Wealth Architects, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Architects, LLC

$846 Million
Q1 2025

A detailed history of Wealth Architects, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Architects, LLC holds 7,188 shares of SPDW stock, worth $285,291. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,188

Previous 1,607 347.29%

Holding current value

$285,291

Previous $58,000 350.0%

% of portfolio

0.03%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$33.84 - $37.77 $188,861 - $210,794	5,581 Added 347.29%	7,188 $261,000
Q1 2025 May 12, 2025	SELL	$33.84 - $37.77 $188,861 - $210,794	-5,581 Reduced 77.64%	1,607 $58,000
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $2,209 - $2,555	-75 Reduced 1.03%	7,188 $244,000
Q2 2023 Aug 02, 2023	SELL	$31.7 - $33.66 $2,821 - $2,995	-89 Reduced 1.21%	7,263 $236,000
Q1 2023 Apr 21, 2023	BUY	$29.83 - $32.71 $954 - $1,046	32 Added 0.44%	7,352 $236,000
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $188,124 - $227,066	7,320 New	7,320 $217,000
Q1 2022 May 17, 2022	BUY	$31.42 - $36.91 $232,947 - $273,650	7,414 New	7,414 $254,000

Others Institutions Holding SPDW

# of Institutions

1,086

Shares Held

550M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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Wealth Architects, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History