Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Partnership Wealth Management, LLC

$139 Billion
Q4 2025

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 228,798 shares of SPDW stock, worth $10 Million. This represents 7.31% of its overall portfolio holdings.

Number of Shares

228,798

Previous 221,965 3.08%

Holding current value

$10 Million

Previous $9.5 Billion 6.98%

% of portfolio

7.31%

Previous 7.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$42.26 - $44.28 $288,762 - $302,565	6,833 Added 3.08%	228,798 $10.2 Billion
Q3 2025 Oct 08, 2025	BUY	$39.8 - $42.86 $306,937 - $330,536	7,712 Added 3.6%	221,965 $9.5 Billion
Q2 2025 Jul 08, 2025	BUY	$32.66 - $40.75 $1.24 Million - $1.54 Million	37,857 Added 21.46%	214,253 $8.68 Billion
Q1 2025 Apr 07, 2025	BUY	$33.84 - $37.77 $62,502 - $69,761	1,847 Added 1.06%	176,396 $6.42 Billion
Q4 2024 Jan 08, 2025	BUY	$34.13 - $37.35 $1.27 Million - $1.39 Million	37,231 Added 27.11%	174,549 $5.96 Billion

Q3 2024 Oct 08, 2024	BUY	$33.74 - $37.96 $3.89 Million - $4.38 Million	115,340 Added 524.8%	137,318 $5.16 Billion
Q2 2024 Jul 03, 2024	BUY	$34.2 - $36.64 $76,334 - $81,780	2,232 Added 11.3%	21,978 $771 Million
Q1 2024 Apr 10, 2024	BUY	$32.85 - $35.9 $39,222 - $42,864	1,194 Added 6.44%	19,746 $708 Million
Q4 2023 Feb 07, 2024	BUY	$29.46 - $34.07 $546,541 - $632,066	18,552 New	18,552 $625 Million

Others Institutions Holding SPDW

# of Institutions

1,190

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Account

Partnership Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History