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
|
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
|
|
|
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
|