Wealthspire Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,536 shares of SPDW stock, worth $241,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,536
Previous 8,320 33.46%
Holding current value
$241,258
Previous $302,000 25.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
SELL
$32.66 - $40.75 $90,925 - $113,448
-2,784 Reduced 33.46%
5,536 $224,000
Q1 2025

May 09, 2025
BUY
$33.84 - $37.77 $26,530 - $29,611
784 Added 10.4%
8,320 $302,000
Q4 2024

Feb 03, 2025
BUY
$34.13 - $37.35 $66,348 - $72,608
1,944 Added 34.76%
7,536 $257,000
Q3 2024

Nov 13, 2024
BUY
$33.74 - $37.96 $188,674 - $212,272
5,592 New
5,592 $210,000

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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