Legacy Wealth Managment, Llc/Id Spdr Ser Tr Fds Spdr Portfolio Transaction History

Legacy Wealth Managment, Llc/Id

$145 Million
Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 4,962 shares of SPDW stock, worth $217,137. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,962

Previous 5,088 2.48%

Holding current value

$217,137

Previous $206,000 2.91%

% of portfolio

0.15%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$39.8 - $42.86 $5,014 - $5,400	-126 Reduced 2.48%	4,962 $212,000
Q2 2025 Aug 06, 2025	SELL	$32.66 - $40.75 $3,070 - $3,830	-94 Reduced 1.81%	5,088 $206,000
Q1 2025 May 16, 2025	BUY	$33.84 - $37.77 $171,704 - $191,644	5,074 Added 4698.15%	5,182 $188,000
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $3,686 - $4,033	108 New	108 $3,000

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

608M

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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Legacy Wealth Managment, Llc/Id Spdr Ser Tr Fds Spdr Portfolio Transaction History