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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2K+ 31.87% |
$79.6K - $85.7K
|
8.28K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
10.7KNew |
$427K - $460K
|
10.7K
$475K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.44K+ 7.14% |
$296K - $319K
|
112K
$4.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.13% |
$438 - $471
|
8.35K
$370K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-98- 0.26% |
$3.9K - $4.2K
|
37.5K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.81KNew |
$191K - $206K
|
4.81K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.62K- 7.22% |
$64.5K - $69.4K
|
20.8K
$922K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-170K- 8.37% |
$6.75M - $7.27M
|
1.86M
$82.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
38.3K+ 6.17% |
$1.52M - $1.64M
|
658K
$29.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-62- 5.63% |
$2.47K - $2.66K
|
1.04K
$46K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16.3KNew |
$647K - $697K
|
16.3K
$720K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.81K- 21.04% |
$271K - $292K
|
25.5K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.83KNew |
$113K - $121K
|
2.83K
$125K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.94KNew |
$196K - $212K
|
4.94K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
779+ 8.33% |
$31K - $33.4K
|
10.1K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.8K- 3.68% |
$71.6K - $77.1K
|
47.2K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-228- 0.99% |
$9.07K - $9.77K
|
22.7K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
670+ 6.47% |
$26.7K - $28.7K
|
11K
$489K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.4K+ 1.85% |
$215K - $231K
|
297K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.8K+ 19.29% |
$510K - $549K
|
79.2K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-557- 3.73% |
$22.2K - $23.9K
|
14.4K
$636K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-171- 1.1% |
$6.81K - $7.33K
|
15.4K
$681K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7.4K- 7.54% |
$294K - $317K
|
90.6K
$4.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.87K- 5.3% |
$74.6K - $80.3K
|
33.5K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
101K+ 5.05% |
$4.01M - $4.32M
|
2.1M
$92.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-76.4K- 79.44% |
$3.04M - $3.28M
|
19.8K
$876K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
73.4K+ 134.09% |
$2.92M - $3.15M
|
128K
$5.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-291- 0.64% |
$11.6K - $12.5K
|
45.1K
$2M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.24K+ 14.8% |
$49.4K - $53.1K
|
9.62K
$426K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-328- 3.17% |
$13.1K - $14.1K
|
10K
$444K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-145- 0.78% |
$5.77K - $6.21K
|
18.5K
$818K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.17K+ 82.02% |
$246K - $264K
|
13.7K
$606K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-4.77K- 5.72% |
$190K - $204K
|
78.6K
$3.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.19K+ 0.91% |
$47.5K - $51.1K
|
133K
$5.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.58KNew |
$302K - $325K
|
7.58K
$335K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
304+ 2.04% |
$12.1K - $13K
|
15.2K
$673K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-960- 15.77% |
$38.2K - $41.1K
|
5.13K
$227K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
9.4KNew |
$374K - $403K
|
9.4K
$416K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.46K+ 4.58% |
$217K - $234K
|
125K
$5.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3- -0.0% |
$119 - $129
|
71.5K
$3.17M
|