Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Higgins & Schmidt Wealth Strategies LLC

$198 Billion
Q3 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 661,477 shares of SPDW stock, worth $28.9 Million. This represents 14.3% of its overall portfolio holdings.

Number of Shares

661,477

Previous 661,727 0.04%

Holding current value

$28.9 Million

Previous $26.8 Billion 5.64%

% of portfolio

14.3%

Previous 14.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$39.8 - $42.86 $9,950 - $10,715	-250 Reduced 0.04%	661,477 $28.3 Billion
Q2 2025 Jul 03, 2025	SELL	$32.66 - $40.75 $1.38 Million - $1.72 Million	-42,310 Reduced 6.01%	661,727 $26.8 Billion
Q1 2025 Apr 21, 2025	BUY	$33.84 - $37.77 $353,357 - $394,394	10,442 Added 1.51%	704,037 $25.6 Billion
Q4 2024 Mar 25, 2025	SELL	$34.13 - $37.35 $504,407 - $551,995	-14,779 Reduced 2.09%	693,595 $23.7 Billion
Q3 2024 Mar 25, 2025	BUY	$33.74 - $37.96 $1.53 Million - $1.72 Million	45,410 Added 6.85%	708,374 $26.6 Billion

Q2 2024 Mar 25, 2025	BUY	$34.2 - $36.64 $505,441 - $541,502	14,779 Added 2.28%	662,964 $23.3 Billion
Q1 2024 Mar 25, 2025	BUY	$32.85 - $35.9 $795,856 - $869,749	24,227 Added 3.88%	648,185 $23.2 Billion
Q4 2023 Mar 25, 2025	BUY	$29.46 - $34.07 $18.4 Million - $21.3 Million	623,958 New	623,958 $21.2 Billion

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Higgins & Schmidt Wealth Strategies LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History