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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.75K- 5.83% |
$84.9K - $92.3K
|
44.4K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.7K- 50.34% |
$83.4K - $90.7K
|
2.66K
$90.3K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.46K- 7.26% |
$76K - $82.7K
|
31.5K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.24K- 0.54% |
$38.3K - $41.6K
|
230K
$7.81M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-648- 0.87% |
$20K - $21.8K
|
73.8K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-576- 8.69% |
$17.8K - $19.3K
|
6.05K
$205K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-407- 0.31% |
$12.6K - $13.7K
|
130K
$4.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-325- 2.95% |
$10K - $10.9K
|
10.7K
$363K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 29.43% |
$4.66K - $5.07K
|
362
$12.3K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-13K- 27.09% |
$412K - $438K
|
35K
$1.19M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6.51KClosed |
$206K - $219K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.94K- 1.65% |
$188K - $200K
|
353K
$12M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-700- 9.29% |
$22.2K - $23.6K
|
6.84K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-649- 1.81% |
$20.6K - $21.8K
|
35.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-416- 5.68% |
$13.2K - $14K
|
6.91K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.56% |
$3.17K - $3.37K
|
6.3K
$214K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-52- 0.81% |
$1.65K - $1.75K
|
6.38K
$216K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-120KClosed |
$3.59M - $3.94M
|
0
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-63.2K- 32.33% |
$1.88M - $2.07M
|
132K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22K- 48.29% |
$657K - $721K
|
23.6K
$800K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-11.2K- 61.86% |
$335K - $367K
|
6.92K
$235K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.67K- 70.7% |
$169K - $186K
|
2.35K
$79.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5.25K- 99.98% |
$156K - $172K
|
1
$33.9
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-1.91K- 1.49% |
$57K - $62.5K
|
127K
$4.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.96% |
$41.7K - $45.7K
|
18.7K
$634K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.22K- 6.27% |
$36.5K - $40K
|
18.3K
$620K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-650- 7.47% |
$19.4K - $21.3K
|
8.05K
$273K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-333- 16.28% |
$9.93K - $10.9K
|
1.71K
$58.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-252- 24.11% |
$7.52K - $8.24K
|
793
$26.9K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-116- 9.0% |
$3.46K - $3.79K
|
1.17K
$39.8K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 0.71% |
$2.98K - $3.27K
|
13.9K
$471K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-364K- 97.72% |
$9.34M - $11.3M
|
8.5K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-136K- 84.19% |
$3.5M - $4.23M
|
25.6K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-29.7KClosed |
$764K - $922K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.42KClosed |
$191K - $230K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-4.27K- 21.37% |
$110K - $133K
|
15.7K
$533K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.19K- 3.88% |
$56.4K - $68.1K
|
54.4K
$1.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-799- 4.26% |
$20.5K - $24.8K
|
17.9K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-505- 1.05% |
$13K - $15.7K
|
47.7K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-321- 49.61% |
$8.25K - $9.96K
|
326
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-193- 13.82% |
$4.96K - $5.99K
|
1.2K
$40.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.93% |
$360 - $434
|
1.5K
$50.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-25.9K- 57.43% |
$664K - $800K
|
19.2K
$651K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-18.9K- 88.42% |
$486K - $585K
|
2.48K
$84K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.06K- 50.77% |
$207K - $249K
|
7.82K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5.5K- 17.14% |
$141K - $170K
|
26.6K
$902K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.42K- 22.95% |
$62K - $74.7K
|
8.11K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-469- 74.68% |
$12K - $14.5K
|
159
$5.39K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-488K- 77.65% |
$14M - $17M
|
141K
$4.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-243KClosed |
$6.94M - $8.44M
|
0
$0
|
|