Schneider Downs Wealth Management Advisors, LP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 1,678,854 shares of SPDW stock, worth $73.2 Million. This represents 10.47% of its overall portfolio holdings.

Number of Shares

1,678,854

Previous 1,576,264 6.51%

Holding current value

$73.2 Million

Previous $57.4 Million 18.44%

% of portfolio

10.47%

Previous 10.7%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$32.66 - $40.75 $3.35 Million - $4.18 Million	102,590 Added 6.51%	1,678,854 $68 Million
Q1 2025 May 13, 2025	BUY	$33.84 - $37.77 $3.69 Million - $4.12 Million	109,102 Added 7.44%	1,576,264 $57.4 Million
Q4 2024 Feb 04, 2025	BUY	$34.13 - $37.35 $3.73 Million - $4.08 Million	109,349 Added 8.05%	1,467,162 $50.1 Million
Q3 2024 Nov 06, 2024	BUY	$33.74 - $37.96 $1.58 Million - $1.77 Million	46,732 Added 3.56%	1,357,813 $51 Million
Q2 2024 Aug 07, 2024	BUY	$34.2 - $36.64 $1.16 Million - $1.24 Million	33,821 Added 2.65%	1,311,081 $46 Million
Q1 2024 May 08, 2024	BUY	$32.85 - $35.9 $3.45 Million - $3.77 Million	104,918 Added 8.95%	1,277,260 $45.8 Million
Q4 2023 Feb 09, 2024	BUY	$29.46 - $34.07 $4.49 Million - $5.19 Million	152,269 Added 14.93%	1,172,342 $39.9 Million
Q3 2023 Nov 06, 2023	BUY	$30.88 - $33.58 $6.17 Million - $6.71 Million	199,924 Added 24.38%	1,020,073 $31.6 Million
Q2 2023 Jul 31, 2023	BUY	$31.7 - $33.66 $5.27 Million - $5.59 Million	166,196 Added 25.41%	820,149 $26.7 Million
Q1 2023 May 04, 2023	BUY	$29.83 - $32.71 $1.35 Million - $1.48 Million	45,157 Added 7.42%	653,953 $21 Million
Q4 2022 Feb 01, 2023	BUY	$25.7 - $31.02 $8.45 Million - $10.2 Million	328,961 Added 117.56%	608,796 $18.1 Million
Q3 2022 Oct 26, 2022	SELL	$25.67 - $30.93 $1.19 Million - $1.43 Million	-46,281 Reduced 14.19%	279,835 $7.22 Million
Q2 2022 Jul 13, 2022	BUY	$28.57 - $34.74 $3.51 Million - $4.27 Million	122,821 Added 60.42%	326,116 $9.41 Million
Q1 2022 May 02, 2022	BUY	$31.42 - $36.91 $977,727 - $1.15 Million	31,118 Added 18.07%	203,295 $6.97 Million
Q4 2021 Jan 31, 2022	BUY	$35.28 - $37.98 $632,429 - $680,829	17,926 Added 11.62%	172,177 $6.28 Million
Q3 2021 Oct 14, 2021	BUY	$35.68 - $38.17 $178,221 - $190,659	4,995 Added 3.35%	154,251 $5.59 Million
Q2 2021 Jul 20, 2021	BUY	$35.87 - $38.34 $297,398 - $317,876	8,291 Added 5.88%	149,256 $5.49 Million
Q1 2021 Apr 26, 2021	BUY	$33.6 - $35.9 $179,524 - $191,813	5,343 Added 3.94%	140,965 $4.99 Million
Q4 2020 Jan 21, 2021	BUY	$28.3 - $34.03 $5,971 - $7,180	211 Added 0.16%	135,622 $4.58 Million
Q3 2020 Oct 14, 2020	SELL	$27.73 - $30.19 $416,615 - $453,574	-15,024 Reduced 9.99%	135,411 $3.96 Million
Q2 2020 Jul 15, 2020	SELL	$22.87 - $29.3 $14.7 Million - $18.8 Million	-642,846 Reduced 81.04%	150,435 $4.16 Million
Q1 2020 Apr 21, 2020	BUY	$20.71 - $31.78 $16.4 Million - $25.2 Million	793,281 New	793,281 $19 Million

Others Institutions Holding SPDW

# of Institutions

1,148

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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Schneider Downs Wealth Management Advisors, LP Spdr Ser Tr Fds Spdr Portfolio Transaction History