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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.79M- 40.58% |
$60.5M - $67.5M
|
2.62M
$96.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.52M- 41.98% |
$51.5M - $57.5M
|
2.11M
$77.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-230K- 44.2% |
$7.79M - $8.69M
|
291K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57.8K- 5.01% |
$1.96M - $2.18M
|
1.1M
$40.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-56.8K- 5.69% |
$1.92M - $2.14M
|
941K
$34.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-46.3K- 42.99% |
$1.57M - $1.75M
|
61.4K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-31K- 65.18% |
$1.05M - $1.17M
|
16.6K
$609K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-26.2K- 34.82% |
$887K - $990K
|
49.1K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-20.5K- 12.02% |
$694K - $775K
|
150K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-19.5K- 65.83% |
$661K - $738K
|
10.1K
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.6K- 3.16% |
$392K - $438K
|
355K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-9.01K- 3.47% |
$305K - $340K
|
251K
$9.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-7.12K- 22.41% |
$241K - $269K
|
24.6K
$905K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-6.83K- 2.37% |
$231K - $258K
|
282K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.63K- 3.3% |
$224K - $250K
|
194K
$7.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.94K- 4.9% |
$167K - $187K
|
95.9K
$3.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.14K- 3.28% |
$106K - $119K
|
92.6K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.79K- 3.28% |
$94.2K - $105K
|
82.1K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 1.95% |
$70.9K - $79.2K
|
105K
$3.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 1.93% |
$69.9K - $78K
|
105K
$3.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.92K- 0.41% |
$64.8K - $72.3K
|
467K
$17.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.58K- 6.32% |
$53.5K - $59.7K
|
23.4K
$861K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.55K- 9.31% |
$52.5K - $58.5K
|
15.1K
$555K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.53K- 4.74% |
$51.8K - $57.8K
|
30.8K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-776- 13.75% |
$26.3K - $29.3K
|
4.87K
$179K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-521- 4.59% |
$17.6K - $19.7K
|
10.8K
$398K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-405- 0.5% |
$13.7K - $15.3K
|
80K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 4.52% |
$13.5K - $15.1K
|
8.46K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-216- 0.81% |
$7.31K - $8.16K
|
26.6K
$977K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-150- 1.55% |
$5.08K - $5.67K
|
9.5K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-96- 0.17% |
$3.25K - $3.63K
|
57.1K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-90- 0.2% |
$3.05K - $3.4K
|
45.1K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 0.05% |
$2.91K - $3.25K
|
177K
$6.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-56- 0.09% |
$1.9K - $2.12K
|
61.8K
$2.27M
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88M- 97.07% |
$98.4M - $108M
|
87.1K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.34M- 15.52% |
$45.6M - $49.9M
|
7.28M
$267M
|
|
|
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
$5.12M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-279K- 96.37% |
$9.51M - $10.4M
|
10.5K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-239K- 49.64% |
$8.16M - $8.93M
|
243K
$8.91M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-224K- 49.85% |
$7.65M - $8.38M
|
226K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 8.07% |
$7.37M - $8.06M
|
2.46M
$90.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-201K- 3.71% |
$6.87M - $7.52M
|
5.22M
$192M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195K- 7.43% |
$6.66M - $7.29M
|
2.43M
$89.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-189K- 83.36% |
$6.44M - $7.05M
|
37.7K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-170K- 86.82% |
$5.8M - $6.35M
|
25.8K
$948K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-164K- 5.66% |
$5.59M - $6.12M
|
2.73M
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-152K- 8.72% |
$5.2M - $5.69M
|
1.6M
$58.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
SELL
|
- |
-151K- 39.98% |
$5.16M - $5.65M
|
227K
$8.34M
|
|