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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-55- 0.42% |
$2.32K - $2.44K
|
13.2K
$576K
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.83K+ 3.08% |
$289K - $303K
|
229K
$10M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
177KNew |
$7.47M - $7.83M
|
177K
$7.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32K+ 1.64% |
$1.35M - $1.42M
|
1.98M
$86.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.97K+ 20.22% |
$337K - $353K
|
47.4K
$2.07M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
148K+ 25.86% |
$6.27M - $6.56M
|
722K
$31.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.4K+ 5.14% |
$439K - $460K
|
213K
$9.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.24K+ 4.86% |
$94.7K - $99.2K
|
48.3K
$2.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.3K- 1.7% |
$182K - $190K
|
248K
$10.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.5K+ 12.82% |
$232K - $243K
|
48.4K
$2.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
162K+ 8.75% |
$6.87M - $7.19M
|
2.02M
$88.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-619- 1.37% |
$26.2K - $27.4K
|
44.5K
$1.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
57.2K+ 2.69% |
$2.42M - $2.53M
|
2.19M
$95.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.16KNew |
$387K - $406K
|
9.16K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
29+ 0.51% |
$1.23K - $1.28K
|
5.72K
$250K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-10.5K- 5.54% |
$442K - $463K
|
178K
$7.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.72% |
$60.7K - $63.6K
|
20.1K
$878K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
785+ 0.79% |
$33.2K - $34.8K
|
101K
$4.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
11.7K+ 1.45% |
$494K - $518K
|
818K
$35.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 0.78% |
$534K - $559K
|
1.63M
$71.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.75K+ 13.47% |
$74K - $77.5K
|
14.7K
$645K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$310K - $325K
|
7.34K
$321K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-670- 1.09% |
$28.3K - $29.7K
|
60.9K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
55.7K+ 73.27% |
$2.36M - $2.47M
|
132K
$5.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
13.9K+ 21.75% |
$588K - $616K
|
77.9K
$3.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11K+ 1.13% |
$467K - $489K
|
992K
$43.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 3.39% |
$428K - $448K
|
288K
$12.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13.7K+ 2.66% |
$580K - $608K
|
530K
$23.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.4K- 2.73% |
$144K - $150K
|
121K
$5.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.64K- 12.07% |
$69.2K - $72.5K
|
11.9K
$522K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
256+ 1.32% |
$10.8K - $11.3K
|
19.7K
$863K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.36K- 2.19% |
$142K - $149K
|
150K
$6.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
762+ 3.1% |
$32.2K - $33.7K
|
25.3K
$1.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
98+ 1.78% |
$4.14K - $4.34K
|
5.62K
$246K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
120K+ 11.26% |
$5.07M - $5.32M
|
1.19M
$51.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.16K+ 24.69% |
$49.1K - $51.5K
|
5.87K
$257K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
177K+ 11.41% |
$7.5M - $7.85M
|
1.73M
$75.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
163K+ 11.05% |
$6.89M - $7.21M
|
1.64M
$71.6M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.36K- 0.49% |
$57.3K - $60K
|
275K
$12M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
319+ 0.13% |
$13.5K - $14.1K
|
241K
$10.5M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.1K+ 5.24% |
$719K - $774K
|
363K
$15.9M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7.42K- 99.85% |
$295K - $318K
|
11
$481
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
654+ 2.45% |
$26K - $28K
|
27.3K
$1.2M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.09K- 3.73% |
$43.2K - $46.5K
|
28K
$1.23M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-37- 0.38% |
$1.47K - $1.59K
|
9.74K
$426K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21.7K+ 2.76% |
$862K - $928K
|
805K
$35.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.25M- 7.05% |
$89.7M - $96.6M
|
29.7M
$1.3B
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
468+ 5.25% |
$18.6K - $20.1K
|
9.39K
$411K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-46.2K- 26.22% |
$1.84M - $1.98M
|
130K
$5.68M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
96+ 0.41% |
$3.82K - $4.11K
|
23.6K
$1.03M
|
|