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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.47K- 14.12% |
$185K - $207K
|
33.3K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.18K- 1.2% |
$175K - $196K
|
426K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.17K- 44.02% |
$175K - $195K
|
6.57K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-4.92K- 1.37% |
$167K - $186K
|
353K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.86K- 13.28% |
$165K - $184K
|
31.8K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.67K- 3.44% |
$158K - $176K
|
131K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.56K- 9.52% |
$154K - $172K
|
43.4K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.55K- 27.32% |
$154K - $172K
|
12.1K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.18K- 4.82% |
$141K - $158K
|
82.5K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.16K- 0.41% |
$141K - $157K
|
1.02M
$41M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-4.05K- 4.02% |
$137K - $153K
|
96.6K
$3.89M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.91K- 8.96% |
$132K - $148K
|
39.7K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.85K- 6.17% |
$130K - $145K
|
58.5K
$2.36M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 11.95% |
$129K - $144K
|
28K
$1.13M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-3.6K- 39.38% |
$122K - $136K
|
5.55K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 2.11% |
$121K - $135K
|
165K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.49K- 10.54% |
$118K - $132K
|
29.7K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.32K- 16.4% |
$112K - $125K
|
16.9K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.57% |
$112K - $125K
|
35.4K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.1K- 17.39% |
$105K - $117K
|
14.7K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.09K- 3.82% |
$104K - $117K
|
77.6K
$3.13M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.06K- 3.57% |
$104K - $116K
|
82.7K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 7.81% |
$103K - $115K
|
35.9K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.9K- 27.87% |
$98.2K - $110K
|
7.51K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.79K- 3.28% |
$94.2K - $105K
|
82.1K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.66K- 18.05% |
$90.1K - $101K
|
12.1K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.65K- 27.64% |
$89.6K - $100K
|
6.93K
$280K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.57K- 21.68% |
$86.9K - $97K
|
9.28K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.52K- 1.19% |
$85.3K - $95.2K
|
210K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 1.17% |
$83.8K - $93.5K
|
209K
$8.44M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.47K- 18.03% |
$83.7K - $93.4K
|
11.2K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.46K- 0.64% |
$83.2K - $92.8K
|
382K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 4.56% |
$82K - $91.5K
|
50.7K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 24.73% |
$77.6K - $86.6K
|
6.98K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-2.25K- 55.01% |
$76.2K - $85.1K
|
1.84K
$74.3K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.22K- 24.41% |
$75K - $83.7K
|
6.86K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.09K- 2.7% |
$70.9K - $79.1K
|
75.5K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.06K- 91.49% |
$69.8K - $78K
|
192
$7.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 1.21% |
$69.5K - $77.5K
|
168K
$6.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 1.71% |
$67.1K - $74.9K
|
114K
$4.59M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.97K- 5.31% |
$66.7K - $74.5K
|
35.2K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.96K- 76.36% |
$66.2K - $73.9K
|
606
$24.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.89K- 2.18% |
$64K - $71.4K
|
84.9K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-1.86K- 4.76% |
$62.9K - $70.3K
|
37.2K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.78K- 9.43% |
$60.2K - $67.2K
|
17.1K
$689K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.73K- 1.17% |
$58.6K - $65.4K
|
146K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65KClosed |
$55.8K - $62.3K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 22.99% |
$55.7K - $62.2K
|
5.51K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.55K- 9.31% |
$52.5K - $58.5K
|
15.1K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.54K- 3.51% |
$52K - $58.1K
|
42.3K
$1.71M
|