Cogent Blue Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q4 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 18,856 shares of SPDW stock, worth $825,138. This represents 0.57% of its overall portfolio holdings.

Number of Shares
18,856
Previous 18,853 0.02%
Holding current value
$825,138
Previous $807 Million 3.8%
% of portfolio
0.57%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$42.26 - $44.28 $126 - $132
3 Added 0.02%
18,856 $837 Million
Q3 2025

Oct 15, 2025
SELL
$39.8 - $42.86 $21,611 - $23,272
-543 Reduced 2.8%
18,853 $807 Million
Q2 2025

Jul 16, 2025
SELL
$32.66 - $40.75 $3,265 - $4,075
-100 Reduced 0.51%
19,396 $785 Million
Q4 2024

Jan 31, 2025
BUY
$34.13 - $37.35 $665,398 - $728,175
19,496 New
19,496 $665 Million

Others Institutions Holding SPDW

# of Institutions
1,195
Shares Held
609M
Call Options Held
5.2K
Put Options Held
13K
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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