Uptown Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 19,546 shares of SPDW stock, worth $855,332. This represents 0.69% of its overall portfolio holdings.

Number of Shares
19,546
Previous 19,625 0.4%
Holding current value
$855,332
Previous $795 Million 5.25%
% of portfolio
0.69%
Previous 0.68%

Shares

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

Oct 15, 2025
SELL
$39.8 - $42.86 $3,144 - $3,385
-79 Reduced 0.4%
19,546 $836 Million
Q2 2025

Jul 10, 2025
SELL
$32.66 - $40.75 $2,547 - $3,178
-78 Reduced 0.4%
19,625 $795 Million
Q4 2024

Apr 29, 2025
BUY
$34.13 - $37.35 $672,463 - $735,907
19,703 New
19,703 $672 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

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