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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9.8K- 6.73% |
$335K - $366K
|
136K
$5.77M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-9.31K- 57.64% |
$318K - $348K
|
6.84K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.24K- 46.28% |
$281K - $308K
|
9.56K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.39K- 29.99% |
$150K - $164K
|
10.2K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.19K- 3.55% |
$143K - $156K
|
114K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.98K- 14.32% |
$136K - $149K
|
23.8K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.82K- 61.45% |
$96.2K - $105K
|
1.77K
$75.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.18K- 1.57% |
$40.4K - $44.2K
|
74.4K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.11K- 15.56% |
$38K - $41.5K
|
6.03K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-987- 12.12% |
$33.7K - $36.9K
|
7.16K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-885- 15.21% |
$30.2K - $33.1K
|
4.93K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-651- 9.47% |
$22.2K - $24.3K
|
6.22K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-588- 7.12% |
$20.1K - $22K
|
7.67K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-458- 6.22% |
$15.6K - $17.1K
|
6.91K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-410- 53.66% |
$14K - $15.3K
|
354
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-404- 30.68% |
$13.8K - $15.1K
|
913
$38.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-232- 1.91% |
$7.92K - $8.67K
|
11.9K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-223- 40.69% |
$7.61K - $8.33K
|
325
$13.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-150- 17.3% |
$5.12K - $5.6K
|
717
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-109- 0.1% |
$3.72K - $4.07K
|
110K
$4.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-100- 0.72% |
$3.41K - $3.74K
|
13.7K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-89- 7.59% |
$3.04K - $3.32K
|
1.08K
$46.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-73- 16.52% |
$2.49K - $2.73K
|
369
$15.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-66- 12.31% |
$2.25K - $2.47K
|
470
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 0.66% |
$239 - $261
|
1.06K
$45.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123K- 4.41% |
$4.15M - $4.67M
|
2.66M
$113M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-29.1K- 70.6% |
$983K - $1.11M
|
12.1K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-9.72K- 33.15% |
$328K - $369K
|
19.6K
$834K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.05K- 43.64% |
$170K - $192K
|
6.52K
$277K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.58K- 3.27% |
$154K - $174K
|
135K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.03K- 1.69% |
$102K - $115K
|
177K
$7.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.97K- 2.56% |
$66.5K - $74.8K
|
75.1K
$3.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.24K- 15.55% |
$41.7K - $46.9K
|
6.71K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.02K- 87.05% |
$34.2K - $38.5K
|
151
$6.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-918- 13.6% |
$31K - $34.8K
|
5.83K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-535- 2.66% |
$18.1K - $20.3K
|
19.6K
$833K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-500- 3.73% |
$16.9K - $19K
|
12.9K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-213- 1.46% |
$7.19K - $8.09K
|
14.4K
$611K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-99- 0.08% |
$3.34K - $3.76K
|
124K
$5.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-22- 1.24% |
$742 - $835
|
1.75K
$74.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 6.15% |
$405 - $456
|
183
$7.78K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-8.11K- 4.94% |
$277K - $297K
|
156K
$6.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.14K- 46.41% |
$210K - $225K
|
7.09K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.01K- 1.32% |
$68.7K - $73.6K
|
150K
$6.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-487- 35.19% |
$16.7K - $17.8K
|
897
$38.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-10- 3.97% |
$342 - $366
|
242
$10.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-227K- 96.06% |
$7.44M - $8.13M
|
9.3K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-24.1K- 9.15% |
$792K - $865K
|
239K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.2K- 0.4% |
$334K - $365K
|
2.52M
$107M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.16K- 13.62% |
$235K - $257K
|
45.4K
$1.93M
|
|