Sheets Smith Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sheets Smith Wealth Management

  • $879 Million
  • Q4 2025

A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sheets Smith Wealth Management holds 143,229 shares of SPDW stock, worth $6.27 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
143,229
Previous 142,113 0.79%
Holding current value
$6.27 Million
Previous $6.08 Million 3.06%
% of portfolio
0.71%
Previous 0.71%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$42.26 - $44.28 $47,162 - $49,416
1,116 Added 0.79%
143,229 $6.27 Million
Q3 2025

Oct 16, 2025
SELL
$39.8 - $42.86 $407,273 - $438,586
-10,233 Reduced 6.72%
142,113 $6.08 Million
Q2 2025

Jul 15, 2025
BUY
$32.66 - $40.75 $417,852 - $521,355
12,794 Added 9.17%
152,346 $6.17 Million
Q1 2025

Apr 23, 2025
BUY
$33.84 - $37.77 $327,029 - $365,009
9,664 Added 7.44%
139,552 $5.08 Million
Q4 2024

Jan 17, 2025
SELL
$34.13 - $37.35 $72,696 - $79,555
-2,130 Reduced 1.61%
129,888 $4.43 Million
Q3 2024

Nov 01, 2024
SELL
$33.74 - $37.96 $1,180 - $1,328
-35 Reduced 0.03%
132,018 $4.96 Million
Q2 2024

Jul 30, 2024
BUY
$34.2 - $36.64 $166,656 - $178,546
4,873 Added 3.83%
132,053 $4.63 Million
Q1 2024

May 08, 2024
SELL
$32.85 - $35.9 $65 - $71
-2 Reduced -0.0%
127,180 $4.56 Million
Q4 2023

Feb 06, 2024
SELL
$29.46 - $34.07 $34,733 - $40,168
-1,179 Reduced 0.92%
127,182 $4.33 Million
Q3 2023

Oct 23, 2023
BUY
$30.88 - $33.58 $99,279 - $107,959
3,215 Added 2.57%
128,361 $3.98 Million
Q2 2023

Aug 09, 2023
SELL
$31.7 - $33.66 $28,086 - $29,822
-886 Reduced 0.7%
125,146 $4.07 Million
Q1 2023

May 26, 2023
BUY
$29.83 - $32.71 $3.76 Million - $4.12 Million
126,000 Added 393750.0%
126,032 $4.05 Million
Q1 2023

May 12, 2023
SELL
$29.83 - $32.71 $3.75 Million - $4.11 Million
-125,758 Reduced 99.97%
32 $1,000
Q4 2022

Mar 08, 2023
BUY
$25.7 - $31.02 $121,278 - $146,383
4,719 Added 3.9%
125,790 $3.73 Million
Q3 2022

Nov 01, 2022
BUY
$25.67 - $30.93 $35,475 - $42,745
1,382 Added 1.15%
121,071 $3.12 Million
Q2 2022

Jul 27, 2022
BUY
$28.57 - $34.74 $1.97 Million - $2.39 Million
68,827 Added 135.32%
119,689 $3.45 Million
Q1 2022

May 02, 2022
BUY
$31.42 - $36.91 $718,795 - $844,390
22,877 Added 81.75%
50,862 $1.74 Million
Q4 2021

Jan 20, 2022
SELL
$35.28 - $37.98 $44,946 - $48,386
-1,274 Reduced 4.35%
27,985 $1.02 Million
Q3 2021

Oct 15, 2021
BUY
$35.68 - $38.17 $535 - $572
15 Added 0.05%
29,259 $1.06 Million
Q2 2021

Aug 03, 2021
SELL
$35.87 - $38.34 $14,850 - $15,872
-414 Reduced 1.4%
29,244 $1.08 Million
Q1 2021

Apr 23, 2021
BUY
$33.6 - $35.9 $27,820 - $29,725
828 Added 2.87%
29,658 $1.05 Million
Q4 2020

Jan 13, 2021
BUY
$28.3 - $34.03 $169 - $204
6 Added 0.02%
28,830 $973,000
Q3 2020

Oct 26, 2020
BUY
$27.73 - $30.19 $998 - $1,086
36 Added 0.13%
28,824 $843,000
Q2 2020

Jul 17, 2020
BUY
$22.87 - $29.3 $184,995 - $237,007
8,089 Added 39.08%
28,788 $795,000
Q1 2020

Apr 28, 2020
SELL
$20.71 - $31.78 $365,365 - $560,662
-17,642 Reduced 46.01%
20,699 $496,000
Q4 2019

Jan 24, 2020
BUY
$28.52 - $31.66 $146,022 - $162,099
5,120 Added 15.41%
38,341 $1.2 Million
Q3 2019

Oct 28, 2019
BUY
$29.1 - $29.66 $455,560 - $464,327
15,655 Added 89.12%
33,221 $975,000
Q2 2019

Jul 12, 2019
BUY
N/A
2,550 Added 16.98%
17,566 $520,000
Q1 2019

May 13, 2019
SELL
N/A
-416 Reduced 2.7%
15,016 $439,000
Q4 2018

Jan 11, 2019
SELL
N/A
-20,940 Reduced 57.57%
15,432 $408,000
Q3 2018

Oct 15, 2018
BUY
N/A
4,228 Added 13.15%
36,372 $1.12 Million
Q2 2018

Jul 26, 2018
BUY
N/A
23,533 Added 273.29%
32,144 $977,000
Q1 2018

Apr 09, 2018
BUY
N/A
100 Added 1.17%
8,611 $271,000
Q4 2017

Jan 12, 2018
BUY
N/A
2 Added 0.02%
8,511 $270,000
Q3 2017

Oct 12, 2017
BUY
N/A
8,509
8,509 $261,000

Others Institutions Holding SPDW

# of Institutions
1,199
Shares Held
611M
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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