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 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5.82KClosed |
$207K - $222K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.46KClosed |
$195K - $208K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.63KClosed |
$165K - $177K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-3.41K- 25.04% |
$122K - $130K
|
10.2K
$363K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.82KClosed |
$65K - $69.5K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-679Closed |
$24.2K - $25.9K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-41Closed |
$1.46K - $1.56K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-381KClosed |
$13.7M - $14.6M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-47.4KClosed |
$1.7M - $1.82M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-23.3KClosed |
$834K - $892K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-22.5KClosed |
$809K - $864K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-10.6KClosed |
$381K - $408K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.14KClosed |
$256K - $274K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.94KClosed |
$213K - $228K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3.82KClosed |
$137K - $147K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.03KClosed |
$36.8K - $39.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-671Closed |
$24.1K - $25.7K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-669Closed |
$24K - $25.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-196Closed |
$7.03K - $7.51K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-83Closed |
$2.98K - $3.18K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-26Closed |
$933 - $997
|
0
$0
|
|
Q1 2021 | |||||||
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-6.96KClosed |
$234K - $250K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.1KClosed |
$36.9K - $39.5K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-535Closed |
$18K - $19.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-330Closed |
$11.1K - $11.8K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-39Closed |
$1.31K - $1.4K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1Closed |
$33.6 - $35.9
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27.6KClosed |
$782K - $940K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.4KClosed |
$350K - $421K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9.28KClosed |
$263K - $316K
|
0
$0
|
|
Nov 14, 2024
Q4 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-8.35KClosed |
$236K - $284K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.66KClosed |
$75.4K - $90.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-675KClosed |
$18.7M - $20.4M
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-232KClosed |
$6.43M - $7M
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-29.4KClosed |
$815K - $887K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-14.5KClosed |
$403K - $438K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-8.19KClosed |
$227K - $247K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-7.48KClosed |
$207K - $226K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.7K- 20.53% |
$186K - $202K
|
25.9K
$923K
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.16KClosed |
$87.7K - $95.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.1K- 45.65% |
$58.2K - $63.4K
|
2.5K
$89K
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-160Closed |
$4.44K - $4.83K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-517KClosed |
$11.8M - $15.2M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-141KClosed |
$3.24M - $4.14M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
American Money Management, LLC
|
SELL
|
- |
-64.5KClosed |
$1.48M - $1.89M
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Relaxing Retirement Coach
|
SELL
|
- |
-59KClosed |
$1.35M - $1.73M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Inc
|
SELL
|
- |
-57.3KClosed |
$1.31M - $1.68M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30.5KClosed |
$698K - $894K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29KClosed |
$663K - $850K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-26.6KClosed |
$609K - $781K
|
0
$0
|