Lbmc Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lbmc Investment Advisors, LLC

$1.38 Billion
Q2 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 117,593 shares of SPDW stock, worth $4.84 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

117,593

Previous 105,168 11.81%

Holding current value

$4.84 Million

Previous $3.86 Million 23.28%

% of portfolio

0.35%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$32.66 - $40.75 $405,800 - $506,318	12,425 Added 11.81%	117,593 $4.76 Million
Q1 2025 Apr 09, 2025	SELL	$33.84 - $37.77 $69,879 - $77,995	-2,065 Reduced 1.93%	105,168 $3.86 Million
Q4 2024 Jan 16, 2025	BUY	$34.13 - $37.35 $50,102 - $54,829	1,468 Added 1.39%	107,233 $3.66 Million
Q3 2024 Oct 08, 2024	SELL	$33.74 - $37.96 $68,323 - $76,869	-2,025 Reduced 1.88%	105,765 $3.97 Million
Q2 2024 Jul 11, 2024	BUY	$34.2 - $36.64 $40,390 - $43,271	1,181 Added 1.11%	107,790 $3.78 Million
Q1 2024 Apr 12, 2024	BUY	$32.85 - $35.9 $1.51 Million - $1.65 Million	45,952 Added 75.76%	106,609 $3.82 Million
Q4 2023 Jan 16, 2024	BUY	$29.46 - $34.07 $897,881 - $1.04 Million	30,478 Added 100.99%	60,657 $2.06 Million
Q2 2023 Jul 17, 2023	BUY	$31.7 - $33.66 $150,606 - $159,918	4,751 Added 18.68%	30,179 $982,000
Q4 2022 Jan 10, 2023	BUY	$25.7 - $31.02 $7,401 - $8,933	288 Added 1.15%	25,428 $0
Q3 2022 Oct 07, 2022	BUY	$25.67 - $30.93 $645,343 - $777,580	25,140 New	25,140 $649,000

Others Institutions Holding SPDW

# of Institutions

1,125

Shares Held

583M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Lbmc Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History