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

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 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 5,088 shares of SPDW stock, worth $221,735. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,088
Previous 5,182 1.81%
Holding current value
$221,735
Previous $188,000 9.57%
% of portfolio
0.17%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
575M
Call Options Held
500
Put Options Held
200
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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