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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 0.33% |
$67.5 - $75.9
|
608
$21.6K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-303K- 97.46% |
$10.4M - $11.1M
|
7.9K
$281K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-90K- 10.39% |
$3.08M - $3.3M
|
776K
$27.6M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-83.8K- 77.9% |
$2.86M - $3.07M
|
23.8K
$846K
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-23.9K- 88.71% |
$818K - $877K
|
3.05K
$108K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-15.8K- 3.16% |
$541K - $579K
|
484K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.9K- 67.88% |
$510K - $546K
|
7.06K
$251K
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-8.11K- 4.94% |
$277K - $297K
|
156K
$5.56M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 46.41% |
$210K - $225K
|
7.09K
$252K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.41K- 8.69% |
$151K - $162K
|
46.3K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 1.32% |
$68.7K - $73.6K
|
150K
$5.34M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.99K- 43.12% |
$68.1K - $73K
|
2.63K
$93.6K
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.26K- 0.72% |
$43.2K - $46.2K
|
173K
$6.17M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-487- 35.19% |
$16.7K - $17.8K
|
897
$31.9K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-344- 88.21% |
$11.8K - $12.6K
|
46
$1.64K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-344- 1.88% |
$11.8K - $12.6K
|
17.9K
$638K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-115- 9.89% |
$3.93K - $4.21K
|
1.05K
$37.3K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 68.67% |
$3.9K - $4.18K
|
52
$1.85K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-112- 2.38% |
$3.83K - $4.1K
|
4.59K
$163K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-10- 3.97% |
$342 - $366
|
242
$8.62K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-227K- 96.06% |
$7.44M - $8.13M
|
9.3K
$331K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-45.3K- 98.68% |
$1.49M - $1.62M
|
606
$21.6K
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 9.15% |
$792K - $865K
|
239K
$8.52M
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 9.03% |
$792K - $865K
|
243K
$8.64M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-20.1K- 14.76% |
$659K - $720K
|
116K
$4.12M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.9K- 50.0% |
$391K - $427K
|
11.9K
$423K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.2K- 0.4% |
$334K - $365K
|
2.52M
$89.9M
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.16K- 13.62% |
$235K - $257K
|
45.4K
$1.62M
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.04KClosed |
$199K - $217K
|
0
$0
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-5.13K- 46.45% |
$168K - $184K
|
5.91K
$210K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-526- 2.69% |
$17.3K - $18.9K
|
19.1K
$679K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-477- 68.63% |
$15.7K - $17.1K
|
218
$7.76K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-467- 0.54% |
$15.3K - $16.8K
|
85.8K
$3.05M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-414- 97.87% |
$13.6K - $14.9K
|
9
$320
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-400- 6.28% |
$13.1K - $14.4K
|
5.97K
$213K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-377- 50.0% |
$12.4K - $13.5K
|
377
$13.4K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-341- 5.08% |
$11.2K - $12.2K
|
6.37K
$227K
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-321- 4.35% |
$10.5K - $11.5K
|
7.06K
$251K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-249- 2.27% |
$8.18K - $8.94K
|
10.7K
$381K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-248- 4.95% |
$8.15K - $8.9K
|
4.76K
$169K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-241- 30.86% |
$7.92K - $8.65K
|
540
$19.2K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-170- 1.31% |
$5.58K - $6.1K
|
12.8K
$455K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-152- 2.22% |
$4.99K - $5.46K
|
6.69K
$238K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-60- 0.24% |
$1.97K - $2.15K
|
25.4K
$904K
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-50- 0.8% |
$1.64K - $1.8K
|
6.2K
$221K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-33Closed |
$1.08K - $1.18K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-24- 0.15% |
$788 - $862
|
15.6K
$556K
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-1- 0.02% |
$32.9 - $35.9
|
5.95K
$212K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-50.7K- 31.58% |
$1.49M - $1.73M
|
110K
$3.91M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.9K- 53.93% |
$468K - $542K
|
13.6K
$483K
|