Leverty Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Leverty Financial Group, LLC

$311 Million
Q3 2025

A detailed history of Leverty Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Leverty Financial Group, LLC holds 20,634 shares of SPDW stock, worth $902,943. This represents 0.28% of its overall portfolio holdings.

Number of Shares

20,634

Previous 24,313 15.13%

Holding current value

$902,943

Previous $984,000 10.37%

% of portfolio

0.28%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$39.8 - $42.86 $146,424 - $157,681	-3,679 Reduced 15.13%	20,634 $882,000
Q2 2025 Jul 17, 2025	SELL	$32.66 - $40.75 $10,614 - $13,243	-325 Reduced 1.32%	24,313 $984,000
Q1 2025 Apr 10, 2025	SELL	$33.84 - $37.77 $240,805 - $268,771	-7,116 Reduced 22.41%	24,638 $904,000
Q4 2024 Jan 24, 2025	BUY	$34.13 - $37.35 $567,411 - $620,943	16,625 Added 109.89%	31,754 $1.08 Million
Q3 2024 Oct 16, 2024	BUY	$33.74 - $37.96 $218,635 - $245,980	6,480 Added 74.92%	15,129 $568,000

Q2 2024 Jul 15, 2024	SELL	$34.2 - $36.64 $752 - $806	-22 Reduced 0.25%	8,649 $303,000
Q1 2024 Apr 23, 2024	BUY	$32.85 - $35.9 $5,617 - $6,138	171 Added 2.01%	8,671 $310,000
Q4 2023 Jan 10, 2024	BUY	$29.46 - $34.07 $250,410 - $289,595	8,500 New	8,500 $289,000

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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Leverty Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History