Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History

Family Wealth Group, LLC

$96.6 Million
Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Family Wealth Group, LLC holds 12,992 shares of FISR stock, worth $334,544. This represents 0.35% of its overall portfolio holdings.

Number of Shares

12,992

Previous 14,122 8.0%

Holding current value

$334,544

Previous $365,000 8.22%

% of portfolio

0.35%

Previous 0.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$25.13 - $26.07 $28,396 - $29,459	-1,130 Reduced 8.0%	12,992 $335,000
Q1 2025 May 14, 2025	SELL	$25.06 - $25.98 $155,848 - $161,569	-6,219 Reduced 30.57%	14,122 $365,000
Q4 2024 May 14, 2025	SELL	$25.26 - $26.59 $36,829 - $38,768	-1,458 Reduced 6.69%	20,341 $515,000
Q3 2024 Apr 01, 2025	BUY	$25.19 - $26.77 $108,971 - $115,807	4,326 Added 24.76%	21,799 $579,000
Q3 2024 Nov 14, 2024	BUY	$25.19 - $26.77 $38,918 - $41,359	1,545 Added 8.76%	19,178 $509,000
Q2 2024 Apr 01, 2025	BUY	$24.84 - $25.72 $55,169 - $57,124	2,221 Added 14.56%	17,473 $444,000
Q2 2024 Aug 14, 2024	BUY	$24.84 - $25.72 $53,331 - $55,220	2,147 Added 13.86%	17,633 $448,000
Q1 2024 Apr 01, 2025	BUY	$25.29 - $26.01 $154,016 - $158,400	6,090 Added 66.47%	15,252 $391 Million
Q1 2024 Aug 14, 2024	BUY	$25.29 - $26.01 $154,016 - $158,400	6,090 Added 64.81%	15,486 $396,000
Q4 2023 Apr 01, 2025	SELL	$24.08 - $26.15 $241,185 - $261,918	-10,016 Reduced 52.23%	9,162 $238 Million
Q4 2023 Feb 14, 2024	BUY	$24.08 - $26.15 $226,255 - $245,705	9,396 New	9,396 $244,000

Others Institutions Holding FISR

# of Institutions

Shares Held

16.9M

Call Options Held

Put Options Held

View Full List

About SSGA ACTIVE TR SPDR SSGA FIXED

Ticker FISR
Sector ETFs
Industry ETFs

More about FISR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Account

Family Wealth Group, LLC Ssga Active Tr Spdr Ssga Fixed Transaction History