Heartwood Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q3 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 114,104 shares of SPDW stock, worth $4.99 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

114,104

Previous 113,871 0.2%

Holding current value

$4.99 Million

Previous $4.61 Million 5.9%

% of portfolio

0.48%

Previous 0.51%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$39.8 - $42.86 $9,273 - $9,986	233 Added 0.2%	114,104 $4.88 Million
Q1 2025 Apr 21, 2025	SELL	$33.84 - $37.77 $67,104 - $74,897	-1,983 Reduced 1.71%	113,871 $4.15 Million
Q1 2024 Apr 02, 2024	SELL	$32.85 - $35.9 $658,971 - $720,154	-20,060 Reduced 14.76%	115,854 $4.15 Million
Q4 2023 Jan 17, 2024	SELL	$29.46 - $34.07 $357,939 - $413,950	-12,150 Reduced 8.21%	135,914 $4.62 Million
Q3 2023 Oct 17, 2023	SELL	$30.88 - $33.58 $44,343 - $48,220	-1,436 Reduced 0.96%	148,064 $4.59 Million

Q1 2023 Apr 14, 2023	SELL	$29.83 - $32.71 $514,776 - $564,476	-17,257 Reduced 10.35%	149,500 $4.8 Million
Q4 2022 Jan 12, 2023	BUY	$25.7 - $31.02 $471,697 - $569,341	18,354 Added 12.37%	166,757 $0
Q3 2022 Oct 25, 2022	SELL	$25.67 - $30.93 $223,662 - $269,493	-8,713 Reduced 5.55%	148,403 $3.83 Million
Q2 2022 Jul 25, 2022	SELL	$28.57 - $34.74 $13,627 - $16,570	-477 Reduced 0.3%	157,116 $4.53 Million
Q1 2022 Apr 26, 2022	SELL	$31.42 - $36.91 $63,028 - $74,041	-2,006 Reduced 1.26%	157,593 $5.4 Million
Q4 2021 Jan 12, 2022	SELL	$35.28 - $37.98 $1.13 Million - $1.21 Million	-31,909 Reduced 16.66%	159,599 $5.82 Million
Q3 2021 Oct 12, 2021	BUY	$35.68 - $38.17 $533,130 - $570,336	14,942 Added 8.46%	191,508 $6.94 Million
Q2 2021 Jul 21, 2021	SELL	$35.87 - $38.34 $218,089 - $233,107	-6,080 Reduced 3.33%	176,566 $6.5 Million
Q1 2021 Apr 19, 2021	SELL	$33.6 - $35.9 $186,177 - $198,921	-5,541 Reduced 2.94%	182,646 $6.46 Million
Q3 2020 Oct 28, 2020	SELL	$27.73 - $30.19 $595,862 - $648,722	-21,488 Reduced 10.25%	188,187 $5.51 Million
Q2 2020 Aug 05, 2020	BUY	$22.87 - $29.3 $1.34 Million - $1.71 Million	58,427 Added 38.63%	209,675 $5.79 Million
Q1 2020 May 04, 2020	BUY	$20.71 - $31.78 $2.67 Million - $4.1 Million	128,882 Added 576.24%	151,248 $3.62 Million
Q4 2019 Jan 31, 2020	BUY	$28.52 - $31.66 $637,878 - $708,107	22,366 New	22,366 $701,000

Others Institutions Holding SPDW

# of Institutions

1,193

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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