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

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

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 693,595 shares of SPDW stock, worth $25.5 Million. This represents 14.76% of its overall portfolio holdings.

Number of Shares
693,595
Previous 708,374 2.09%
Holding current value
$25.5 Million
Previous $26.6 Billion 11.03%
% of portfolio
14.76%
Previous 17.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,043
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Higgins & Schmidt Wealth Strategies LLC Portfolio

Follow Higgins & Schmidt Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email