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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.01K- 10.14% |
$98.2K - $122K
|
26.7K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
537+ 5.4% |
$17.5K - $21.9K
|
10.5K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-762- 12.31% |
$24.9K - $31.1K
|
5.43K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.16K- 14.22% |
$38K - $47.4K
|
7.01K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
974+ 4.7% |
$31.8K - $39.7K
|
21.7K
$894K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9.18K+ 2.72% |
$300K - $374K
|
347K
$14.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.25K+ 34.03% |
$204K - $255K
|
24.6K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.64K- 32.69% |
$152K - $189K
|
9.56K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$200K - $250K
|
6.12K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.78K- 1.4% |
$58.1K - $72.5K
|
125K
$5.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.72K+ 37.37% |
$88.7K - $111K
|
9.99K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.12K- 6.72% |
$102K - $127K
|
43.3K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
13.4K+ 10.81% |
$439K - $547K
|
138K
$5.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12.8K+ 16.3% |
$419K - $523K
|
91.6K
$3.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
921+ 0.98% |
$30.1K - $37.5K
|
95.2K
$3.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
8.37K+ 31.02% |
$273K - $341K
|
35.4K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
1.53K+ 3.62% |
$50K - $62.3K
|
43.8K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.31K- 3.32% |
$108K - $135K
|
96.2K
$3.96M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 0.06% |
$653 - $815
|
33.8K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-46.9K- 28.9% |
$1.53M - $1.91M
|
115K
$4.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
45.3K+ 31.99% |
$1.48M - $1.85M
|
187K
$7.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
108K+ 36.33% |
$3.52M - $4.39M
|
404K
$16.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-6.06K- 8.05% |
$198K - $247K
|
69.2K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-98- 1.24% |
$3.2K - $3.99K
|
7.83K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78+ 1.41% |
$2.55K - $3.18K
|
5.62K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29.1K+ 3.15% |
$951K - $1.19M
|
953K
$39.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.53K- 29.96% |
$311K - $388K
|
22.3K
$918K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-108K- 34.23% |
$3.52M - $4.39M
|
207K
$8.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.56K- 54.84% |
$116K - $145K
|
2.93K
$121K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-143- 61.11% |
$4.67K - $5.83K
|
91
$3.75K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.97KNew |
$260K - $325K
|
7.97K
$328K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$39.9K - $49.8K
|
1.22K
$50.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.71KNew |
$186K - $233K
|
5.71K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.27KNew |
$74.1K - $92.5K
|
2.27K
$93.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.92K+ 11.4% |
$62.5K - $78K
|
18.7K
$771K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.26M- 44.63% |
$41.1M - $51.3M
|
1.56M
$64.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-526- 2.85% |
$17.2K - $21.4K
|
17.9K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.46K- 26.22% |
$80.2K - $100K
|
6.91K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.2K+ 16.38% |
$2.16M - $2.7M
|
470K
$19.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.13KNew |
$168K - $209K
|
5.13K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
283+ 15.09% |
$9.24K - $11.5K
|
2.16K
$88.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-382- 0.49% |
$12.5K - $15.6K
|
77.3K
$3.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.51K- 1.98% |
$49.4K - $61.7K
|
74.9K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5K- 13.38% |
$163K - $204K
|
32.4K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.39KNew |
$176K - $220K
|
5.39K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
72.9K+ 34.06% |
$2.38M - $2.97M
|
287K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.33K+ 38.41% |
$76K - $94.8K
|
8.38K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-358- 4.89% |
$11.7K - $14.6K
|
6.96K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.11K+ 2.39% |
$167K - $208K
|
219K
$9.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
32.5KNew |
$1.06M - $1.32M
|
32.5K
$1.34M
|