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

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 22,935 shares of SPDW stock, worth $992,626. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,935

Previous 23,932 4.17%

Holding current value

$992,626

Previous $871,000 6.54%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$32.66 - $40.75 $32,562 - $40,627	-997 Reduced 4.17%	22,935 $928,000
Q1 2025 May 13, 2025	SELL	$33.84 - $37.77 $290,820 - $324,595	-8,594 Reduced 26.42%	23,932 $871,000
Q4 2024 Feb 03, 2025	BUY	$34.13 - $37.35 $39,249 - $42,952	1,150 Added 3.67%	32,526 $1.11 Million
Q3 2024 Nov 14, 2024	BUY	$33.74 - $37.96 $22,133 - $24,901	656 Added 2.14%	31,376 $1.18 Million
Q1 2024 Apr 19, 2024	SELL	$32.85 - $35.9 $17,082 - $18,668	-520 Reduced 1.66%	30,720 $1.1 Million
Q3 2023 Oct 25, 2023	SELL	$30.88 - $33.58 $82,418 - $89,625	-2,669 Reduced 7.87%	31,240 $968,000
Q2 2023 Aug 08, 2023	SELL	$31.7 - $33.66 $29,195 - $31,000	-921 Reduced 2.64%	33,909 $1.1 Million
Q1 2023 Apr 26, 2023	BUY	$29.83 - $32.71 $193,059 - $211,699	6,472 Added 22.82%	34,830 $1.12 Million
Q4 2022 Feb 02, 2023	SELL	$25.7 - $31.02 $15,214 - $18,363	-592 Reduced 2.04%	28,358 $841,000
Q3 2022 Oct 13, 2022	SELL	$25.67 - $30.93 $49,235 - $59,323	-1,918 Reduced 6.21%	28,950 $747,000
Q2 2022 Jul 22, 2022	BUY	$28.57 - $34.74 $545,601 - $663,429	19,097 Added 162.24%	30,868 $890,000
Q4 2021 Jan 14, 2022	SELL	$35.28 - $37.98 $5,644 - $6,076	-160 Reduced 1.34%	11,771 $429,000
Q2 2020 Jul 15, 2020	SELL	$22.87 - $29.3 $161,119 - $206,418	-7,045 Reduced 37.13%	11,931 $330,000
Q3 2019 Oct 29, 2019	BUY	$29.1 - $29.66 $552,201 - $562,828	18,976 New	18,976 $557,000

Others Institutions Holding SPDW

# of Institutions

1,161

Shares Held

577M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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