Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Advyzon Investment Management, LLC

$583 Billion
Q3 2025

A detailed history of Advyzon Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 342,208 shares of SPDW stock, worth $15 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

342,208

Previous 323,305 5.85%

Holding current value

$15 Million

Previous $13.1 Billion 11.86%

% of portfolio

2.51%

Previous 2.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$39.8 - $42.86 $752,339 - $810,182	18,903 Added 5.85%	342,208 $14.6 Billion
Q2 2025 Aug 07, 2025	SELL	$32.66 - $40.75 $357,529 - $446,090	-10,947 Reduced 3.28%	323,305 $13.1 Billion
Q1 2025 May 09, 2025	SELL	$33.84 - $37.77 $503,606 - $562,093	-14,882 Reduced 4.26%	334,252 $12.2 Billion
Q4 2024 Feb 03, 2025	BUY	$34.13 - $37.35 $11.9 Million - $13 Million	349,134 New	349,134 $11.9 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
Sector ETFs
Industry ETFs

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Advyzon Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History