Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025

A detailed history of Advyzon Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 323,305 shares of SPDW stock, worth $14 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
323,305
Previous 334,252 3.28%
Holding current value
$14 Million
Previous $12.2 Billion 7.56%
% of portfolio
2.9%
Previous 4.3%

Shares

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

Aug 07, 2025
SELL
$32.66 - $40.75 $357,529 - $446,090
-10,947 Reduced 3.28%
323,305 $13.1 Billion
Q1 2025

May 09, 2025
SELL
$33.84 - $37.77 $503,606 - $562,093
-14,882 Reduced 4.26%
334,252 $12.2 Billion
Q4 2024

Feb 03, 2025
BUY
$34.13 - $37.35 $11.9 Million - $13 Million
349,134 New
349,134 $11.9 Billion

Others Institutions Holding SPDW

# of Institutions
1,162
Shares Held
578M
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
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