Schechter Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 60,067 shares of SPDW stock, worth $2.27 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

60,067

Previous 72,547 17.2%

Holding current value

$2.27 Million

Previous $2.48 Million 11.67%

% of portfolio

0.26%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$33.84 - $37.77 $422,323 - $471,369	-12,480 Reduced 17.2%	60,067 $2.19 Million
Q4 2024 Feb 06, 2025	BUY	$34.13 - $37.35 $273 - $298	8 Added 0.01%	72,547 $2.48 Million
Q2 2024 Aug 12, 2024	BUY	$34.2 - $36.64 $307 - $329	9 Added 0.01%	72,539 $2.54 Million
Q1 2024 May 06, 2024	BUY	$32.85 - $35.9 $2.38 Million - $2.6 Million	72,530 New	72,530 $2.6 Million

Others Institutions Holding SPDW

# of Institutions

1,065

Shares Held

549M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Schechter Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History