Delap Wealth Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Delap Wealth Advisory, LLC

$179 Billion
Q1 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 82,469 shares of SPDW stock, worth $3.28 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

82,469

Previous 86,648 4.82%

Holding current value

$3.28 Million

Previous $2.96 Billion 1.54%

% of portfolio

1.67%

Previous 1.77%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$33.84 - $37.77 $141,417 - $157,840	-4,179 Reduced 4.82%	82,469 $3 Billion
Q4 2024 Feb 04, 2025	SELL	$34.13 - $37.35 $99,045 - $108,389	-2,902 Reduced 3.24%	86,648 $2.96 Billion
Q3 2024 Nov 12, 2024	SELL	$33.74 - $37.96 $73,249 - $82,411	-2,171 Reduced 2.37%	89,550 $3.36 Billion
Q1 2024 May 14, 2024	SELL	$32.85 - $35.9 $3.01 Million - $3.29 Million	-91,721 Reduced 50.0%	91,721 $3.29 Billion
Q4 2023 Feb 14, 2024	BUY	$29.46 - $34.07 $3.48 Million - $4.03 Million	118,275 Added 181.5%	183,442 $6.24 Billion
Q3 2023 Nov 13, 2023	SELL	$30.88 - $33.58 $109,901 - $119,511	-3,559 Reduced 5.18%	65,167 $2.02 Billion
Q2 2023 Aug 08, 2023	SELL	$31.7 - $33.66 $134,534 - $142,853	-4,244 Reduced 5.82%	68,726 $2.24 Billion
Q1 2023 Aug 08, 2023	SELL	$29.83 - $32.71 $77,319 - $84,784	-2,592 Reduced 3.43%	72,970 $2.34 Billion
Q1 2023 May 15, 2023	SELL	$29.83 - $32.71 $102,257 - $112,129	-3,428 Reduced 4.34%	75,562 $2.43 Billion
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $2.03 Million - $2.45 Million	78,990 New	78,990 $2.35 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
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Account

Delap Wealth Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History