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 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-731- 4.17% |
$24.7K - $27.6K
|
16.8K
$683K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-726- 15.41% |
$24.6K - $27.4K
|
3.99K
$162K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-715- 10.35% |
$24.2K - $27K
|
6.19K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-712- 1.14% |
$24.1K - $26.9K
|
61.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-703- 0.45% |
$23.8K - $26.6K
|
155K
$6.28M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-657- 2.55% |
$22.2K - $24.8K
|
25.1K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-649- 7.98% |
$22K - $24.5K
|
7.48K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-624- 3.47% |
$21.1K - $23.6K
|
17.4K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-587- 1.06% |
$19.9K - $22.2K
|
54.8K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-560- 2.78% |
$19K - $21.2K
|
19.6K
$797K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-528- 6.16% |
$17.9K - $19.9K
|
8.04K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-524- 4.38% |
$17.7K - $19.8K
|
11.5K
$466K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-495- 66.71% |
$16.8K - $18.7K
|
247
$10K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-482- 0.24% |
$16.3K - $18.2K
|
199K
$8.1M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-478- 3.81% |
$16.2K - $18.1K
|
12.1K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-474- 4.88% |
$16K - $17.9K
|
9.25K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 6.94% |
$15.2K - $17K
|
6.04K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-419- 5.65% |
$14.2K - $15.8K
|
7K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-397- 3.17% |
$13.4K - $15K
|
12.1K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-389- 0.1% |
$13.2K - $14.7K
|
376K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-383- 1.42% |
$13K - $14.5K
|
26.6K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-381- 0.46% |
$12.9K - $14.4K
|
83.3K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-315- 1.78% |
$10.7K - $11.9K
|
17.3K
$705K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-292- 2.94% |
$9.88K - $11K
|
9.63K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-282- 1.01% |
$9.54K - $10.7K
|
27.7K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-278- 3.11% |
$9.41K - $10.5K
|
8.66K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-262- 19.94% |
$8.87K - $9.9K
|
1.05K
$42.8K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-258- 1.06% |
$8.73K - $9.74K
|
24K
$977K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 9.51% |
$8.46K - $9.44K
|
2.38K
$96.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-220- 2.03% |
$7.44K - $8.31K
|
10.6K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-215- 0.97% |
$7.28K - $8.12K
|
22K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.71K
|
31.4K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 0.89% |
$5.75K - $6.42K
|
18.9K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$28K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-151- 1.1% |
$5.11K - $5.7K
|
13.5K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 1.64% |
$5.08K - $5.67K
|
8.97K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-140- 1.6% |
$4.74K - $5.29K
|
8.59K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-138- 0.43% |
$4.67K - $5.21K
|
31.8K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-132- 24.35% |
$4.47K - $4.99K
|
410
$16.7K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-122- 1.44% |
$4.13K - $4.61K
|
8.34K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-119- 3.91% |
$4.03K - $4.49K
|
2.93K
$119K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-119- 1.41% |
$4.03K - $4.49K
|
8.34K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 0.05% |
$2.91K - $3.25K
|
177K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-83- 0.43% |
$2.81K - $3.13K
|
19.2K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-82- 0.52% |
$2.77K - $3.1K
|
15.5K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-76- 0.31% |
$2.57K - $2.87K
|
24.1K
$981K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-76- 0.69% |
$2.57K - $2.87K
|
11K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75- 1.09% |
$2.54K - $2.83K
|
6.83K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-68- 3.62% |
$2.3K - $2.57K
|
1.81K
$73.6K
|