Valpey Financial Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Valpey Financial Services, LLC holds 123,662 shares of SPDW stock, worth $5.41 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
123,662
Previous 124,932 1.02%
Holding current value
$5.41 Million
Previous $5.06 Billion 4.61%
% of portfolio
3.46%
Previous 3.5%

Shares

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

Nov 06, 2025
SELL
$39.8 - $42.86 $50,546 - $54,432
-1,270 Reduced 1.02%
123,662 $5.29 Billion
Q2 2025

Jul 22, 2025
BUY
$32.66 - $40.75 $4.08 Million - $5.09 Million
124,932 New
124,932 $5.06 Billion

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

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