Prevail Innovative Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 20,748 shares of SPDW stock, worth $907,932. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,748
Previous 21,598 3.94%
Holding current value
$907,932
Previous $875 Million 1.52%
% of portfolio
0.17%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$39.8 - $42.86 $33,830 - $36,431
-850 Reduced 3.94%
20,748 $888 Million
Q2 2025

Aug 14, 2025
BUY
$32.66 - $40.75 $138,902 - $173,309
4,253 Added 24.52%
21,598 $875 Million
Q1 2025

May 02, 2025
SELL
$33.84 - $37.77 $10,659 - $11,897
-315 Reduced 1.78%
17,345 $632 Million
Q4 2024

Feb 12, 2025
BUY
$34.13 - $37.35 $144,472 - $158,102
4,233 Added 31.53%
17,660 $603 Million
Q3 2024

Nov 13, 2024
BUY
$33.74 - $37.96 $11,741 - $13,210
348 Added 2.66%
13,427 $504 Million
Q2 2024

Aug 08, 2024
BUY
$34.2 - $36.64 $53,967 - $57,817
1,578 Added 13.72%
13,079 $459 Million
Q1 2024

May 09, 2024
BUY
$32.85 - $35.9 $126,045 - $137,748
3,837 Added 50.07%
11,501 $412 Million
Q4 2023

Feb 13, 2024
BUY
$29.46 - $34.07 $225,781 - $261,112
7,664 New
7,664 $261 Million

Others Institutions Holding SPDW

# of Institutions
1,193
Shares Held
609M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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