Schwallier Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

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 134,527 shares of SPDW stock, worth $5.89 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
134,527
Previous 134,097 0.32%
Holding current value
$5.89 Million
Previous $5.43 Billion 6.02%
% of portfolio
3.59%
Previous 3.32%

Shares

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

Nov 14, 2025
BUY
$39.8 - $42.86 $17,114 - $18,429
430 Added 0.32%
134,527 $5.76 Billion
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

# of Institutions
1,191
Shares Held
608M
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
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email