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 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-136K- 84.19% |
$3.5M - $4.23M
|
25.6K
$1.03M
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-4.27K- 21.37% |
$110K - $133K
|
15.7K
$634K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.19K- 3.88% |
$56.4K - $68.1K
|
54.4K
$2.19M
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-799- 4.26% |
$20.5K - $24.8K
|
17.9K
$724K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-505- 1.05% |
$13K - $15.7K
|
47.7K
$1.92M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-321- 49.61% |
$8.25K - $9.96K
|
326
$13.1K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-193- 13.82% |
$4.96K - $5.99K
|
1.2K
$48.6K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 0.93% |
$360 - $434
|
1.5K
$60.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-25.9K- 57.43% |
$664K - $800K
|
19.2K
$774K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-18.9K- 88.42% |
$486K - $585K
|
2.48K
$99.9K
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.06K- 50.77% |
$207K - $249K
|
7.82K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5.5K- 17.14% |
$141K - $170K
|
26.6K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.42K- 22.95% |
$62K - $74.7K
|
8.11K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-469- 74.68% |
$12K - $14.5K
|
159
$6.41K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-488K- 77.65% |
$14M - $17M
|
141K
$5.67M
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-243KClosed |
$6.94M - $8.44M
|
0
$0
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-203KClosed |
$5.81M - $7.07M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-37.9KClosed |
$1.08M - $1.32M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-28K- 71.26% |
$801K - $974K
|
11.3K
$456K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-28KClosed |
$800K - $973K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-25.6KClosed |
$732K - $890K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-23.1K- 67.04% |
$661K - $803K
|
11.4K
$458K
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-20.5K- 45.76% |
$584K - $711K
|
24.2K
$978K
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-20KClosed |
$572K - $696K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-15.9KClosed |
$453K - $551K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-9.65KClosed |
$276K - $335K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.63KClosed |
$275K - $335K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.13KClosed |
$261K - $317K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-8.13KClosed |
$232K - $283K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6.8KClosed |
$194K - $236K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6.51KClosed |
$186K - $226K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6.34KClosed |
$181K - $220K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.83K- 48.9% |
$167K - $203K
|
6.1K
$246K
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-5.07K- 12.34% |
$145K - $176K
|
36K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-4.56K- 8.93% |
$130K - $158K
|
46.5K
$1.87M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.41KClosed |
$68.9K - $83.8K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.25K- 20.38% |
$64.3K - $78.1K
|
8.78K
$354K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.79KClosed |
$51.2K - $62.3K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$32.4K - $39.4K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-613Closed |
$17.5K - $21.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-480Closed |
$13.7K - $16.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-434- 4.82% |
$12.4K - $15.1K
|
8.57K
$346K
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-123- 47.31% |
$3.51K - $4.27K
|
137
$5.53K
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-113Closed |
$3.23K - $3.93K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-103- 1.31% |
$2.94K - $3.58K
|
7.76K
$313K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-101Closed |
$2.89K - $3.51K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-57- 76.0% |
$1.63K - $1.98K
|
18
$726
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3Closed |
$85.7 - $104
|
0
$0
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-219KClosed |
$6.88M - $8.08M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-150KClosed |
$4.7M - $5.52M
|
0
$0
|