Hershey Financial Advisers, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Hershey Financial Advisers, LLC

  • $112 Billion
  • Q2 2025

A detailed history of Hershey Financial Advisers, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Hershey Financial Advisers, LLC holds 11,629 shares of SPDW stock, worth $494,697. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,629
Previous 12,541 7.27%
Holding current value
$494,697
Previous $428 Million 10.01%
% of portfolio
0.42%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$32.66 - $40.75 $29,785 - $37,164
-912 Reduced 7.27%
11,629 $471 Million
Q4 2024

Feb 11, 2025
BUY
$34.13 - $37.35 $284,541 - $311,386
8,337 Added 198.31%
12,541 $428 Million
Q2 2024

Aug 19, 2024
BUY
$34.2 - $36.64 $143,776 - $154,034
4,204 New
4,204 $147 Million

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

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Hershey Financial Advisers, LLC Portfolio

Follow Hershey Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Hershey Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email