Balanced Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 20,082 shares of SPDW stock, worth $872,562. This represents 0.35% of its overall portfolio holdings.

Number of Shares

20,082

Previous 19,751 1.68%

Holding current value

$872,562

Previous $719 Million 11.48%

% of portfolio

0.35%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$32.66 - $40.75 $10,810 - $13,488	331 Added 1.68%	20,082 $802 Million
Q1 2025 Apr 15, 2025	BUY	$33.84 - $37.77 $1,861 - $2,077	55 Added 0.28%	19,751 $719 Million
Q4 2024 Feb 10, 2025	BUY	$34.13 - $37.35 $9,112 - $9,972	267 Added 1.37%	19,696 $702 Million
Q3 2024 Oct 28, 2024	SELL	$33.74 - $37.96 $5,769 - $6,491	-171 Reduced 0.87%	19,429 $730 Million
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $11,628 - $12,457	340 Added 1.77%	19,600 $688 Million
Q4 2023 Feb 06, 2024	BUY	$29.46 - $34.07 $567,399 - $656,188	19,260 New	19,260 $655 Million

Others Institutions Holding SPDW

# of Institutions

1,145

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Balanced Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History