Great Waters Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History

Great Waters Wealth Management

$769 Billion
Q2 2025

A detailed history of Great Waters Wealth Management transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Great Waters Wealth Management holds 36,879 shares of SPGM stock, worth $2.54 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

36,879

Previous 37,960 2.85%

Holding current value

$2.54 Million

Previous $2.37 Billion 7.39%

% of portfolio

0.33%

Previous 0.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$55.5 - $69.0 $59,995 - $74,589	-1,081 Reduced 2.85%	36,879 $2.54 Billion
Q1 2025 Apr 14, 2025	SELL	$61.91 - $66.79 $38,322 - $41,343	-619 Reduced 1.6%	37,960 $2.37 Billion
Q4 2024 Jan 16, 2025	BUY	$63.23 - $66.65 $8,219 - $8,664	130 Added 0.34%	38,579 $2.44 Billion
Q3 2024 Oct 04, 2024	SELL	$57.85 - $64.92 $52,817 - $59,271	-913 Reduced 2.32%	38,449 $2.49 Billion
Q2 2024 Jul 08, 2024	SELL	$56.67 - $60.99 $36,948 - $39,765	-652 Reduced 1.63%	39,362 $2.39 Billion
Q1 2024 Apr 08, 2024	SELL	$54.21 - $59.68 $32,200 - $35,449	-594 Reduced 1.46%	40,014 $2.39 Billion
Q4 2023 Jan 19, 2024	SELL	$48.07 - $55.48 $308,945 - $356,569	-6,427 Reduced 13.66%	40,608 $2.22 Billion
Q3 2023 Oct 11, 2023	SELL	$50.1 - $54.28 $51,903 - $56,234	-1,036 Reduced 2.16%	47,035 $2.36 Billion
Q2 2023 Jul 07, 2023	SELL	$49.47 - $52.62 $137,031 - $145,757	-2,770 Reduced 5.45%	48,071 $2.52 Billion
Q1 2023 Apr 25, 2023	SELL	$46.63 - $51.08 $109,440 - $119,884	-2,347 Reduced 4.41%	50,841 $2.56 Billion
Q4 2022 Feb 03, 2023	BUY	$42.72 - $49.46 $2.27 Million - $2.63 Million	53,188 New	53,188 $2.65 Billion

Others Institutions Holding SPGM

# of Institutions

142

Shares Held

9.53M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Great Waters Wealth Management Spdr Index Shs Fds S Spdr Port Transaction History