$4.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
307K+ 0.97% |
$10M - $12.5M
|
32M
$1.32B
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.78KNew |
$90.8K - $113K
|
2.78K
$115K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-12.6K- 8.64% |
$411K - $513K
|
133K
$5.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-535- 6.65% |
$17.5K - $21.8K
|
7.51K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-10.9K- 3.28% |
$358K - $446K
|
323K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
264+ 4.94% |
$8.62K - $10.8K
|
5.61K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.47KNew |
$244K - $304K
|
7.47K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.24KNew |
$171K - $213K
|
5.24K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-156K- 32.35% |
$5.08M - $6.34M
|
325K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
155+ 0.54% |
$5.06K - $6.32K
|
28.6K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-351K- 5.46% |
$11.5M - $14.3M
|
6.08M
$250M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
90.2K+ 52.74% |
$2.95M - $3.68M
|
261K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
100+ 1.01% |
$3.27K - $4.08K
|
9.99K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
269+ 0.49% |
$8.79K - $11K
|
55.6K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.03K- 20.13% |
$197K - $246K
|
23.9K
$985K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
13.5K+ 15.52% |
$442K - $552K
|
101K
$4.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-128K- 41.88% |
$4.18M - $5.21M
|
177K
$7.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-185- 1.26% |
$6.04K - $7.54K
|
14.5K
$597K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-53.9K- 2.55% |
$1.76M - $2.2M
|
2.06M
$84.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
120K+ 15.23% |
$3.92M - $4.89M
|
907K
$37.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48.9K+ 7.14% |
$1.6M - $1.99M
|
733K
$30.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.69K- 7.49% |
$55.1K - $68.8K
|
20.8K
$859K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
197KNew |
$6.44M - $8.04M
|
197K
$8.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
23.1K+ 15.0% |
$754K - $941K
|
177K
$7.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
293KNew |
$9.56M - $11.9M
|
293K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-63.5K- 24.58% |
$2.07M - $2.59M
|
195K
$8.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.8K+ 8.61% |
$320K - $399K
|
124K
$5.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.66K- 42.91% |
$250K - $312K
|
10.2K
$420K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.2K- 98.2% |
$39.2K - $48.9K
|
22
$906
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-69.3K- 31.55% |
$2.26M - $2.83M
|
150K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
175+ 70.85% |
$5.72K - $7.13K
|
422
$17.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 0.25% |
$392 - $489
|
4.88K
$201K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-94- 1.81% |
$3.07K - $3.83K
|
5.09K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4.98K+ 4611.11% |
$163K - $203K
|
5.09K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 27.19% |
$69.5K - $86.8K
|
5.7K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-1.69K- 22.79% |
$55.3K - $68.9K
|
5.73K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.92K+ 45.61% |
$128K - $160K
|
12.5K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
591K+ 498.97% |
$19.3M - $24.1M
|
709K
$29.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
730K+ 5.68% |
$23.8M - $29.8M
|
13.6M
$560M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 47.54% |
$557K - $695K
|
18.8K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-415- 1.54% |
$13.6K - $16.9K
|
26.6K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.52K- 20.19% |
$49.5K - $61.8K
|
5.99K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-128K- 18.43% |
$4.18M - $5.22M
|
566K
$23.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
34.8K+ 5.2% |
$1.14M - $1.42M
|
704K
$29M
|