Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sterling Wealth Management, Inc.

$293 Billion
Q2 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 33,723 shares of SPDW stock, worth $1.47 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

33,723

Previous 33,170 1.67%

Holding current value

$1.47 Million

Previous $1.13 Billion 20.61%

% of portfolio

0.47%

Previous 0.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$32.66 - $40.75 $18,060 - $22,534	553 Added 1.67%	33,723 $1.37 Billion
Q4 2024 Feb 14, 2025	SELL	$34.13 - $37.35 $26,519 - $29,020	-777 Reduced 2.29%	33,170 $1.13 Billion
Q3 2024 Nov 14, 2024	SELL	$33.74 - $37.96 $23,449 - $26,382	-695 Reduced 2.01%	33,947 $1.28 Billion
Q2 2024 Aug 14, 2024	BUY	$34.2 - $36.64 $20,451 - $21,910	598 Added 1.76%	34,642 $1.22 Billion
Q4 2023 Feb 14, 2024	BUY	$29.46 - $34.07 $1 Million - $1.16 Million	34,044 New	34,044 $1.16 Billion

Others Institutions Holding SPDW

# of Institutions

1,148

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History