A detailed history of Wealthcare Capital Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 14,440 shares of SPDW stock, worth $631,894. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,440
Previous 14,398 0.29%
Holding current value
$631,894
Previous $616,000 2.44%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 20, 2026

BUY
$42.26 - $44.28 $1,774 - $1,859
42 Added 0.29%
14,440 $631,000
Q3 2025

Nov 07, 2025

SELL
$39.8 - $42.86 $14,765 - $15,901
-371 Reduced 2.51%
14,398 $616,000
Q2 2025

Jul 22, 2025

BUY
$32.66 - $40.75 $149,060 - $185,983
4,564 Added 44.72%
14,769 $597,000
Q1 2025

Apr 14, 2025

BUY
$33.84 - $37.77 $82,265 - $91,818
2,431 Added 31.27%
10,205 $374,000
Q4 2024

Jan 15, 2025

BUY
$34.13 - $37.35 $265,326 - $290,358
7,774 New
7,774 $265,000
Q3 2023

Oct 12, 2023

BUY
$30.88 - $33.58 $251,177 - $273,139
8,134 New
8,134 $252,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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