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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-5.16M- 42.59% |
$174M - $196M
|
6.96M
$244M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.35M- 97.38% |
$45.4M - $51.1M
|
36.3K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.23M- 37.84% |
$41.7M - $46.9M
|
2.03M
$71.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-586K- 2.1% |
$19.8M - $22.2M
|
27.3M
$955M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-420K- 11.16% |
$14.2M - $16M
|
3.35M
$117M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-383K- 5.91% |
$12.9M - $14.6M
|
6.1M
$214M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-360K- 23.1% |
$12.1M - $13.6M
|
1.2M
$42M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-263K- 11.31% |
$8.88M - $9.99M
|
2.06M
$72.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-263K- 23.19% |
$8.88M - $9.99M
|
872K
$30.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-245K- 56.08% |
$8.27M - $9.31M
|
192K
$6.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-241K- 24.12% |
$8.14M - $9.16M
|
759K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-222K- 24.12% |
$7.49M - $8.42M
|
698K
$24.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-149K- 41.5% |
$5.04M - $5.67M
|
211K
$7.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-145K- 44.27% |
$4.9M - $5.51M
|
183K
$6.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-141K- 44.2% |
$4.77M - $5.37M
|
179K
$6.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-137K- 14.38% |
$4.62M - $5.2M
|
815K
$28.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-130K- 7.5% |
$4.37M - $4.92M
|
1.6M
$56.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123K- 4.41% |
$4.15M - $4.67M
|
2.66M
$93.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-114K- 61.22% |
$3.83M - $4.31M
|
71.9K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-103K- 43.28% |
$3.47M - $3.9M
|
135K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-99.2K- 6.18% |
$3.35M - $3.77M
|
1.51M
$52.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-96.5K- 3.83% |
$3.26M - $3.66M
|
2.42M
$84.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-90.6K- 3.75% |
$3.06M - $3.44M
|
2.33M
$81.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.8K- 15.7% |
$3M - $3.37M
|
477K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-84.5K- 55.46% |
$2.85M - $3.21M
|
67.9K
$2.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-82.4K- 12.59% |
$2.78M - $3.13M
|
572K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-82.1K- 10.22% |
$2.77M - $3.12M
|
721K
$25.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-79.2K- 19.84% |
$2.67M - $3.01M
|
320K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield University
|
SELL
|
- |
-78.9K- 17.26% |
$2.66M - $3M
|
378K
$13.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-63.3K- 14.17% |
$2.14M - $2.4M
|
383K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-60K- 12.41% |
$2.02M - $2.28M
|
423K
$14.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-56.7K- 21.84% |
$1.91M - $2.15M
|
203K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.3K- 43.52% |
$1.63M - $1.83M
|
62.7K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-46.4K- 29.81% |
$1.57M - $1.76M
|
109K
$3.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-45.1K- 15.17% |
$1.52M - $1.71M
|
252K
$8.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45K- 37.35% |
$1.52M - $1.71M
|
75.6K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-44.7K- 52.54% |
$1.51M - $1.7M
|
40.4K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 23.47% |
$1.46M - $1.65M
|
141K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-39.2K- 37.89% |
$1.32M - $1.49M
|
64.2K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.7K- 20.69% |
$1.27M - $1.43M
|
144K
$5.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-36.4K- 27.63% |
$1.23M - $1.38M
|
95.3K
$3.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-34.2K- 78.99% |
$1.15M - $1.3M
|
9.1K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-33.1K- 12.73% |
$1.12M - $1.26M
|
227K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-32K- 16.22% |
$1.08M - $1.21M
|
165K
$5.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30.8K- 29.13% |
$1.04M - $1.17M
|
74.9K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30.5K- 12.04% |
$1.03M - $1.16M
|
223K
$7.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.2K- 2.52% |
$1.02M - $1.15M
|
1.17M
$40.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-29.3K- 18.47% |
$989K - $1.11M
|
129K
$4.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-29.1K- 70.6% |
$983K - $1.11M
|
12.1K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-29.1K- 31.46% |
$982K - $1.1M
|
63.4K
$2.22M
|