Morton Brown Family Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 7,166 shares of SPDW stock, worth $313,584. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,166
Previous 7,166 -0.0%
Holding current value
$313,584
Previous $290,000 5.52%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 24, 2025
BUY
$32.66 - $40.75 $10,320 - $12,877
316 Added 4.61%
7,166 $290,000
Q1 2025

Apr 25, 2025
SELL
$33.84 - $37.77 $18,848 - $21,037
-557 Reduced 7.52%
6,850 $249,000
Q4 2024

Jan 31, 2025
BUY
$34.13 - $37.35 $252,800 - $276,651
7,407 New
7,407 $252,000
Q1 2023

Apr 25, 2023
BUY
$29.83 - $32.71 $13,781 - $15,112
462 New
462 $14,000

Others Institutions Holding SPDW

# of Institutions
1,200
Shares Held
610M
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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