Mbl Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,375 shares of SPDW stock, worth $410,250. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,375

Previous 9,800 4.34%

Holding current value

$410,250

Previous $396,000 1.26%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$39.8 - $42.86 $16,915 - $18,215	-425 Reduced 4.34%	9,375 $401,000
Q2 2025 Jul 22, 2025	BUY	$32.66 - $40.75 $11,430 - $14,262	350 Added 3.7%	9,800 $396,000
Q1 2025 May 21, 2025	BUY	$33.84 - $37.77 $3,384 - $3,777	100 Added 1.07%	9,450 $344,000
Q2 2024 Jul 19, 2024	BUY	$34.2 - $36.64 $3,420 - $3,664	100 Added 1.08%	9,350 $327,000
Q1 2024 Apr 22, 2024	BUY	$32.85 - $35.9 $10,183 - $11,129	310 Added 3.47%	9,250 $331,000
Q4 2023 Jan 18, 2024	BUY	$29.46 - $34.07 $36,383 - $42,076	1,235 Added 16.03%	8,940 $304,000
Q3 2023 Oct 11, 2023	BUY	$30.88 - $33.58 $237,930 - $258,733	7,705 New	7,705 $238,000

Others Institutions Holding SPDW

# of Institutions

1,194

Shares Held

610M

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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