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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-671Closed |
$24.1K - $25.7K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-669Closed |
$24K - $25.6K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-196Closed |
$7.03K - $7.51K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-83Closed |
$2.98K - $3.18K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-26Closed |
$933 - $997
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.96KClosed |
$234K - $250K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.1KClosed |
$36.9K - $39.5K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-535Closed |
$18K - $19.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-330Closed |
$11.1K - $11.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-39Closed |
$1.31K - $1.4K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1Closed |
$33.6 - $35.9
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27.6KClosed |
$782K - $940K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.4KClosed |
$350K - $421K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9.28KClosed |
$263K - $316K
|
0
$0
|
|
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-8.35KClosed |
$236K - $284K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.66KClosed |
$75.4K - $90.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-675KClosed |
$18.7M - $20.4M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-232KClosed |
$6.43M - $7M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-29.4KClosed |
$815K - $887K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-14.5KClosed |
$403K - $438K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-8.19KClosed |
$227K - $247K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-7.48KClosed |
$207K - $226K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.7K- 20.53% |
$186K - $202K
|
25.9K
$1.13M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.16KClosed |
$87.7K - $95.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.1K- 45.65% |
$58.2K - $63.4K
|
2.5K
$109K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-160Closed |
$4.44K - $4.83K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-517KClosed |
$11.8M - $15.2M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-141KClosed |
$3.24M - $4.14M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-64.5KClosed |
$1.48M - $1.89M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-59KClosed |
$1.35M - $1.73M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30.5KClosed |
$698K - $894K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29KClosed |
$663K - $850K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-26.6KClosed |
$609K - $781K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-21.4KClosed |
$489K - $626K
|
0
$0
|
|
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.9KClosed |
$408K - $523K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.2KClosed |
$233K - $299K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.86KClosed |
$203K - $260K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.81KClosed |
$156K - $200K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.88KClosed |
$112K - $143K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-218Closed |
$4.99K - $6.39K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-167Closed |
$3.82K - $4.89K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-115Closed |
$2.63K - $3.37K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-91Closed |
$2.08K - $2.67K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-80Closed |
$1.83K - $2.34K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-54.2KClosed |
$1.12M - $1.72M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-36.3KClosed |
$752K - $1.15M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-28KClosed |
$579K - $889K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.5KClosed |
$279K - $428K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$245K - $376K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-8.62KClosed |
$178K - $274K
|
0
$0
|
|