Pcg Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Pcg Wealth Advisors, LLC

$194 Million
Q2 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 55,305 shares of SPDW stock, worth $2.4 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

55,305

Previous 54,796 0.93%

Holding current value

$2.4 Million

Previous $2 Million 12.23%

% of portfolio

1.15%

Previous 0.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$32.66 - $40.75 $16,623 - $20,741	509 Added 0.93%	55,305 $2.24 Million
Q1 2025 May 05, 2025	BUY	$33.84 - $37.77 $68,526 - $76,484	2,025 Added 3.84%	54,796 $2 Million
Q4 2024 Jan 21, 2025	BUY	$34.13 - $37.35 $29,078 - $31,822	852 Added 1.64%	52,771 $1.8 Million
Q3 2024 Oct 15, 2024	BUY	$33.74 - $37.96 $22,909 - $25,774	679 Added 1.33%	51,919 $1.95 Million
Q2 2024 Jul 15, 2024	BUY	$34.2 - $36.64 $50,308 - $53,897	1,471 Added 2.96%	51,240 $1.8 Million
Q1 2024 Apr 19, 2024	SELL	$32.85 - $35.9 $16,523 - $18,057	-503 Reduced 1.0%	49,769 $1.78 Million
Q4 2023 Jan 29, 2024	SELL	$29.46 - $34.07 $2,032 - $2,350	-69 Reduced 0.14%	50,272 $1.71 Million
Q3 2023 Oct 19, 2023	BUY	$30.88 - $33.58 $18,373 - $19,980	595 Added 1.2%	50,341 $1.56 Million
Q2 2023 Jul 20, 2023	SELL	$31.7 - $33.66 $334,498 - $355,180	-10,552 Reduced 17.5%	49,746 $1.62 Million
Q1 2023 May 08, 2023	SELL	$29.83 - $32.71 $35,259 - $38,663	-1,182 Reduced 1.92%	60,298 $1.94 Million
Q4 2022 Feb 13, 2023	SELL	$25.7 - $31.02 $1.62 Million - $1.96 Million	-63,190 Reduced 50.69%	61,480 $1.83 Million
Q3 2022 Oct 12, 2022	BUY	$25.67 - $30.93 $1.6 Million - $1.92 Million	62,189 Added 99.53%	124,670 $3.22 Million
Q2 2022 Jul 13, 2022	BUY	$28.57 - $34.74 $16,427 - $19,975	575 Added 0.93%	62,481 $1.8 Million
Q1 2022 Apr 22, 2022	BUY	$31.42 - $36.91 $395,797 - $464,955	12,597 Added 25.55%	61,906 $2.12 Million
Q4 2021 Feb 10, 2022	BUY	$35.28 - $37.98 $1.74 Million - $1.87 Million	49,309 New	49,309 $1.8 Million

Others Institutions Holding SPDW

# of Institutions

1,144

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Account

Pcg Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History