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 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$457 - $571
|
2.91K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8- 0.01% |
$261 - $326
|
89.1K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$32.7 - $40.8
|
12.1K
$515K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.12% |
$32.7 - $40.8
|
816
$34.7K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.77M- 97.25% |
$331M - $369M
|
276K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-279K- 79.61% |
$9.45M - $10.5M
|
71.6K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.5K- 4.18% |
$2.18M - $2.44M
|
1.48M
$62.9M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53K- 62.35% |
$1.79M - $2M
|
32K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-49.6K- 21.98% |
$1.68M - $1.87M
|
176K
$7.49M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-44.9K- 5.02% |
$1.52M - $1.7M
|
850K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40.8K- 85.42% |
$1.38M - $1.54M
|
6.96K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-12.5K- 17.2% |
$422K - $471K
|
60.1K
$2.56M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-10.9KClosed |
$368K - $410K
|
0
$0
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.57K- 6.94% |
$256K - $286K
|
101K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.34K- 15.59% |
$248K - $277K
|
39.7K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.47K- 14.12% |
$185K - $207K
|
33.3K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.47K- 18.03% |
$83.7K - $93.4K
|
11.2K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.22K- 24.41% |
$75K - $83.7K
|
6.86K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.06K- 91.49% |
$69.8K - $78K
|
192
$8.17K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 1.71% |
$67.1K - $74.9K
|
114K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.96K- 76.36% |
$66.2K - $73.9K
|
606
$25.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.55K- 9.31% |
$52.5K - $58.5K
|
15.1K
$642K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.42K- 14.55% |
$48K - $53.6K
|
8.33K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.3K- 18.85% |
$44K - $49.1K
|
5.59K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 14.31% |
$38.2K - $42.7K
|
6.77K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-940- 5.48% |
$31.8K - $35.5K
|
16.2K
$690K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-841- 3.79% |
$28.5K - $31.8K
|
21.4K
$909K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-832- 6.16% |
$28.2K - $31.4K
|
12.7K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-419- 5.65% |
$14.2K - $15.8K
|
7K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-278- 3.11% |
$9.41K - $10.5K
|
8.66K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 9.51% |
$8.46K - $9.44K
|
2.38K
$101K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-204- 0.64% |
$6.9K - $7.71K
|
31.4K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-166- 19.42% |
$5.62K - $6.27K
|
689
$29.3K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 1.64% |
$5.08K - $5.67K
|
8.97K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-138- 0.43% |
$4.67K - $5.21K
|
31.8K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-122- 1.44% |
$4.13K - $4.61K
|
8.34K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-119- 1.41% |
$4.03K - $4.49K
|
8.34K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-82- 0.52% |
$2.77K - $3.1K
|
15.5K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-68- 3.62% |
$2.3K - $2.57K
|
1.81K
$77K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-46- 0.33% |
$1.56K - $1.74K
|
13.7K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26- 0.27% |
$880 - $982
|
9.78K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-26- 0.41% |
$880 - $982
|
6.27K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 1.89% |
$33.8 - $37.8
|
52
$2.21K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.88M- 97.07% |
$98.4M - $108M
|
87.1K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82.3K- 16.98% |
$2.81M - $3.07M
|
402K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21.5K- 90.15% |
$733K - $803K
|
2.35K
$99.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20.3K- 28.66% |
$695K - $760K
|
50.6K
$2.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 20.75% |
$386K - $422K
|
43.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.83K- 10.7% |
$335K - $367K
|
82K
$3.49M
|
|