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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.38K- 30.08% |
$77.8K - $97.1K
|
5.54K
$225K
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-2.35K- 1.8% |
$76.8K - $95.8K
|
128K
$5.21M
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.2K- 10.27% |
$71.8K - $89.6K
|
19.2K
$781K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 18.02% |
$70.4K - $87.8K
|
9.81K
$399K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.15K- 2.69% |
$70.2K - $87.6K
|
77.9K
$3.17M
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.04K- 2.11% |
$66.5K - $82.9K
|
94.5K
$3.84M
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.89K- 2.96% |
$61.6K - $76.8K
|
61.7K
$2.51M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.71K- 20.59% |
$55.9K - $69.8K
|
6.61K
$269K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.6K- 2.19% |
$52.3K - $65.2K
|
71.5K
$2.91M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.57K- 1.85% |
$51.3K - $64.1K
|
83.4K
$3.39M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 7.54% |
$50.6K - $63.2K
|
19K
$773K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.26% |
$49.7K - $62K
|
65.8K
$2.68M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.52K- 8.43% |
$49.6K - $61.9K
|
16.5K
$671K
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.4K- 12.95% |
$45.8K - $57.1K
|
9.42K
$383K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.4K- 11.31% |
$45.7K - $57.1K
|
11K
$447K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.34K- 3.43% |
$43.8K - $54.6K
|
37.7K
$1.53M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.22K- 4.92% |
$39.7K - $49.6K
|
23.5K
$956K
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 1.25% |
$38.9K - $48.6K
|
94.5K
$3.85M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-958- 1.95% |
$31.3K - $39K
|
48.1K
$1.96M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-947- 5.27% |
$30.9K - $38.6K
|
17K
$692K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-946- 0.58% |
$30.9K - $38.5K
|
163K
$6.63M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-942- 9.92% |
$30.8K - $38.4K
|
8.56K
$348K
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-928- 9.84% |
$30.3K - $37.8K
|
8.5K
$346K
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-900- 2.34% |
$29.4K - $36.7K
|
37.5K
$1.53M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-854- 0.59% |
$27.9K - $34.8K
|
145K
$5.89M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-758- 2.09% |
$24.8K - $30.9K
|
35.4K
$1.44M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-728- 3.76% |
$23.8K - $29.7K
|
18.6K
$757K
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-713- 6.59% |
$23.3K - $29.1K
|
10.1K
$411K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-710- 5.61% |
$23.2K - $28.9K
|
11.9K
$486K
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-710- 0.84% |
$23.2K - $28.9K
|
84.3K
$3.43M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-699- 11.03% |
$22.8K - $28.5K
|
5.64K
$229K
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-694- 1.19% |
$22.7K - $28.3K
|
57.8K
$2.35M
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-687- 3.56% |
$22.4K - $28K
|
18.6K
$758K
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-665- 1.41% |
$21.7K - $27.1K
|
46.6K
$1.89M
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-605- 0.41% |
$19.8K - $24.7K
|
147K
$5.99M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-599- 1.38% |
$19.6K - $24.4K
|
42.9K
$1.74M
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-500- 3.6% |
$16.3K - $20.4K
|
13.4K
$544K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-485- 3.5% |
$15.8K - $19.8K
|
13.4K
$543K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-481- 0.66% |
$15.7K - $19.6K
|
72.2K
$2.94M
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-440- 0.82% |
$14.4K - $17.9K
|
53.4K
$2.17M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-380- 3.88% |
$12.4K - $15.5K
|
9.42K
$383K
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-325- 1.32% |
$10.6K - $13.2K
|
24.3K
$989K
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-306- 3.81% |
$9.99K - $12.5K
|
7.72K
$314K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-296- 3.41% |
$9.67K - $12.1K
|
8.37K
$341K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-275- 0.09% |
$8.98K - $11.2K
|
290K
$11.8M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-262- 2.58% |
$8.56K - $10.7K
|
9.88K
$402K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-253- 2.82% |
$8.26K - $10.3K
|
8.71K
$354K
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-224- 2.81% |
$7.32K - $9.13K
|
7.76K
$316K
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-152- 1.28% |
$4.96K - $6.19K
|
11.7K
$476K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-138- 1.98% |
$4.51K - $5.62K
|
6.83K
$278K
|