Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Portside Wealth Group, LLC

$726 Billion
Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 330,631 shares of SPDW stock, worth $14.5 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

330,631

Previous 297,392 11.18%

Holding current value

$14.5 Million

Previous $12 Billion 17.49%

% of portfolio

1.95%

Previous 1.78%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$39.8 - $42.86 $1.32 Million - $1.42 Million	33,239 Added 11.18%	330,631 $14.1 Billion
Q2 2025 Aug 11, 2025	BUY	$32.66 - $40.75 $406,029 - $506,604	12,432 Added 4.36%	297,392 $12 Billion
Q1 2025 Apr 14, 2025	BUY	$33.84 - $37.77 $613,451 - $684,694	18,128 Added 6.79%	284,960 $10.4 Billion
Q1 2025 Apr 10, 2025	BUY	$33.84 - $37.77 $1.05 Million - $1.17 Million	31,042 Added 13.11%	267,774 $9.14 Billion
Q4 2024 Apr 14, 2025	SELL	$34.13 - $37.35 $32,150 - $35,183	-942 Reduced 0.35%	266,832 $9.11 Billion

Q4 2024 Jan 15, 2025	SELL	$34.13 - $37.35 $141,366 - $154,703	-4,142 Reduced 1.72%	236,732 $8.89 Billion
Q3 2024 Oct 31, 2024	BUY	$33.74 - $37.96 $864,520 - $972,649	25,623 Added 11.9%	240,874 $9.05 Billion
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $321,958 - $344,928	9,414 Added 4.57%	215,251 $7.55 Billion
Q1 2024 Apr 17, 2024	BUY	$32.85 - $35.9 $277,254 - $302,996	8,440 Added 4.28%	205,837 $7.38 Billion
Q4 2023 Jan 16, 2024	BUY	$29.46 - $34.07 $189,309 - $218,933	6,426 Added 3.36%	197,397 $6.71 Billion
Q3 2023 Oct 27, 2023	BUY	$30.88 - $33.58 $243,488 - $264,778	7,885 Added 4.31%	190,971 $5.92 Billion
Q2 2023 Sep 01, 2023	SELL	$31.7 - $33.66 $273 Million - $290 Million	-8,621,938 Reduced 97.92%	183,086 $5.96 Billion
Q2 2023 Aug 01, 2023	BUY	$31.7 - $33.66 $279 Million - $296 Million	8,805,024 New	8,805,024 $287 Million

Others Institutions Holding SPDW

# of Institutions

1,191

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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Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History