Montis Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Montis Financial, LLC holds 128,102 shares of SPDW stock, worth $5.61 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

128,102

Previous 54,723 134.09%

Holding current value

$5.61 Million

Previous $2.22 Million 147.45%

% of portfolio

1.28%

Previous 0.62%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$39.8 - $42.86 $2.92 Million - $3.15 Million	73,379 Added 134.09%	128,102 $5.48 Million
Q2 2025 Jul 17, 2025	BUY	$32.66 - $40.75 $24,690 - $30,807	756 Added 1.4%	54,723 $2.22 Million
Q1 2025 May 02, 2025	SELL	$33.84 - $37.77 $30,388 - $33,917	-898 Reduced 1.64%	53,967 $1.96 Million
Q4 2024 Feb 10, 2025	SELL	$34.13 - $37.35 $4,846 - $5,303	-142 Reduced 0.26%	54,865 $1.87 Million
Q3 2024 Oct 10, 2024	BUY	$33.74 - $37.96 $1.86 Million - $2.09 Million	55,007 New	55,007 $2.07 Million

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
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Montis Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History