Wealth Enhancement Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 2,018,443 shares of SPDW stock, worth $88.3 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,018,443
Previous 1,855,964 8.75%
Holding current value
$88.3 Million
Previous $79.4 Million 11.22%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jan 08, 2026
BUY
$42.26 - $44.28 $6.87 Million - $7.19 Million
162,479 Added 8.75%
2,018,443 $88.3 Million
Q3 2025

Oct 29, 2025
SELL
$39.8 - $42.86 $6.75 Million - $7.27 Million
-169,605 Reduced 8.37%
1,855,964 $79.4 Million
Q2 2025

Jul 10, 2025
SELL
$32.66 - $40.75 $10.8 Million - $13.5 Million
-331,981 Reduced 14.08%
2,025,569 $82 Million
Q1 2025

Apr 16, 2025
BUY
$33.84 - $37.77 $736,832 - $822,403
21,774 Added 0.93%
2,357,550 $86.6 Million
Q4 2024

Mar 17, 2025
BUY
$34.13 - $37.35 $6.93 Million - $7.58 Million
202,980 Added 9.52%
2,335,776 $79.7 Million
Q4 2024

Jan 10, 2025
SELL
$34.13 - $37.35 $38,327 - $41,944
-1,123 Reduced 0.05%
2,132,796 $72.8 Million
Q3 2024

Oct 23, 2024
BUY
$33.74 - $37.96 $624,156 - $702,222
18,499 Added 0.87%
2,133,919 $80.1 Million
Q2 2024

Jul 16, 2024
BUY
$34.2 - $36.64 $40.7 Million - $43.6 Million
1,190,546 Added 128.73%
2,115,420 $74.2 Million
Q1 2024

Apr 15, 2024
SELL
$32.85 - $35.9 $2.61 Million - $2.86 Million
-79,532 Reduced 7.92%
924,874 $33.1 Million
Q4 2023

Jan 30, 2024
BUY
$29.46 - $34.07 $3.13 Million - $3.61 Million
106,091 Added 11.81%
1,004,406 $34.2 Million
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $18 Million - $19.6 Million
584,218 Added 186.0%
898,315 $27.9 Million
Q2 2023

Jul 21, 2023
SELL
$31.7 - $33.66 $47.9 Million - $50.8 Million
-1,510,538 Reduced 82.79%
314,097 $10.2 Million
Q1 2023

Apr 25, 2023
BUY
$29.83 - $32.71 $525,395 - $576,121
17,613 Added 0.97%
1,824,635 $58.6 Million
Q4 2022

Feb 01, 2023
BUY
$25.7 - $31.02 $19,609 - $23,668
763 Added 0.04%
1,807,022 $53.7 Million
Q3 2022

Oct 17, 2022
BUY
$25.67 - $30.93 $4.95 Million - $5.96 Million
192,678 Added 11.94%
1,806,259 $47.4 Million
Q2 2022

Jul 18, 2022
BUY
$28.57 - $34.74 $3.56 Million - $4.33 Million
124,690 Added 8.37%
1,613,581 $46.5 Million
Q1 2022

Apr 18, 2022
BUY
$31.42 - $36.91 $2.53 Million - $2.98 Million
80,645 Added 5.73%
1,488,891 $51.7 Million
Q4 2021

Feb 08, 2022
BUY
$35.28 - $37.98 $3.35 Million - $3.61 Million
94,976 Added 7.23%
1,408,246 $49.2 Million
Q3 2021

Nov 03, 2021
BUY
$35.68 - $38.17 $10.2 Million - $11 Million
287,235 Added 27.99%
1,313,270 $49.2 Million
Q2 2021

Aug 10, 2021
BUY
$35.87 - $38.34 $4.68 Million - $5.01 Million
130,572 Added 14.58%
1,026,035 $37.6 Million
Q1 2021

May 12, 2021
BUY
$33.6 - $35.9 $435,489 - $465,299
12,961 Added 1.47%
895,463 $32.3 Million
Q4 2020

Feb 10, 2021
BUY
$28.3 - $34.03 $1.3 Million - $1.56 Million
45,866 Added 5.48%
882,502 $30.5 Million
Q3 2020

Nov 12, 2020
BUY
$27.73 - $30.19 $847,844 - $923,059
30,575 Added 3.79%
836,636 $25.4 Million
Q2 2020

Oct 13, 2020
BUY
$22.87 - $29.3 $8.7 Million - $11.1 Million
380,477 Added 89.4%
806,061 $23.4 Million
Q2 2020

Aug 10, 2020
SELL
$22.87 - $29.3 $5.03 Million - $6.45 Million
-220,058 Reduced 34.08%
425,584 $13.1 Million
Q1 2020

May 01, 2020
BUY
$20.71 - $31.78 $3.69 Million - $5.66 Million
178,061 Added 38.08%
645,642 $16.4 Million
Q4 2019

Feb 05, 2020
BUY
$28.52 - $31.66 $2.15 Million - $2.38 Million
75,302 Added 19.2%
467,581 $14.7 Million
Q3 2019

Nov 06, 2019
BUY
$29.1 - $29.66 $6.92 Million - $7.05 Million
237,644 Added 153.68%
392,279 $11.5 Million
Q2 2019

Aug 02, 2019
BUY
N/A
107,541 Added 228.35%
154,635 $4.56 Million
Q1 2019

Apr 30, 2019
BUY
N/A
15,410 Added 48.64%
47,094 $1.41 Million
Q4 2018

Feb 04, 2019
BUY
N/A
12,684 Added 66.76%
31,684 $889,000
Q3 2018

Nov 02, 2018
BUY
N/A
4,541 Added 31.41%
19,000 $529,000
Q2 2018

Jul 30, 2018
BUY
N/A
14,459 New
14,459 $445,000

Others Institutions Holding SPDW

# of Institutions
1,197
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email