Sfg Wealth Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sfg Wealth Management, Llc.

$194 Million
Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 7,940 shares of SPDW stock, worth $316,091. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,940

Previous 8,953 11.31%

Holding current value

$316,091

Previous $305,000 5.25%

% of portfolio

0.15%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$33.84 - $37.77 $34,279 - $38,261	-1,013 Reduced 11.31%	7,940 $289,000
Q4 2024 Jan 16, 2025	BUY	$34.13 - $37.35 $26,314 - $28,796	771 Added 9.42%	8,953 $305,000
Q3 2024 Oct 31, 2024	SELL	$33.74 - $37.96 $20,446 - $23,003	-606 Reduced 6.9%	8,182 $307,000
Q2 2024 Jul 19, 2024	SELL	$34.2 - $36.64 $1,744 - $1,868	-51 Reduced 0.58%	8,788 $308,000
Q1 2024 Apr 26, 2024	SELL	$32.85 - $35.9 $54,235 - $59,270	-1,651 Reduced 15.74%	8,839 $316,000
Q4 2023 Jan 19, 2024	SELL	$29.46 - $34.07 $12,225 - $14,139	-415 Reduced 3.81%	10,490 $356,000
Q3 2023 Oct 19, 2023	SELL	$30.88 - $33.58 $102,212 - $111,149	-3,310 Reduced 23.29%	10,905 $338,000
Q2 2023 Jul 14, 2023	SELL	$31.7 - $33.66 $48,057 - $51,028	-1,516 Reduced 9.64%	14,215 $462,000
Q1 2023 Apr 11, 2023	SELL	$29.83 - $32.71 $125,166 - $137,251	-4,196 Reduced 21.06%	15,731 $505,000
Q4 2022 Jan 31, 2023	SELL	$25.7 - $31.02 $2.15 Million - $2.6 Million	-83,696 Reduced 80.77%	19,927 $591,000
Q3 2022 Oct 12, 2022	BUY	$25.67 - $30.93 $124,525 - $150,041	4,851 Added 4.91%	103,623 $2.67 Million
Q2 2022 Jul 13, 2022	BUY	$28.57 - $34.74 $350,068 - $425,669	12,253 Added 14.16%	98,772 $2.85 Million
Q1 2022 Apr 22, 2022	BUY	$31.42 - $36.91 $1.41 Million - $1.65 Million	44,763 Added 107.2%	86,519 $2.97 Million
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $1.47 Million - $1.59 Million	41,756 New	41,756 $1.52 Million

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Sfg Wealth Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History