Clearstead Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,950,650 shares of SPDW stock, worth $129 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

2,950,650

Previous 2,801,092 5.34%

Holding current value

$129 Million

Previous $113 Million 11.32%

% of portfolio

1.71%

Previous 1.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$39.8 - $42.86 $5.95 Million - $6.41 Million	149,558 Added 5.34%	2,950,650 $126 Million
Q2 2025 Aug 08, 2025	BUY	$32.66 - $40.75 $3.61 Million - $4.51 Million	110,568 Added 4.11%	2,801,092 $113 Million
Q1 2025 May 13, 2025	BUY	$33.84 - $37.77 $2.6 Million - $2.9 Million	76,703 Added 2.93%	2,690,524 $98 Million
Q4 2024 Feb 10, 2025	BUY	$34.13 - $37.35 $1.13 Million - $1.24 Million	33,253 Added 1.29%	2,613,821 $89.2 Million
Q3 2024 Nov 13, 2024	BUY	$33.74 - $37.96 $1.26 Million - $1.41 Million	37,237 Added 1.46%	2,580,568 $96.9 Million
Q2 2024 Aug 09, 2024	BUY	$34.2 - $36.64 $87 Million - $93.2 Million	2,543,316 Added 0.0%	2,543,331 $89.2 Million
Q2 2023 Aug 07, 2023	BUY	$31.7 - $33.66 $475 - $504	15 New	15 $0
Q2 2022 Aug 12, 2022	SELL	$28.57 - $34.74 $7,828 - $9,518	-274 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$31.42 - $36.91 $8,609 - $10,113	274 New	274 $9,000

Others Institutions Holding SPDW

# of Institutions

1,194

Shares Held

610M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Clearstead Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History