Accurate Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,115 shares of SPDW stock, worth $311,352. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,115
Previous 7,530 5.51%
Holding current value
$311,352
Previous $322,000 3.42%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 13, 2026
SELL
$42.26 - $44.28 $17,537 - $18,376
-415 Reduced 5.51%
7,115 $311,000
Q3 2025

Oct 20, 2025
BUY
$39.8 - $42.86 $52,575 - $56,618
1,321 Added 21.28%
7,530 $322,000
Q2 2025

Jul 15, 2025
BUY
$32.66 - $40.75 $202,785 - $253,016
6,209 New
6,209 $251,000
Q4 2022

Jan 11, 2023
BUY
$25.7 - $31.02 $91,260 - $110,152
3,551 New
3,551 $0

Others Institutions Holding SPDW

# of Institutions
1,191
Shares Held
608M
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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