Family Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Family Wealth Group, LLC

$96.6 Million
Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 32,354 shares of SPDW stock, worth $1.37 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

32,354

Previous 37,350 13.38%

Holding current value

$1.37 Million

Previous $1.36 Million 3.61%

% of portfolio

1.36%

Previous 2.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$32.66 - $40.75 $163,169 - $203,587	-4,996 Reduced 13.38%	32,354 $1.31 Million
Q1 2025 May 14, 2025	SELL	$33.84 - $37.77 $351,326 - $392,128	-10,382 Reduced 21.75%	37,350 $1.36 Million
Q4 2024 May 14, 2025	BUY	$34.13 - $37.35 $13,105 - $14,342	384 Added 0.81%	47,732 $1.63 Million
Q3 2024 Apr 01, 2025	BUY	$33.74 - $37.96 $114,783 - $129,139	3,402 Added 7.74%	47,348 $1.78 Million
Q3 2024 Nov 14, 2024	SELL	$33.74 - $37.96 $154,697 - $174,046	-4,585 Reduced 10.34%	39,736 $1.49 Million
Q2 2024 Apr 01, 2025	BUY	$34.2 - $36.64 $198,873 - $213,061	5,815 Added 15.25%	43,946 $1.54 Million
Q2 2024 Aug 14, 2024	BUY	$34.2 - $36.64 $191,417 - $205,074	5,597 Added 14.45%	44,321 $1.55 Million
Q1 2024 Apr 01, 2025	BUY	$32.85 - $35.9 $219,175 - $239,524	6,672 Added 21.21%	38,131 $1.37 Billion
Q1 2024 Aug 14, 2024	BUY	$32.85 - $35.9 $219,175 - $239,524	6,672 Added 20.82%	38,724 $1.39 Million
Q4 2023 Apr 01, 2025	SELL	$29.46 - $34.07 $243,840 - $281,997	-8,277 Reduced 20.83%	31,459 $1.07 Billion
Q4 2023 Feb 14, 2024	BUY	$29.46 - $34.07 $944,251 - $1.09 Million	32,052 New	32,052 $1.09 Million

Others Institutions Holding SPDW

# of Institutions

1,148

Shares Held

576M

Call Options Held

500

Put Options Held

200

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Family Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History