Sanchez Wealth Management Group Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sanchez Wealth Management Group

$417 Million
Q3 2025

A detailed history of Sanchez Wealth Management Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 194,248 shares of SPDW stock, worth $8.5 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

194,248

Previous 191,061 1.67%

Holding current value

$8.5 Million

Previous $7.74 Million 7.43%

% of portfolio

1.99%

Previous 2.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$39.8 - $42.86 $126,842 - $136,594	3,187 Added 1.67%	194,248 $8.31 Million
Q2 2025 Aug 07, 2025	BUY	$32.66 - $40.75 $211,832 - $264,304	6,486 Added 3.51%	191,061 $7.74 Million
Q1 2025 Apr 16, 2025	BUY	$33.84 - $37.77 $273,190 - $304,917	8,073 Added 4.57%	184,575 $6.78 Million
Q4 2024 Jan 28, 2025	SELL	$34.13 - $37.35 $2.58 Million - $2.82 Million	-75,596 Reduced 29.99%	176,502 $6.02 Million
Q3 2024 Nov 05, 2024	SELL	$33.74 - $37.96 $1.52 Million - $1.71 Million	-45,096 Reduced 15.17%	252,098 $9.47 Million

Q2 2024 Jul 17, 2024	BUY	$34.2 - $36.64 $2.78 Million - $2.97 Million	81,143 Added 37.56%	297,194 $10.4 Million
Q1 2024 May 07, 2024	BUY	$32.85 - $35.9 $269,829 - $294,882	8,214 Added 3.95%	216,051 $7.74 Million
Q4 2023 Jan 16, 2024	BUY	$29.46 - $34.07 $6.12 Million - $7.08 Million	207,837 New	207,837 $7.07 Million

Others Institutions Holding SPDW

# of Institutions

1,192

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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Sanchez Wealth Management Group Spdr Ser Tr Fds Spdr Portfolio Transaction History