Lbmc Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Lbmc Investment Advisors, LLC

  • $1.53 Billion
  • Q3 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 117,593 shares of SPDW stock, worth $5.15 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
117,593
Previous 117,593 -0.0%
Holding current value
$5.15 Million
Previous $4.76 Million 5.67%
% of portfolio
0.33%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$32.66 - $40.75 $405,800 - $506,318
12,425 Added 11.81%
117,593 $4.76 Million
Q1 2025

Apr 09, 2025
SELL
$33.84 - $37.77 $69,879 - $77,995
-2,065 Reduced 1.93%
105,168 $3.86 Million
Q4 2024

Jan 16, 2025
BUY
$34.13 - $37.35 $50,102 - $54,829
1,468 Added 1.39%
107,233 $3.66 Million
Q3 2024

Oct 08, 2024
SELL
$33.74 - $37.96 $68,323 - $76,869
-2,025 Reduced 1.88%
105,765 $3.97 Million
Q2 2024

Jul 11, 2024
BUY
$34.2 - $36.64 $40,390 - $43,271
1,181 Added 1.11%
107,790 $3.78 Million
Q1 2024

Apr 12, 2024
BUY
$32.85 - $35.9 $1.51 Million - $1.65 Million
45,952 Added 75.76%
106,609 $3.82 Million
Q4 2023

Jan 16, 2024
BUY
$29.46 - $34.07 $897,881 - $1.04 Million
30,478 Added 100.99%
60,657 $2.06 Million
Q2 2023

Jul 17, 2023
BUY
$31.7 - $33.66 $150,606 - $159,918
4,751 Added 18.68%
30,179 $982,000
Q4 2022

Jan 10, 2023
BUY
$25.7 - $31.02 $7,401 - $8,933
288 Added 1.15%
25,428 $0
Q3 2022

Oct 07, 2022
BUY
$25.67 - $30.93 $645,343 - $777,580
25,140 New
25,140 $649,000

Others Institutions Holding SPDW

# of Institutions
1,193
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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