Fiduciary Alliance LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fiduciary Alliance LLC

$1.02 Trillion
Q1 2025

A detailed history of Fiduciary Alliance LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fiduciary Alliance LLC holds 466,639 shares of SPDW stock, worth $17.1 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

466,639

Previous 468,554 0.41%

Holding current value

$17.1 Million

Previous $16 Billion 6.24%

% of portfolio

1.67%

Previous 1.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$33.84 - $37.77 $64,803 - $72,329	-1,915 Reduced 0.41%	466,639 $17 Billion
Q4 2024 Jan 13, 2025	BUY	$34.13 - $37.35 $333,484 - $364,946	9,771 Added 2.13%	468,554 $16 Billion
Q3 2024 Oct 11, 2024	BUY	$33.74 - $37.96 $793,834 - $893,122	23,528 Added 5.41%	458,783 $17.2 Billion
Q2 2024 Jul 09, 2024	SELL	$34.2 - $36.64 $403,115 - $431,875	-11,787 Reduced 2.64%	435,255 $15.3 Billion
Q1 2024 Apr 17, 2024	BUY	$32.85 - $35.9 $127,917 - $139,794	3,894 Added 0.88%	447,042 $16 Billion
Q4 2023 Jan 17, 2024	BUY	$29.46 - $34.07 $370,577 - $428,566	12,579 Added 2.92%	443,148 $15.1 Billion
Q3 2023 Oct 18, 2023	BUY	$30.88 - $33.58 $465,330 - $506,017	15,069 Added 3.63%	430,569 $13.4 Billion
Q2 2023 Jul 18, 2023	BUY	$31.7 - $33.66 $324,671 - $344,745	10,242 Added 2.53%	415,500 $13.5 Billion
Q1 2023 Apr 18, 2023	BUY	$29.83 - $32.71 $147,539 - $161,783	4,946 Added 1.24%	405,258 $13 Billion
Q4 2022 Jan 19, 2023	BUY	$25.7 - $31.02 $10.3 Million - $12.4 Million	400,312 New	400,312 $11.9 Billion

Others Institutions Holding SPDW

# of Institutions

1,047

Shares Held

534M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Account

Fiduciary Alliance LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History