A detailed history of Schwallier Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 134,097 shares of SPDW stock, worth $5.8 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
134,097
Previous 104,260 28.62%
Holding current value
$5.8 Million
Previous $3.8 Billion 43.03%
% of portfolio
3.32%
Previous 2.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$32.66 - $40.75 $974,476 - $1.22 Million
29,837 Added 28.62%
134,097 $5.43 Billion
Q1 2025

Aug 14, 2025

BUY
$33.84 - $37.77 $3.53 Million - $3.94 Million
104,260 New
104,260 $3.8 Billion

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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