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

Prevail Innovative Wealth Advisors, LLC

$446 Billion
Q2 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 21,598 shares of SPDW stock, worth $912,731. This represents 0.2% of its overall portfolio holdings.

Number of Shares

21,598

Previous 17,345 24.52%

Holding current value

$912,731

Previous $632 Million 38.48%

% of portfolio

0.2%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,148

Shares Held

576M

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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

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