Caliber Wealth Management, LLC / Ks Spdr Ser Tr Fds Spdr Portfolio Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 80,760 shares of SPDW stock, worth $3.58 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
80,760
Previous 122,335 33.98%
Holding current value
$3.58 Million
Previous $4.95 Billion 30.24%
% of portfolio
0.39%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$39.8 - $42.86 $1.65 Million - $1.78 Million
-41,575 Reduced 33.98%
80,760 $3.46 Billion
Q2 2025

Jul 30, 2025
SELL
$32.66 - $40.75 $273,070 - $340,710
-8,361 Reduced 6.4%
122,335 $4.95 Billion
Q1 2025

May 06, 2025
BUY
$33.84 - $37.77 $4.42 Million - $4.94 Million
130,696 New
130,696 $4.76 Billion

Others Institutions Holding SPDW

# of Institutions
1,193
Shares Held
598M
Call Options Held
500
Put Options Held
13K
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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