Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Worth Financial Advisory Group, LLC

$206 Billion
Q4 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 48,642 shares of SPDW stock, worth $2.13 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

48,642

Previous 47,378 2.67%

Holding current value

$2.13 Million

Previous $2.03 Billion 6.55%

% of portfolio

1.05%

Previous 1.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$42.26 - $44.28 $53,416 - $55,969	1,264 Added 2.67%	48,642 $2.16 Billion
Q3 2025 Oct 22, 2025	BUY	$39.8 - $42.86 $16,517 - $17,786	415 Added 0.88%	47,378 $2.03 Billion
Q2 2025 Jul 16, 2025	BUY	$32.66 - $40.75 $14,860 - $18,541	455 Added 0.98%	46,963 $1.9 Billion
Q1 2025 Apr 21, 2025	SELL	$33.84 - $37.77 $149,302 - $166,641	-4,412 Reduced 8.66%	46,508 $1.69 Billion
Q4 2024 Feb 11, 2025	SELL	$34.13 - $37.35 $297,067 - $325,094	-8,704 Reduced 14.6%	50,920 $1.74 Billion

Q3 2024 Oct 24, 2024	BUY	$33.74 - $37.96 $40,454 - $45,514	1,199 Added 2.05%	59,624 $2.24 Billion
Q2 2024 Jul 26, 2024	BUY	$34.2 - $36.64 $172,812 - $185,141	5,053 Added 9.47%	58,425 $2.05 Billion
Q1 2024 Apr 30, 2024	BUY	$32.85 - $35.9 $382,439 - $417,947	11,642 Added 27.9%	53,372 $1.91 Billion
Q4 2023 Jan 19, 2024	BUY	$29.46 - $34.07 $80,867 - $93,522	2,745 Added 7.04%	41,730 $1.42 Billion
Q3 2023 Oct 13, 2023	BUY	$30.88 - $33.58 $72,444 - $78,778	2,346 Added 6.4%	38,985 $1.21 Billion
Q2 2023 Jul 28, 2023	SELL	$31.7 - $33.66 $5,579 - $5,924	-176 Reduced 0.48%	36,639 $1.19 Billion
Q1 2023 Apr 19, 2023	BUY	$29.83 - $32.71 $83,285 - $91,326	2,792 Added 8.21%	36,815 $1.18 Billion
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $874,391 - $1.06 Million	34,023 New	34,023 $1.01 Billion

Others Institutions Holding SPDW

# of Institutions

1,199

Shares Held

611M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Worth Financial Advisory Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History