Wealth Advisors Of Iowa, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 2025

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 71,561 shares of SPDW stock, worth $2.85 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

71,561

Previous 350,881 79.61%

Holding current value

$2.85 Million

Previous $12 Billion 78.24%

% of portfolio

1.12%

Previous 6.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$33.84 - $37.77 $9.45 Million - $10.5 Million	-279,320 Reduced 79.61%	71,561 $2.61 Billion
Q4 2024 Feb 11, 2025	BUY	$34.13 - $37.35 $408,024 - $446,519	11,955 Added 3.53%	350,881 $12 Billion
Q3 2024 Nov 12, 2024	BUY	$33.74 - $37.96 $11.4 Million - $12.9 Million	338,926 New	338,926 $12.7 Billion
Q1 2024 May 07, 2024	SELL	$32.85 - $35.9 $87,216 - $95,314	-2,655 Reduced 0.8%	328,791 $11.8 Million
Q4 2023 Feb 08, 2024	SELL	$29.46 - $34.07 $627,969 - $726,236	-21,316 Reduced 6.04%	331,446 $11.3 Million
Q3 2023 Nov 07, 2023	SELL	$30.88 - $33.58 $15 Million - $16.3 Million	-485,981 Reduced 57.94%	352,762 $10.9 Million
Q2 2023 Jul 25, 2023	BUY	$31.7 - $33.66 $7.12 Million - $7.56 Million	224,605 Added 36.57%	838,743 $27.3 Million
Q1 2023 May 09, 2023	BUY	$29.83 - $32.71 $10.3 Million - $11.3 Million	346,473 Added 129.44%	614,138 $19.7 Million
Q4 2022 Feb 10, 2023	BUY	$25.7 - $31.02 $6.88 Million - $8.3 Million	267,665 New	267,665 $7.95 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
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Iowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Iowa, LLC with notifications on news.

Account

Wealth Advisors Of Iowa, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History