Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 35,925 shares of SPDW stock, worth $1.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,925

Previous 30,476 17.88%

Holding current value

$1.55 Million

Previous $1.11 Million 31.11%

% of portfolio

0.02%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$32.66 - $40.75 $177,964 - $222,046	5,449 Added 17.88%	35,925 $1.45 Million
Q1 2025 May 15, 2025	BUY	$33.84 - $37.77 $365,810 - $408,293	10,810 Added 54.97%	30,476 $1.11 Million
Q4 2024 Feb 11, 2025	BUY	$34.13 - $37.35 $336,043 - $367,748	9,846 Added 100.26%	19,666 $671,000
Q3 2024 Nov 12, 2024	SELL	$33.74 - $37.96 $22,841 - $25,698	-677 Reduced 6.45%	9,820 $368,000
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $52,428 - $56,169	1,533 Added 17.1%	10,497 $368,000
Q1 2024 Aug 13, 2024	BUY	$32.85 - $35.9 $17,410 - $19,027	530 Added 6.28%	8,964 $321,000
Q4 2023 Feb 15, 2024	BUY	$29.46 - $34.07 $147 - $170	5 Added 0.06%	8,434 $286,000
Q3 2023 Nov 15, 2023	SELL	$30.88 - $33.58 $12,104 - $13,163	-392 Reduced 4.44%	8,429 $261,000
Q2 2023 Aug 15, 2023	SELL	$31.7 - $33.66 $165,378 - $175,604	-5,217 Reduced 37.16%	8,821 $287,000
Q1 2023 May 15, 2023	BUY	$29.83 - $32.71 $418,753 - $459,182	14,038 New	14,038 $450,000
Q2 2022 Aug 15, 2022	SELL	$28.57 - $34.74 $171,677 - $208,752	-6,009 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$31.42 - $36.91 $188 - $221	6 Added 0.1%	6,009 $206,000
Q4 2021 Feb 11, 2022	SELL	$35.28 - $37.98 $2,575 - $2,772	-73 Reduced 1.2%	6,003 $219,000
Q3 2021 Nov 12, 2021	BUY	$35.68 - $38.17 $17,982 - $19,237	504 Added 9.05%	6,076 $220,000
Q2 2021 Aug 13, 2021	BUY	$35.87 - $38.34 $199,867 - $213,630	5,572 New	5,572 $205,000
Q1 2020 May 13, 2020	SELL	$20.71 - $31.78 $562,835 - $863,685	-27,177 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$28.52 - $31.66 $28,263 - $31,375	-991 Reduced 3.52%	27,177 $852,000
Q3 2019 Nov 12, 2019	SELL	$29.1 - $29.66 $198,171 - $201,984	-6,810 Reduced 19.47%	28,168 $827,000
Q2 2019 Aug 16, 2019	BUY	N/A	886 Added 2.6%	34,978 $1.04 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-122,430 Reduced 78.22%	34,092 $1.04 Million
Q1 2019 May 16, 2019	BUY	N/A	147,450 Added 1625.33%	156,522 $4.57 Million
Q1 2019 May 15, 2019	SELL	N/A	-141,968 Reduced 93.99%	9,072 $4.57 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-23,727 Reduced 13.58%	151,040 $4 Million
Q3 2018 Nov 13, 2018	BUY	N/A	104,586 Added 149.02%	174,767 $5.38 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-93,339 Reduced 57.08%	70,181 $2.13 Million
Q2 2018 Aug 14, 2018	BUY	N/A	163,520 New	163,520 $4.91 Million

Others Institutions Holding SPDW

# of Institutions

1,161

Shares Held

579M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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Moneta Group Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History