Level Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025

A detailed history of Level Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Level Wealth Management LLC holds 6,107 shares of SPDW stock, worth $267,242. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,107
Previous 13,701 55.43%
Holding current value
$267,242
Previous $555 Million 52.89%
% of portfolio
0.14%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$39.8 - $42.86 $302,241 - $325,478
-7,594 Reduced 55.43%
6,107 $261 Million
Q1 2025

Apr 28, 2025
SELL
$33.84 - $37.77 $1,556 - $1,737
-46 Reduced 0.33%
13,701 $499 Million
Q4 2024

Jan 24, 2025
BUY
$34.13 - $37.35 $469,185 - $513,450
13,747 New
13,747 $469 Million

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

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