Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $181 Billion
  • Q2 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 661,727 shares of SPDW stock, worth $27.3 Million. This represents 14.83% of its overall portfolio holdings.

Number of Shares
661,727
Previous 704,037 6.01%
Holding current value
$27.3 Million
Previous $25.6 Billion 4.52%
% of portfolio
14.83%
Previous 15.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 03, 2025
SELL
$32.66 - $40.75 $1.38 Million - $1.72 Million
-42,310 Reduced 6.01%
661,727 $26.8 Billion
Q1 2025

Apr 21, 2025
BUY
$33.84 - $37.77 $353,357 - $394,394
10,442 Added 1.51%
704,037 $25.6 Billion
Q4 2024

Mar 25, 2025
SELL
$34.13 - $37.35 $504,407 - $551,995
-14,779 Reduced 2.09%
693,595 $23.7 Billion
Q3 2024

Mar 25, 2025
BUY
$33.74 - $37.96 $1.53 Million - $1.72 Million
45,410 Added 6.85%
708,374 $26.6 Billion
Q2 2024

Mar 25, 2025
BUY
$34.2 - $36.64 $505,441 - $541,502
14,779 Added 2.28%
662,964 $23.3 Billion
Q1 2024

Mar 25, 2025
BUY
$32.85 - $35.9 $795,856 - $869,749
24,227 Added 3.88%
648,185 $23.2 Billion
Q4 2023

Mar 25, 2025
BUY
$29.46 - $34.07 $18.4 Million - $21.3 Million
623,958 New
623,958 $21.2 Billion

Others Institutions Holding SPDW

# of Institutions
1,107
Shares Held
558M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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