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 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-63- 0.14% |
$2.13K - $2.38K
|
46.3K
$1.87M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-56- 0.09% |
$1.9K - $2.12K
|
61.8K
$2.49M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-48- 0.19% |
$1.62K - $1.81K
|
24.7K
$997K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-47- 0.19% |
$1.59K - $1.78K
|
25K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-46- 0.33% |
$1.56K - $1.74K
|
13.7K
$553K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-36- 0.71% |
$1.22K - $1.36K
|
5.04K
$203K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26- 0.27% |
$880 - $982
|
9.78K
$394K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-26- 0.41% |
$880 - $982
|
6.27K
$253K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22- 0.08% |
$744 - $831
|
25.9K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-22- 0.3% |
$744 - $831
|
7.27K
$293K
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-21- 0.15% |
$711 - $793
|
14.1K
$567K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$575 - $642
|
76.4K
$3.08M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3- 0.04% |
$102 - $113
|
7.02K
$283K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.09% |
$33.8 - $37.8
|
1.06K
$42.7K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 1.89% |
$33.8 - $37.8
|
52
$2.1K
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88M- 97.07% |
$98.4M - $108M
|
87.1K
$3.51M
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-239K- 49.64% |
$8.16M - $8.93M
|
243K
$9.79M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-152K- 8.72% |
$5.2M - $5.69M
|
1.6M
$64.4M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82.3K- 16.98% |
$2.81M - $3.07M
|
402K
$16.2M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45.8K- 98.32% |
$1.56M - $1.71M
|
780
$31.5K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.5K- 90.15% |
$733K - $803K
|
2.35K
$94.7K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 28.66% |
$695K - $760K
|
50.6K
$2.04M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 20.75% |
$386K - $422K
|
43.2K
$1.74M
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.83K- 10.7% |
$335K - $367K
|
82K
$3.31M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.8K- 6.73% |
$335K - $366K
|
136K
$5.47M
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-9.31K- 57.64% |
$318K - $348K
|
6.84K
$276K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.24K- 46.28% |
$281K - $308K
|
9.56K
$386K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.23K- 14.83% |
$281K - $307K
|
47.3K
$1.91M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.39K- 29.99% |
$150K - $164K
|
10.2K
$413K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.19K- 3.55% |
$143K - $156K
|
114K
$4.59M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.98K- 14.32% |
$136K - $149K
|
23.8K
$959K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.82K- 61.45% |
$96.2K - $105K
|
1.77K
$71.3K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-2.22K- 2.54% |
$75.7K - $82.9K
|
85K
$3.43M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$40.4K - $44.2K
|
74.4K
$3M
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.11K- 15.56% |
$38K - $41.5K
|
6.03K
$243K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 15.72% |
$35.7K - $39K
|
5.6K
$226K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-987- 12.12% |
$33.7K - $36.9K
|
7.16K
$289K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-885- 15.21% |
$30.2K - $33.1K
|
4.93K
$199K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-777- 2.29% |
$26.5K - $29K
|
33.2K
$1.34M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-651- 9.47% |
$22.2K - $24.3K
|
6.22K
$251K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-588- 7.12% |
$20.1K - $22K
|
7.67K
$309K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-466- 3.07% |
$15.9K - $17.4K
|
14.7K
$593K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-458- 6.22% |
$15.6K - $17.1K
|
6.91K
$278K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-410- 53.66% |
$14K - $15.3K
|
354
$14.3K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-404- 30.68% |
$13.8K - $15.1K
|
913
$36.8K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-398- 82.06% |
$13.6K - $14.9K
|
87
$3.51K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-369- 37.39% |
$12.6K - $13.8K
|
618
$24.9K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-276- 40.12% |
$9.42K - $10.3K
|
412
$16.6K
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-249- 0.46% |
$8.5K - $9.3K
|
53.8K
$2.17M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-232- 1.91% |
$7.92K - $8.67K
|
11.9K
$480K
|