Perfromance Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 5,127 shares of SPDW stock, worth $224,357. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,127
Previous 7,603 32.57%
Holding current value
$224,357
Previous $307,000 28.66%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$39.8 - $42.86 $98,544 - $106,121
-2,476 Reduced 32.57%
5,127 $219,000
Q2 2025

Jul 28, 2025
BUY
$32.66 - $40.75 $248,313 - $309,822
7,603 New
7,603 $307,000

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

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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