Valued Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 422 shares of SPDW stock, worth $18,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares
422
Previous 247 70.85%
Holding current value
$18,390
Previous $8.99 Million 89.98%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$32.66 - $40.75 $5,715 - $7,131
175 Added 70.85%
422 $17.1 Million
Q1 2025

May 01, 2025
SELL
$33.84 - $37.77 $16,750 - $18,696
-495 Reduced 66.71%
247 $8.99 Million
Q4 2024

Jan 22, 2025
BUY
$34.13 - $37.35 $25,324 - $27,713
742 New
742 $25.3 Million

Others Institutions Holding SPDW

# of Institutions
1,148
Shares Held
575M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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