Oakwell Private Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Oakwell Private Wealth Management, LLC

$484 Million
Q3 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 6,124 shares of SPDW stock, worth $267,986. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,124

Previous 6,124 -0.0%

Holding current value

$267,986

Previous $247,000 6.07%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$32.66 - $40.75 $200,009 - $249,553	6,124 New	6,124 $247,000
Q3 2022 Oct 27, 2022	BUY	$25.67 - $30.93 $30,829 - $37,146	1,201 Added 9.11%	14,388 $371,000
Q2 2022 Aug 03, 2022	SELL	$28.57 - $34.74 $214,332 - $260,619	-7,502 Reduced 36.26%	13,187 $380,000
Q4 2021 Jan 21, 2022	SELL	$35.28 - $37.98 $4,656 - $5,013	-132 Reduced 0.63%	20,689 $755,000
Q3 2021 Oct 14, 2021	SELL	$35.68 - $38.17 $325,009 - $347,690	-9,109 Reduced 30.43%	20,821 $754,000

Q2 2021 Jul 29, 2021	SELL	$35.87 - $38.34 $53,589 - $57,279	-1,494 Reduced 4.75%	29,930 $1.1 Million
Q1 2021 Apr 21, 2021	SELL	$33.6 - $35.9 $6,417 - $6,856	-191 Reduced 0.6%	31,424 $1.11 Million
Q4 2020 Feb 10, 2021	BUY	$28.3 - $34.03 $894,704 - $1.08 Million	31,615 New	31,615 $1.07 Million

Others Institutions Holding SPDW

# of Institutions

1,191

Shares Held

608M

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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Oakwell Private Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History