Brown Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Brown Financial Advisors

$256 Billion
Q2 2025

A detailed history of Brown Financial Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Brown Financial Advisors holds 117,828 shares of SPDW stock, worth $5.12 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

117,828

Previous 121,778 3.24%

Holding current value

$5.12 Million

Previous $4.43 Billion 7.6%

% of portfolio

1.86%

Previous 1.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	SELL	$32.66 - $40.75 $129,006 - $160,962	-3,950 Reduced 3.24%	117,828 $4.77 Billion
Q1 2025 May 12, 2025	SELL	$33.84 - $37.77 $3.46 Million - $3.86 Million	-102,247 Reduced 45.64%	121,778 $4.43 Billion
Q4 2024 Feb 04, 2025	BUY	$34.13 - $37.35 $310,958 - $340,295	9,111 Added 4.24%	224,025 $7.65 Billion
Q3 2024 Nov 15, 2024	BUY	$33.74 - $37.96 $403,665 - $454,153	11,964 Added 5.9%	214,914 $8.07 Billion
Q2 2024 Aug 30, 2024	BUY	$34.2 - $36.64 $6.94 Million - $7.44 Million	202,950 New	202,950 $7.12 Billion

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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Brown Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History