Sanchez Wealth Management Group Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sanchez Wealth Management Group

$341 Million
Q1 2025

A detailed history of Sanchez Wealth Management Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 184,575 shares of SPDW stock, worth $7.35 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

184,575

Previous 176,502 4.57%

Holding current value

$7.35 Million

Previous $6.02 Million 12.53%

% of portfolio

1.99%

Previous 1.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$33.84 - $37.77 $273,190 - $304,917	8,073 Added 4.57%	184,575 $6.78 Million
Q4 2024 Jan 28, 2025	SELL	$34.13 - $37.35 $2.58 Million - $2.82 Million	-75,596 Reduced 29.99%	176,502 $6.02 Million
Q3 2024 Nov 05, 2024	SELL	$33.74 - $37.96 $1.52 Million - $1.71 Million	-45,096 Reduced 15.17%	252,098 $9.47 Million
Q2 2024 Jul 17, 2024	BUY	$34.2 - $36.64 $2.78 Million - $2.97 Million	81,143 Added 37.56%	297,194 $10.4 Million
Q1 2024 May 07, 2024	BUY	$32.85 - $35.9 $269,829 - $294,882	8,214 Added 3.95%	216,051 $7.74 Million
Q4 2023 Jan 16, 2024	BUY	$29.46 - $34.07 $6.12 Million - $7.08 Million	207,837 New	207,837 $7.07 Million

Others Institutions Holding SPDW

# of Institutions

1,088

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

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 Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.

Account

Sanchez Wealth Management Group Spdr Ser Tr Fds Spdr Portfolio Transaction History