Seven Springs Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Seven Springs Wealth Group, LLC

$273 Million
Q1 2025

A detailed history of Seven Springs Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 181,030 shares of SPDW stock, worth $7.37 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

181,030

Previous 197,642 8.41%

Holding current value

$7.37 Million

Previous $6.75 Million 2.28%

% of portfolio

2.41%

Previous 2.59%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$33.84 - $37.77 $562,150 - $627,435	-16,612 Reduced 8.41%	181,030 $6.59 Million
Q4 2024 Feb 14, 2025	SELL	$34.13 - $37.35 $998,165 - $1.09 Million	-29,246 Reduced 12.89%	197,642 $6.75 Million
Q3 2024 Nov 14, 2024	SELL	$33.74 - $37.96 $29,218 - $32,873	-866 Reduced 0.38%	226,888 $8.52 Million
Q2 2024 Jul 30, 2024	SELL	$34.2 - $36.64 $108,208 - $115,928	-3,164 Reduced 1.37%	227,754 $7.99 Million
Q1 2024 May 07, 2024	SELL	$32.85 - $35.9 $79,628 - $87,021	-2,424 Reduced 1.04%	230,918 $8.28 Million
Q4 2023 Feb 07, 2024	SELL	$29.46 - $34.07 $119,754 - $138,494	-4,065 Reduced 1.71%	233,342 $7.94 Million
Q3 2023 Nov 08, 2023	SELL	$30.88 - $33.58 $4,817 - $5,238	-156 Reduced 0.07%	237,407 $7.36 Million
Q2 2023 Jul 31, 2023	SELL	$31.7 - $33.66 $253,124 - $268,775	-7,985 Reduced 3.25%	237,563 $7.73 Million
Q1 2023 May 09, 2023	SELL	$29.83 - $32.71 $203,380 - $223,016	-6,818 Reduced 2.7%	245,548 $7.89 Million
Q4 2022 Feb 08, 2023	SELL	$25.7 - $31.02 $140,013 - $168,996	-5,448 Reduced 2.11%	252,366 $7.49 Million
Q3 2022 Oct 21, 2022	SELL	$25.67 - $30.93 $227,538 - $274,163	-8,864 Reduced 3.32%	257,814 $6.65 Million
Q4 2021 Feb 04, 2022	SELL	$35.28 - $37.98 $18,910 - $20,357	-536 Reduced 0.2%	266,678 $9.73 Million
Q3 2021 Oct 21, 2021	SELL	$35.68 - $38.17 $22,085 - $23,627	-619 Reduced 0.23%	267,214 $9.68 Million
Q2 2021 Jul 27, 2021	SELL	$35.87 - $38.34 $10,940 - $11,693	-305 Reduced 0.11%	267,833 $9.85 Million
Q1 2021 May 07, 2021	SELL	$33.6 - $35.9 $21,940 - $23,442	-653 Reduced 0.24%	268,138 $9.48 Million
Q4 2020 Feb 01, 2021	SELL	$28.3 - $34.03 $45,280 - $54,448	-1,600 Reduced 0.59%	268,791 $9.07 Million
Q3 2020 Oct 19, 2020	SELL	$27.73 - $30.19 $109,034 - $118,707	-3,932 Reduced 1.43%	270,391 $7.91 Million
Q2 2020 Aug 03, 2020	SELL	$22.87 - $29.3 $260,900 - $334,254	-11,408 Reduced 3.99%	274,323 $7.58 Million
Q1 2020 Apr 20, 2020	BUY	$20.71 - $31.78 $5.92 Million - $9.08 Million	285,731 New	285,731 $6.84 Million

Others Institutions Holding SPDW

# of Institutions

1,122

Shares Held

570M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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Seven Springs Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History