Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Us Advisors Wealth Management, LLC

$287 Million
Q1 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 36,543 shares of SPDW stock, worth $1.45 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

36,543

Previous 51,759 29.4%

Holding current value

$1.45 Million

Previous $1.77 Million 24.69%

% of portfolio

0.46%

Previous 0.57%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$33.84 - $37.77 $514,909 - $574,708	-15,216 Reduced 29.4%	36,543 $1.33 Million
Q4 2024 Jan 23, 2025	SELL	$34.13 - $37.35 $32,321 - $35,370	-947 Reduced 1.8%	51,759 $1.77 Million
Q3 2024 Nov 07, 2024	SELL	$33.74 - $37.96 $424,921 - $478,068	-12,594 Reduced 19.29%	52,706 $1.99 Million
Q2 2024 Aug 06, 2024	SELL	$34.2 - $36.64 $790,327 - $846,713	-23,109 Reduced 26.14%	65,300 $2.29 Million
Q1 2024 May 02, 2024	BUY	$32.85 - $35.9 $139,054 - $151,964	4,233 Added 5.03%	88,409 $3.17 Million
Q4 2023 Feb 12, 2024	SELL	$29.46 - $34.07 $3.17 Million - $3.67 Million	-107,621 Reduced 56.11%	84,176 $2.86 Million
Q3 2023 Nov 09, 2023	SELL	$30.88 - $33.58 $103,540 - $112,593	-3,353 Reduced 1.72%	191,797 $5.95 Million
Q2 2023 Aug 01, 2023	BUY	$31.7 - $33.66 $180,943 - $192,131	5,708 Added 3.01%	195,150 $6.37 Million
Q1 2023 Apr 13, 2023	SELL	$29.83 - $32.71 $742,975 - $814,707	-24,907 Reduced 11.62%	189,442 $6.09 Million
Q4 2022 Feb 10, 2023	BUY	$25.7 - $31.02 $36,776 - $44,389	1,431 Added 0.67%	214,349 $6.36 Million
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $12,013 - $14,475	-468 Reduced 0.22%	212,918 $5.49 Million
Q2 2022 Aug 12, 2022	BUY	$28.57 - $34.74 $369,295 - $449,049	12,926 Added 6.45%	213,386 $6.15 Million
Q1 2022 Jun 08, 2022	SELL	$31.42 - $36.91 $11,311 - $13,287	-360 Reduced 0.18%	200,460 $6.87 Million
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $648,799 - $698,452	18,390 Added 10.08%	200,820 $7.33 Million
Q3 2021 Nov 03, 2021	BUY	$35.68 - $38.17 $517,538 - $553,655	14,505 Added 8.64%	182,430 $6.61 Million
Q2 2021 Aug 09, 2021	BUY	$35.87 - $38.34 $1.01 Million - $1.08 Million	28,277 Added 20.25%	167,925 $6.18 Million
Q1 2021 May 11, 2021	BUY	$33.6 - $35.9 $2.09 Million - $2.23 Million	62,072 Added 80.01%	139,648 $4.94 Million
Q4 2020 Feb 11, 2021	BUY	$28.3 - $34.03 $2.2 Million - $2.64 Million	77,576 New	77,576 $2.62 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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Us Advisors Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History