Wealthspire Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,782 shares of SPDW stock, worth $296,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,782

Previous 5,536 22.51%

Holding current value

$296,780

Previous $224,000 29.46%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$39.8 - $42.86 $49,590 - $53,403	1,246 Added 22.51%	6,782 $290,000
Q2 2025 Aug 11, 2025	SELL	$32.66 - $40.75 $90,925 - $113,448	-2,784 Reduced 33.46%	5,536 $224,000
Q1 2025 May 09, 2025	BUY	$33.84 - $37.77 $26,530 - $29,611	784 Added 10.4%	8,320 $302,000
Q4 2024 Feb 03, 2025	BUY	$34.13 - $37.35 $66,348 - $72,608	1,944 Added 34.76%	7,536 $257,000
Q3 2024 Nov 13, 2024	BUY	$33.74 - $37.96 $188,674 - $212,272	5,592 New	5,592 $210,000

Others Institutions Holding SPDW

# of Institutions

1,194

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History