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 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 1.02% |
$374K - $466K
|
1.11M
$47.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-11.4K- 1.24% |
$373K - $465K
|
907K
$38.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.2K- 33.23% |
$365K - $455K
|
22.4K
$955K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-10.9K- 3.28% |
$358K - $446K
|
323K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 3.14% |
$357K - $445K
|
337K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10.6K- 3.11% |
$348K - $434K
|
332K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.5K- 44.62% |
$344K - $430K
|
13.1K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-10.4K- 64.94% |
$341K - $425K
|
5.63K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.3K- 5.49% |
$335K - $418K
|
177K
$7.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 19.17% |
$334K - $416K
|
43.1K
$1.83M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.1K- 1.8% |
$329K - $411K
|
549K
$23.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.8K- 43.35% |
$320K - $400K
|
12.8K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-9.63K- 51.93% |
$314K - $392K
|
8.91K
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.53K- 29.96% |
$311K - $388K
|
22.3K
$948K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.52K- 58.4% |
$311K - $388K
|
6.78K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9.39K- 33.65% |
$307K - $383K
|
18.5K
$788K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.33K- 46.13% |
$305K - $380K
|
10.9K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.27K- 0.95% |
$303K - $378K
|
970K
$41.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-9.11K- 3.39% |
$297K - $371K
|
259K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-8.87K- 8.43% |
$290K - $361K
|
96.3K
$4.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-8.63K- 3.72% |
$282K - $352K
|
223K
$9.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-8.52K- 33.99% |
$278K - $347K
|
16.5K
$704K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-8.37K- 27.17% |
$273K - $341K
|
22.4K
$954K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-8.36K- 6.4% |
$273K - $341K
|
122K
$5.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.28K- 32.55% |
$270K - $337K
|
17.2K
$730K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-8.23K- 11.63% |
$269K - $335K
|
62.5K
$2.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-8K- 48.86% |
$261K - $326K
|
8.37K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-7.85K- 3.94% |
$256K - $320K
|
191K
$8.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-7.66K- 14.25% |
$250K - $312K
|
46.1K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.66K- 42.91% |
$250K - $312K
|
10.2K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.33K- 7.49% |
$239K - $299K
|
90.5K
$3.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.2K- 7.78% |
$235K - $294K
|
85.4K
$3.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.97K- 11.07% |
$228K - $284K
|
56K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.88K- 9.82% |
$225K - $280K
|
63.2K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.73K- 28.69% |
$220K - $274K
|
16.7K
$711K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6.69K- 1.89% |
$218K - $272K
|
347K
$14.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-6.57K- 3.32% |
$215K - $268K
|
192K
$8.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.53K- 6.12% |
$213K - $266K
|
100K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-6.43K- 22.18% |
$210K - $262K
|
22.6K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-6.34K- 5.09% |
$207K - $258K
|
118K
$5.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 45.82% |
$202K - $252K
|
7.33K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-6.06K- 8.05% |
$198K - $247K
|
69.2K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.03K- 20.13% |
$197K - $246K
|
23.9K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-6K- 6.86% |
$196K - $245K
|
81.5K
$3.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.98K- 40.5% |
$195K - $244K
|
8.78K
$374K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.86K- 6.58% |
$191K - $239K
|
83.3K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 3.7% |
$186K - $233K
|
149K
$6.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-5.36K- 3.08% |
$175K - $219K
|
169K
$7.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.29K- 66.6% |
$173K - $215K
|
2.65K
$113K
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.12K- 13.58% |
$167K - $209K
|
32.6K
$1.39M
|