Founders Financial Alliance, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Founders Financial Alliance, LLC

$481 Million
Q3 2025

A detailed history of Founders Financial Alliance, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 3,837 shares of SPDW stock, worth $167,907. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,837

Previous 3,249 18.1%

Holding current value

$167,907

Previous $131,000 25.19%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$39.8 - $42.86 $23,402 - $25,201	588 Added 18.1%	3,837 $164,000
Q2 2025 Aug 12, 2025	BUY	$32.66 - $40.75 $1,894 - $2,363	58 Added 1.82%	3,249 $131,000
Q1 2025 May 12, 2025	BUY	$33.84 - $37.77 $1,218 - $1,359	36 Added 1.14%	3,191 $116,000
Q4 2024 Feb 07, 2025	BUY	$34.13 - $37.35 $15,153 - $16,583	444 Added 16.38%	3,155 $107,000
Q2 2024 Aug 23, 2024	BUY	$34.2 - $36.64 $68 - $73	2 Added 0.07%	2,711 $95,000

Q1 2024 May 14, 2024	BUY	$32.85 - $35.9 $4,894 - $5,349	149 Added 5.82%	2,709 $97,000
Q4 2023 Feb 09, 2024	BUY	$29.46 - $34.07 $29 - $34	1 Added 0.04%	2,560 $87,000
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $79,021 - $85,931	2,559 New	2,559 $79,000

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

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History