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, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.6KClosed |
$342K - $396K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11.6K- 57.81% |
$341K - $395K
|
8.46K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-6.58K- 24.0% |
$194K - $224K
|
20.8K
$742K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.86K- 28.64% |
$143K - $166K
|
12.1K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.77K- 56.67% |
$111K - $128K
|
2.88K
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.88K- 30.81% |
$84.7K - $98K
|
6.46K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.22K- 15.04% |
$35.9K - $41.5K
|
6.88K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 14.12% |
$33.1K - $38.3K
|
6.84K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-730- 9.93% |
$21.5K - $24.9K
|
6.62K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-639- 0.18% |
$18.8K - $21.8K
|
356K
$12.7M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-598- 15.68% |
$17.6K - $20.4K
|
3.22K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-573- 7.06% |
$16.9K - $19.5K
|
7.54K
$268K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-433- 6.4% |
$12.8K - $14.8K
|
6.34K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 0.99% |
$8.19K - $9.47K
|
27.7K
$985K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-218- 70.55% |
$6.42K - $7.43K
|
91
$3.24K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-116- 1.69% |
$3.42K - $3.95K
|
6.75K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-75- 1.03% |
$2.21K - $2.56K
|
7.19K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-43- 0.05% |
$1.27K - $1.47K
|
87.1K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-13- 7.83% |
$383 - $443
|
153
$5.45K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.57MClosed |
$79.2M - $86.2M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-21.7K- 71.62% |
$670K - $729K
|
8.61K
$306K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.82K- 38.55% |
$211K - $229K
|
10.9K
$387K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.3K- 96.41% |
$133K - $144K
|
160
$5.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.75K- 5.83% |
$84.9K - $92.3K
|
44.4K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.7K- 50.34% |
$83.4K - $90.7K
|
2.66K
$94.8K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.46K- 7.26% |
$76K - $82.7K
|
31.5K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.24K- 0.54% |
$38.3K - $41.6K
|
230K
$8.19M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-648- 0.87% |
$20K - $21.8K
|
73.8K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-576- 8.69% |
$17.8K - $19.3K
|
6.05K
$215K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-407- 0.31% |
$12.6K - $13.7K
|
130K
$4.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-325- 2.95% |
$10K - $10.9K
|
10.7K
$381K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-151- 29.43% |
$4.66K - $5.07K
|
362
$12.9K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-13K- 27.09% |
$412K - $438K
|
35K
$1.25M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6.51KClosed |
$206K - $219K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.94K- 1.65% |
$188K - $200K
|
353K
$12.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-700- 9.29% |
$22.2K - $23.6K
|
6.84K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-649- 1.81% |
$20.6K - $21.8K
|
35.1K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-416- 5.68% |
$13.2K - $14K
|
6.91K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.56% |
$3.17K - $3.37K
|
6.3K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-52- 0.81% |
$1.65K - $1.75K
|
6.38K
$227K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-120KClosed |
$3.59M - $3.94M
|
0
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-63.2K- 32.33% |
$1.88M - $2.07M
|
132K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-22K- 48.29% |
$657K - $721K
|
23.6K
$840K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.67K- 70.7% |
$169K - $186K
|
2.35K
$83.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5.25K- 99.98% |
$156K - $172K
|
1
$35.6
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-1.91K- 1.49% |
$57K - $62.5K
|
127K
$4.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.96% |
$41.7K - $45.7K
|
18.7K
$665K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.22K- 6.27% |
$36.5K - $40K
|
18.3K
$651K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-650- 7.47% |
$19.4K - $21.3K
|
8.05K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-333- 16.28% |
$9.93K - $10.9K
|
1.71K
$60.9K
|
|