Latest Institutional Sells of Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPDW) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88M- 97.07% |
$98.4M - $108M
|
87.1K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-681K- 71.18% |
$23.3M - $25.5M
|
276K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-668K- 70.27% |
$22.8M - $24.9M
|
283K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-437K- 75.83% |
$14.9M - $16.3M
|
139K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 8.07% |
$7.37M - $8.06M
|
2.46M
$90.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195K- 7.43% |
$6.66M - $7.29M
|
2.43M
$89.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-170K- 86.82% |
$5.8M - $6.35M
|
25.8K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164K- 5.66% |
$5.59M - $6.12M
|
2.73M
$100M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
SELL
|
- |
-151K- 39.98% |
$5.16M - $5.65M
|
227K
$8.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 3.12% |
$4.94M - $5.41M
|
4.5M
$165M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-129K- 66.02% |
$4.39M - $4.81M
|
66.3K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-127K- 5.74% |
$4.32M - $4.73M
|
2.08M
$76.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-119K- 92.38% |
$4.07M - $4.45M
|
9.83K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-117K- 37.25% |
$4.01M - $4.39M
|
198K
$7.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-116K- 13.59% |
$3.95M - $4.33M
|
737K
$27.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-110K- 1.58% |
$3.77M - $4.13M
|
6.88M
$253M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-96.4K- 47.49% |
$3.29M - $3.6M
|
107K
$3.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-95K- 4.08% |
$3.24M - $3.55M
|
2.23M
$82.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-89.5K- 3.95% |
$3.06M - $3.34M
|
2.18M
$80M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-88.5K- 5.87% |
$3.02M - $3.31M
|
1.42M
$52.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-84.7K- 35.1% |
$2.89M - $3.16M
|
157K
$5.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84.6K- 7.63% |
$2.89M - $3.16M
|
1.02M
$37.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82.3K- 16.98% |
$2.81M - $3.07M
|
402K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-80.5K- 90.38% |
$2.75M - $3.01M
|
8.57K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.3K- 3.23% |
$2.67M - $2.92M
|
2.34M
$86.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75.6K- 29.99% |
$2.58M - $2.82M
|
177K
$6.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-52.6K- 38.27% |
$1.8M - $1.97M
|
84.9K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.3K- 8.97% |
$1.75M - $1.92M
|
521K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-47K- 36.33% |
$1.6M - $1.76M
|
82.4K
$3.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-47K- 45.63% |
$1.6M - $1.76M
|
56K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45.8K- 98.32% |
$1.56M - $1.71M
|
780
$28.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.6K- 11.84% |
$1.56M - $1.7M
|
340K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.7K- 99.9% |
$1.53M - $1.67M
|
47
$1.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-43.2K- 3.61% |
$1.47M - $1.61M
|
1.15M
$42.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43K- 34.13% |
$1.47M - $1.61M
|
83K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-40.7K- 39.73% |
$1.39M - $1.52M
|
61.8K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-40.6K- 16.68% |
$1.39M - $1.52M
|
203K
$7.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37.6K- 3.55% |
$1.28M - $1.4M
|
1.02M
$37.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-37.1K- 3.43% |
$1.27M - $1.39M
|
1.04M
$38.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-35K- 5.02% |
$1.2M - $1.31M
|
662K
$24.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-29.9K- 12.12% |
$1.02M - $1.11M
|
216K
$7.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-27.6K- 2.97% |
$943K - $1.03M
|
902K
$33.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-25.4K- 2.63% |
$867K - $948K
|
940K
$34.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24K- 5.71% |
$820K - $897K
|
397K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.5K- 90.15% |
$733K - $803K
|
2.35K
$86.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-21K- 20.39% |
$718K - $785K
|
82.1K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 28.66% |
$695K - $760K
|
50.6K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-19.8K- 4.9% |
$677K - $741K
|
385K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-18.9K- 40.14% |
$647K - $708K
|
28.3K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-17.5K- 14.29% |
$599K - $655K
|
105K
$3.87M
|