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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-15.8K- 10.99% |
$535K - $598K
|
128K
$5.17M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.3K- 28.88% |
$518K - $579K
|
37.7K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.2K- 29.4% |
$515K - $575K
|
36.5K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 5.73% |
$512K - $571K
|
249K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-14.9K- 14.27% |
$506K - $564K
|
89.8K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-14.9K- 4.26% |
$504K - $562K
|
334K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14.8K- 6.46% |
$499K - $557K
|
214K
$8.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.6K- 16.32% |
$493K - $550K
|
74.6K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.9K- 22.97% |
$469K - $523K
|
46.4K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 3.9% |
$433K - $483K
|
315K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 4.3% |
$424K - $473K
|
279K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-12.5K- 17.2% |
$422K - $471K
|
60.1K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 5.91% |
$421K - $470K
|
198K
$7.99M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12K- 38.93% |
$407K - $455K
|
18.9K
$762K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.8K- 9.97% |
$400K - $446K
|
107K
$4.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.5K- 25.44% |
$390K - $436K
|
33.8K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.4K- 8.42% |
$386K - $430K
|
124K
$5M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.9K- 4.72% |
$368K - $411K
|
220K
$8.86M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-10.9KClosed |
$368K - $410K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10.8K- 21.9% |
$367K - $409K
|
38.6K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10.8K- 2.56% |
$366K - $409K
|
413K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-10.4K- 21.75% |
$351K - $392K
|
37.4K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10.2K- 5.29% |
$345K - $385K
|
182K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 0.16% |
$343K - $383K
|
6.19M
$250M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-9.01K- 3.47% |
$305K - $340K
|
251K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-8.98K- 10.93% |
$304K - $339K
|
73.1K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.95K- 4.73% |
$303K - $338K
|
180K
$7.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-8.66K- 3.25% |
$293K - $327K
|
258K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.59K- 26.42% |
$291K - $325K
|
23.9K
$965K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-8.54K- 18.38% |
$289K - $323K
|
37.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.43K- 8.34% |
$285K - $318K
|
92.7K
$3.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 0.82% |
$282K - $315K
|
1.02M
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-8.26K- 12.94% |
$280K - $312K
|
55.6K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.21K- 9.43% |
$278K - $310K
|
78.8K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.14K- 2.88% |
$276K - $308K
|
274K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8K- 20.1% |
$271K - $302K
|
31.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-7.86K- 8.24% |
$266K - $297K
|
87.5K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7.44K- 1.3% |
$252K - $281K
|
566K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.36K- 4.23% |
$249K - $278K
|
166K
$6.71M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.34K- 15.59% |
$248K - $277K
|
39.7K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-7.28K- 20.92% |
$246K - $275K
|
27.5K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-7.14K- 30.36% |
$242K - $270K
|
16.4K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.1K- 8.36% |
$240K - $268K
|
77.8K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.77K- 6.41% |
$229K - $256K
|
98.8K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.64K- 4.39% |
$225K - $251K
|
144K
$5.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.63K- 3.3% |
$224K - $250K
|
194K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-6.52K- 2.57% |
$221K - $246K
|
247K
$9.96M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.51K- 8.5% |
$220K - $246K
|
70.1K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.15K- 10.6% |
$208K - $232K
|
51.8K
$2.09M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-5.85K- 39.86% |
$198K - $221K
|
8.83K
$356K
|