Capital Advisory Group Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Capital Advisory Group Advisory Services, LLC

  • $315 Million
  • Q3 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 8,275 shares of SPDW stock, worth $362,114. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,275
Previous 6,275 31.87%
Holding current value
$362,114
Previous $254,000 39.37%
% of portfolio
0.11%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$39.8 - $42.86 $79,600 - $85,720
2,000 Added 31.87%
8,275 $354,000
Q2 2025

Jul 10, 2025
BUY
$32.66 - $40.75 $204,941 - $255,706
6,275 New
6,275 $254,000
Q2 2022

Aug 12, 2022
SELL
$28.57 - $34.74 $34,998 - $42,556
-1,225 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$31.42 - $36.91 $38,489 - $45,214
1,225 New
1,225 $42,000
Q4 2021

Feb 15, 2022
SELL
$35.28 - $37.98 $43,218 - $46,525
-1,225 Closed
0 $0
Q3 2021

Nov 12, 2021
SELL
$35.68 - $38.17 $7,136 - $7,634
-200 Reduced 14.04%
1,225 $44,000
Q1 2021

May 14, 2021
SELL
$33.6 - $35.9 $6,720 - $7,180
-200 Reduced 12.31%
1,425 $50,000
Q1 2020

May 18, 2020
SELL
$20.71 - $31.78 $25,680 - $39,407
-1,240 Reduced 43.28%
1,625 $38,000
Q4 2019

Feb 14, 2020
SELL
$28.52 - $31.66 $114,507 - $127,114
-4,015 Reduced 58.36%
2,865 $91,000
Q1 2019

May 28, 2020
SELL
N/A
-300 Reduced 4.18%
6,880 $202,000
Q3 2018

May 28, 2020
BUY
N/A
1,500 Added 26.41%
7,180 $221,000
Q2 2018

May 28, 2020
BUY
N/A
700 Added 14.06%
5,680 $174,000
Q1 2018

May 28, 2020
BUY
N/A
4,980 New
4,980 $158,000

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

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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