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

Level Wealth Management LLC

  • $153 Billion
  • Q1 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 13,701 shares of SPDW stock, worth $545,436. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,701
Previous 13,747 0.33%
Holding current value
$545,436
Previous $469 Million 6.32%
% of portfolio
0.33%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,087
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
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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