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
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 0.66% |
$239 - $261
|
1.06K
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.01% |
$102 - $112
|
32K
$1.17M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123K- 4.41% |
$4.15M - $4.67M
|
2.66M
$97.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-29.1K- 70.6% |
$983K - $1.11M
|
12.1K
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.8K- 90.54% |
$533K - $600K
|
1.65K
$60.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.8K- 88.73% |
$533K - $599K
|
2.01K
$73.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13.2K- 54.02% |
$444K - $500K
|
11.2K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9.72K- 33.15% |
$328K - $369K
|
19.6K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.99K- 48.26% |
$236K - $265K
|
7.49K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.05K- 43.64% |
$170K - $192K
|
6.52K
$240K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.58K- 3.27% |
$154K - $174K
|
135K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.03K- 1.69% |
$102K - $115K
|
177K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.42K- 7.72% |
$81.8K - $92K
|
29K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.97K- 2.56% |
$66.5K - $74.8K
|
75.1K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.24K- 15.55% |
$41.7K - $46.9K
|
6.71K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.02K- 87.05% |
$34.2K - $38.5K
|
151
$5.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-918- 13.6% |
$31K - $34.8K
|
5.83K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-715- 1.72% |
$24.1K - $27.1K
|
40.8K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-655- 0.97% |
$22.1K - $24.9K
|
66.6K
$2.45M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-590- 2.44% |
$19.9K - $22.4K
|
23.6K
$868K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-535- 2.66% |
$18.1K - $20.3K
|
19.6K
$719K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-531- 4.07% |
$17.9K - $20.2K
|
12.5K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-520- 7.84% |
$17.5K - $19.7K
|
6.11K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-500- 3.73% |
$16.9K - $19K
|
12.9K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-274- 4.41% |
$9.24K - $10.4K
|
5.94K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-213- 1.46% |
$7.19K - $8.09K
|
14.4K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-167- 1.29% |
$5.63K - $6.34K
|
12.7K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-149- 0.71% |
$5.03K - $5.66K
|
20.8K
$762K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 20.77% |
$4.35K - $4.9K
|
492
$18.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-128- 4.28% |
$4.32K - $4.86K
|
2.87K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 1.68% |
$3.85K - $4.33K
|
6.67K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-108- 1.85% |
$3.64K - $4.1K
|
5.73K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-99- 0.08% |
$3.34K - $3.76K
|
124K
$4.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 0.31% |
$844 - $949
|
7.94K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 1.24% |
$742 - $835
|
1.75K
$64.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 6.15% |
$405 - $456
|
183
$6.72K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-10- 10.99% |
$337 - $380
|
81
$2.98K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-23.9K- 88.71% |
$818K - $877K
|
3.05K
$112K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-8.11K- 4.94% |
$277K - $297K
|
156K
$5.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 46.41% |
$210K - $225K
|
7.09K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 1.32% |
$68.7K - $73.6K
|
150K
$5.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.99K- 43.12% |
$68.1K - $73K
|
2.63K
$96.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-487- 35.19% |
$16.7K - $17.8K
|
897
$32.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-344- 88.21% |
$11.8K - $12.6K
|
46
$1.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-10- 3.97% |
$342 - $366
|
242
$8.89K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-227K- 96.06% |
$7.44M - $8.13M
|
9.3K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 9.15% |
$792K - $865K
|
239K
$8.79M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-20.1K- 14.76% |
$659K - $720K
|
116K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.9K- 50.0% |
$391K - $427K
|
11.9K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.2K- 0.4% |
$334K - $365K
|
2.52M
$92.7M
|
|