Cliftonlarsonallen Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 196,844 shares of SPDW stock, worth $8.52 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
196,844
Previous 195,176 0.85%
Holding current value
$8.52 Million
Previous $7.9 Million 6.58%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 14, 2025
BUY
$39.8 - $42.86 $66,386 - $71,490
1,668 Added 0.85%
196,844 $8.42 Million
Q2 2025

Jul 18, 2025
BUY
$32.66 - $40.75 $1.37 Million - $1.71 Million
41,960 Added 27.39%
195,176 $7.9 Million
Q1 2025

Apr 16, 2025
SELL
$33.84 - $37.77 $764,411 - $853,186
-22,589 Reduced 12.85%
153,216 $5.63 Million
Q4 2024

Jan 14, 2025
BUY
$34.13 - $37.35 $1.32 Million - $1.44 Million
38,641 Added 28.17%
175,805 $6 Million
Q3 2024

Oct 11, 2024
SELL
$33.74 - $37.96 $42,141 - $47,412
-1,249 Reduced 0.9%
137,164 $5.15 Million
Q2 2024

Jul 11, 2024
SELL
$34.2 - $36.64 $194,256 - $208,115
-5,680 Reduced 3.94%
138,413 $4.86 Million
Q1 2024

May 02, 2024
SELL
$32.85 - $35.9 $854,822 - $934,189
-26,022 Reduced 15.3%
144,093 $5.16 Million
Q4 2023

Jan 16, 2024
BUY
$29.46 - $34.07 $3.31 Million - $3.83 Million
112,273 Added 194.1%
170,115 $5.79 Million
Q3 2023

Oct 13, 2023
SELL
$30.88 - $33.58 $642,365 - $698,531
-20,802 Reduced 26.45%
57,842 $1.79 Million
Q2 2023

Jul 14, 2023
BUY
$31.7 - $33.66 $1.07 Million - $1.13 Million
33,692 Added 74.95%
78,644 $2.56 Million
Q1 2023

Apr 12, 2023
SELL
$29.83 - $32.71 $6.96 Million - $7.63 Million
-233,228 Reduced 83.84%
44,952 $1.44 Million
Q4 2022

Jan 19, 2023
BUY
$25.7 - $31.02 $5.97 Million - $7.21 Million
232,350 Added 506.98%
278,180 $0
Q3 2022

Oct 12, 2022
SELL
$25.67 - $30.93 $998,871 - $1.2 Million
-38,912 Reduced 45.92%
45,830 $1.18 Million
Q2 2022

Jul 08, 2022
SELL
$28.57 - $34.74 $5.71 Million - $6.94 Million
-199,910 Reduced 70.23%
84,742 $2.44 Million
Q1 2022

Apr 27, 2022
BUY
$31.42 - $36.91 $8.42 Million - $9.89 Million
267,853 Added 1594.46%
284,652 $9.76 Million
Q4 2021

Jan 26, 2022
BUY
$35.28 - $37.98 $592,668 - $638,026
16,799 New
16,799 $613,000

Others Institutions Holding SPDW

# of Institutions
1,152
Shares Held
577M
Call Options Held
500
Put Options Held
200
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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