Brown Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History

Brown Financial Advisors

$243 Billion
Q1 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 121,778 shares of SPDW stock, worth $4.84 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

121,778

Previous 224,025 45.64%

Holding current value

$4.84 Million

Previous $7.65 Billion 42.01%

% of portfolio

1.83%

Previous 3.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,088

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Brown Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History