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 |
---|---|---|---|---|---|---|---|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-167Closed |
$3.82K - $4.89K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-115Closed |
$2.63K - $3.37K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-91Closed |
$2.08K - $2.67K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-80Closed |
$1.83K - $2.34K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-54.2KClosed |
$1.12M - $1.72M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-36.3KClosed |
$752K - $1.15M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Square, LLC
|
SELL
|
- |
-28KClosed |
$579K - $889K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.5KClosed |
$279K - $428K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$245K - $376K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-8.62KClosed |
$178K - $274K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.63KClosed |
$158K - $242K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.44KClosed |
$154K - $236K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6.4KClosed |
$133K - $204K
|
0
$0
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-5.6KClosed |
$116K - $178K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.64KClosed |
$54.7K - $84K
|
0
$0
|
|
Jan 02, 2024
Q1 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-417- 3.05% |
$8.64K - $13.3K
|
13.3K
$494K
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-395Closed |
$8.18K - $12.6K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
SELL
|
- |
-335Closed |
$6.94K - $10.6K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-391KClosed |
$11.2M - $12.4M
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-66.5KClosed |
$1.9M - $2.11M
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-41KClosed |
$1.17M - $1.3M
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.16KClosed |
$261K - $290K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-4.93K- 95.77% |
$141K - $156K
|
218
$8.13K
|
|
Q3 2019 | |||||||
Oct 22, 2019
Q3 2019
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-71.8K- 71.12% |
$2.09M - $2.13M
|
29.2K
$1.09M
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-18.5KClosed |
$537K - $548K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.4KClosed |
$215K - $219K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.26KClosed |
$94.9K - $96.7K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.06KClosed |
$89.1K - $90.8K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-734Closed |
$21.4K - $21.8K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-575Closed |
$16.7K - $17.1K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-545Closed |
$15.9K - $16.2K
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-368Closed |
$10.7K - $10.9K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Holistic Financial Partners
|
SELL
|
- |
-182KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.11KClosed |
N/A
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-405- 22.46% |
N/A
|
1.4K
$52.2K
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-197Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 30, 2019
Q1 2019
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Founders Capital Management
|
SELL
|
- |
-5.72KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Retirement Capital Strategies
|
SELL
|
- |
-11KClosed |
N/A
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.68KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-46.4KClosed |
N/A
|
0
$0
|
|
Oct 24, 2018
Q3 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31.2KClosed |
N/A
|
0
$0
|
|
Oct 03, 2018
Q3 2018
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-9.01KClosed |
N/A
|
0
$0
|