Vest Gen Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 344,481 shares of SPDW stock, worth $15.1 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
344,481
Previous 339,672 1.42%
Holding current value
$15.1 Million
Previous $13.7 Billion 7.5%
% of portfolio
0.49%
Previous 0.55%

Shares

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

Nov 14, 2025
BUY
$39.8 - $42.86 $191,398 - $206,113
4,809 Added 1.42%
344,481 $14.7 Billion
Q2 2025

Aug 13, 2025
SELL
$32.66 - $40.75 $493,100 - $615,243
-15,098 Reduced 4.26%
339,672 $13.7 Billion
Q1 2025

May 13, 2025
BUY
$33.84 - $37.77 $12 Million - $13.4 Million
354,770 New
354,770 $12.9 Billion

Others Institutions Holding SPDW

# of Institutions
1,193
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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