Kelly Financial Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025

A detailed history of Kelly Financial Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kelly Financial Services LLC holds 11,992 shares of SPDW stock, worth $524,769. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,992
Previous 9,406 27.49%
Holding current value
$524,769
Previous $402,000 30.35%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Jan 13, 2026
BUY
$42.26 - $44.28 $109,284 - $114,508
2,586 Added 27.49%
11,992 $524,000
Q3 2025

Oct 14, 2025
BUY
$39.8 - $42.86 $104,594 - $112,636
2,628 Added 38.77%
9,406 $402,000
Q2 2025

Jul 17, 2025
SELL
$32.66 - $40.75 $310,759 - $387,736
-9,515 Reduced 58.4%
6,778 $274,000
Q1 2025

Apr 15, 2025
BUY
$33.84 - $37.77 $146,087 - $163,053
4,317 Added 36.05%
16,293 $598,000
Q4 2024

Jan 15, 2025
BUY
$34.13 - $37.35 $408,740 - $447,303
11,976 New
11,976 $408,000
Q3 2024

Oct 08, 2024
SELL
$33.74 - $37.96 $907,167 - $1.02 Million
-26,887 Reduced 58.06%
19,424 $729,000
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $844,500 - $904,751
24,693 Added 114.22%
46,311 $1.62 Million
Q1 2024

Jul 17, 2024
SELL
$32.85 - $35.9 $113,562 - $124,106
-3,457 Reduced 13.79%
21,618 $774,000
Q4 2023

Jul 17, 2024
SELL
$29.46 - $34.07 $33,142 - $38,328
-1,125 Reduced 4.29%
25,075 $853 Million
Q3 2023

Jul 17, 2024
BUY
$30.88 - $33.58 $45,733 - $49,731
1,481 Added 5.99%
26,200 $812 Million
Q2 2023

Jul 17, 2024
SELL
$31.7 - $33.66 $589,461 - $625,907
-18,595 Reduced 42.93%
24,719 $804 Million
Q1 2023

Jul 17, 2024
BUY
$29.83 - $32.71 $222,859 - $244,376
7,471 Added 20.84%
43,314 $1.39 Billion
Q4 2022

Jul 17, 2024
BUY
$25.7 - $31.02 $361,393 - $436,203
14,062 Added 64.56%
35,843 $1.06 Billion
Q3 2022

Jul 17, 2024
SELL
$25.67 - $30.93 $33,602 - $40,487
-1,309 Reduced 5.67%
21,781 $562 Million
Q2 2022

Jul 17, 2024
BUY
$28.57 - $34.74 $298,213 - $362,616
10,438 Added 82.5%
23,090 $666 Million
Q1 2022

Jul 17, 2024
BUY
$31.42 - $36.91 $17,375 - $20,411
553 Added 4.57%
12,652 $434 Million
Q4 2021

Jul 17, 2024
BUY
$35.28 - $37.98 $267,916 - $288,420
7,594 Added 168.57%
12,099 $441 Million
Q3 2021

Jul 17, 2024
SELL
$35.68 - $38.17 $1.18 Million - $1.26 Million
-33,034 Reduced 88.0%
4,505 $163 Million
Q2 2021

Jul 17, 2024
BUY
$35.87 - $38.34 $1.33 Million - $1.42 Million
36,986 Added 6688.25%
37,539 $1.02 Million
Q4 2020

Jul 17, 2024
BUY
$28.3 - $34.03 $141 - $170
5 Added 0.91%
553 $18.7 Million
Q3 2020

Jul 17, 2024
BUY
$27.73 - $30.19 $15,196 - $16,544
548 New
548 $16 Million

Others Institutions Holding SPDW

# of Institutions
1,208
Shares Held
613M
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
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More about SPDW
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