Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sheets Smith Wealth Management holds 139,552 shares of SPDW stock, worth $5.56 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

139,552

Previous 129,888 7.44%

Holding current value

$5.56 Million

Previous $4.43 Million 14.62%

% of portfolio

0.64%

Previous 0.55%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$33.84 - $37.77 $327,029 - $365,009	9,664 Added 7.44%	139,552 $5.08 Million
Q4 2024 Jan 17, 2025	SELL	$34.13 - $37.35 $72,696 - $79,555	-2,130 Reduced 1.61%	129,888 $4.43 Million
Q3 2024 Nov 01, 2024	SELL	$33.74 - $37.96 $1,180 - $1,328	-35 Reduced 0.03%	132,018 $4.96 Million
Q2 2024 Jul 30, 2024	BUY	$34.2 - $36.64 $166,656 - $178,546	4,873 Added 3.83%	132,053 $4.63 Million
Q1 2024 May 08, 2024	SELL	$32.85 - $35.9 $65 - $71	-2 Reduced -0.0%	127,180 $4.56 Million
Q4 2023 Feb 06, 2024	SELL	$29.46 - $34.07 $34,733 - $40,168	-1,179 Reduced 0.92%	127,182 $4.33 Million
Q3 2023 Oct 23, 2023	BUY	$30.88 - $33.58 $99,279 - $107,959	3,215 Added 2.57%	128,361 $3.98 Million
Q2 2023 Aug 09, 2023	SELL	$31.7 - $33.66 $28,086 - $29,822	-886 Reduced 0.7%	125,146 $4.07 Million
Q1 2023 May 26, 2023	BUY	$29.83 - $32.71 $3.76 Million - $4.12 Million	126,000 Added 393750.0%	126,032 $4.05 Million
Q1 2023 May 12, 2023	SELL	$29.83 - $32.71 $3.75 Million - $4.11 Million	-125,758 Reduced 99.97%	32 $1,000
Q4 2022 Mar 08, 2023	BUY	$25.7 - $31.02 $121,278 - $146,383	4,719 Added 3.9%	125,790 $3.73 Million
Q3 2022 Nov 01, 2022	BUY	$25.67 - $30.93 $35,475 - $42,745	1,382 Added 1.15%	121,071 $3.12 Million
Q2 2022 Jul 27, 2022	BUY	$28.57 - $34.74 $1.97 Million - $2.39 Million	68,827 Added 135.32%	119,689 $3.45 Million
Q1 2022 May 02, 2022	BUY	$31.42 - $36.91 $718,795 - $844,390	22,877 Added 81.75%	50,862 $1.74 Million
Q4 2021 Jan 20, 2022	SELL	$35.28 - $37.98 $44,946 - $48,386	-1,274 Reduced 4.35%	27,985 $1.02 Million
Q3 2021 Oct 15, 2021	BUY	$35.68 - $38.17 $535 - $572	15 Added 0.05%	29,259 $1.06 Million
Q2 2021 Aug 03, 2021	SELL	$35.87 - $38.34 $14,850 - $15,872	-414 Reduced 1.4%	29,244 $1.08 Million
Q1 2021 Apr 23, 2021	BUY	$33.6 - $35.9 $27,820 - $29,725	828 Added 2.87%	29,658 $1.05 Million
Q4 2020 Jan 13, 2021	BUY	$28.3 - $34.03 $169 - $204	6 Added 0.02%	28,830 $973,000
Q3 2020 Oct 26, 2020	BUY	$27.73 - $30.19 $998 - $1,086	36 Added 0.13%	28,824 $843,000
Q2 2020 Jul 17, 2020	BUY	$22.87 - $29.3 $184,995 - $237,007	8,089 Added 39.08%	28,788 $795,000
Q1 2020 Apr 28, 2020	SELL	$20.71 - $31.78 $365,365 - $560,662	-17,642 Reduced 46.01%	20,699 $496,000
Q4 2019 Jan 24, 2020	BUY	$28.52 - $31.66 $146,022 - $162,099	5,120 Added 15.41%	38,341 $1.2 Million
Q3 2019 Oct 28, 2019	BUY	$29.1 - $29.66 $455,560 - $464,327	15,655 Added 89.12%	33,221 $975,000
Q2 2019 Jul 12, 2019	BUY	N/A	2,550 Added 16.98%	17,566 $520,000
Q1 2019 May 13, 2019	SELL	N/A	-416 Reduced 2.7%	15,016 $439,000
Q4 2018 Jan 11, 2019	SELL	N/A	-20,940 Reduced 57.57%	15,432 $408,000
Q3 2018 Oct 15, 2018	BUY	N/A	4,228 Added 13.15%	36,372 $1.12 Million
Q2 2018 Jul 26, 2018	BUY	N/A	23,533 Added 273.29%	32,144 $977,000
Q1 2018 Apr 09, 2018	BUY	N/A	100 Added 1.17%	8,611 $271,000
Q4 2017 Jan 12, 2018	BUY	N/A	2 Added 0.02%	8,511 $270,000
Q3 2017 Oct 12, 2017	BUY	N/A	8,509	8,509 $261,000

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

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About SPDR SER TR FDS SPDR PORTFOLIO

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Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History