Journey Strategic Wealth LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,017 shares of SPDW stock, worth $350,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,017
Previous 16,580 51.65%
Holding current value
$350,823
Previous $671,000 48.88%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$39.8 - $42.86 $340,807 - $367,010
-8,563 Reduced 51.65%
8,017 $343,000
Q2 2025

Aug 12, 2025
SELL
$32.66 - $40.75 $98,731 - $123,187
-3,023 Reduced 15.42%
16,580 $671,000
Q1 2025

May 06, 2025
SELL
$33.84 - $37.77 $18,950 - $21,151
-560 Reduced 2.78%
19,603 $713,000
Q4 2024

Jan 24, 2025
SELL
$34.13 - $37.35 $149,523 - $163,630
-4,381 Reduced 17.85%
20,163 $688,000
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $828,114 - $931,690
24,544 New
24,544 $921,000
Q2 2022

Aug 15, 2022
BUY
$28.57 - $34.74 $202,847 - $246,654
7,100 New
7,100 $205,000

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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