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 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5K- 13.38% |
$163K - $204K
|
32.4K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.64K- 32.69% |
$152K - $189K
|
9.56K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.61K- 1.21% |
$150K - $188K
|
378K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.42K- 1.35% |
$144K - $180K
|
323K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.26K- 17.26% |
$139K - $173K
|
20.4K
$868K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.13K- 6.86% |
$135K - $168K
|
56.1K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.06K- 3.06% |
$132K - $165K
|
128K
$5.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-3.95K- 3.24% |
$129K - $161K
|
118K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.9K- 4.44% |
$127K - $159K
|
83.9K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.75K- 3.79% |
$122K - $153K
|
95.1K
$4.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.56K- 54.84% |
$116K - $145K
|
2.93K
$125K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.51K- 3.66% |
$115K - $143K
|
92.4K
$3.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.41K- 20.58% |
$111K - $139K
|
13.2K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.39K- 12.78% |
$111K - $138K
|
23.2K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.39K- 1.35% |
$111K - $138K
|
247K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.35K- 4.22% |
$110K - $137K
|
76.2K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.31K- 3.32% |
$108K - $135K
|
96.2K
$4.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.31K- 1.17% |
$108K - $135K
|
278K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.26K- 18.77% |
$107K - $133K
|
14.1K
$601K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-3.26K- 3.13% |
$106K - $133K
|
101K
$4.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.2K- 5.17% |
$104K - $130K
|
58.6K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.12K- 6.72% |
$102K - $127K
|
43.3K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.12K- 1.73% |
$102K - $127K
|
177K
$7.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.02K- 15.42% |
$98.7K - $123K
|
16.6K
$705K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.01K- 10.14% |
$98.2K - $122K
|
26.7K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.97K- 1.07% |
$96.9K - $121K
|
275K
$11.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.96K- 3.58% |
$96.7K - $121K
|
79.7K
$3.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.92K- 31.48% |
$95.5K - $119K
|
6.37K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.81K- 33.56% |
$91.6K - $114K
|
5.55K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.8K- 5.01% |
$91.4K - $114K
|
53K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.78K- 33.46% |
$90.9K - $113K
|
5.54K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.78K- 21.7% |
$90.9K - $113K
|
10K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.73K- 2.71% |
$89.1K - $111K
|
98K
$4.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.62K- 3.91% |
$85.4K - $107K
|
64.3K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.61K- 6.88% |
$85.3K - $106K
|
35.3K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-2.55K- 0.88% |
$83.2K - $104K
|
288K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 2.71% |
$82.2K - $103K
|
90.2K
$3.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.46K- 26.22% |
$80.2K - $100K
|
6.91K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 60.29% |
$78.5K - $97.9K
|
1.58K
$67.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.38K- 30.08% |
$77.8K - $97.1K
|
5.54K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-2.35K- 1.8% |
$76.8K - $95.8K
|
128K
$5.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.3K- 1.09% |
$75.1K - $93.6K
|
208K
$8.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.23K- 11.82% |
$72.9K - $91K
|
16.7K
$709K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.2K- 10.27% |
$71.8K - $89.6K
|
19.2K
$817K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 18.02% |
$70.4K - $87.8K
|
9.81K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.15K- 2.69% |
$70.2K - $87.6K
|
77.9K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.15K- 8.13% |
$70.2K - $87.6K
|
24.3K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.14K- 0.91% |
$69.7K - $87K
|
232K
$9.85M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.13K- 27.19% |
$69.5K - $86.8K
|
5.7K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.04K- 2.11% |
$66.5K - $82.9K
|
94.5K
$4.02M
|