Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History

Worth Financial Advisory Group, LLC

$178 Billion
Q3 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,201 shares of SPMD stock, worth $855,360. This represents 0.49% of its overall portfolio holdings.

Number of Shares

15,201

Previous 13,761 10.46%

Holding current value

$855,360

Previous $748 Million 16.17%

% of portfolio

0.49%

Previous 0.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$54.43 - $58.29 $78,379 - $83,937	1,440 Added 10.46%	15,201 $869 Million
Q2 2025 Jul 16, 2025	BUY	$44.89 - $54.38 $5,880 - $7,123	131 Added 0.96%	13,761 $748 Million
Q1 2025 Apr 21, 2025	SELL	$50.21 - $57.73 $129,642 - $149,058	-2,582 Reduced 15.93%	13,630 $698 Million
Q4 2024 Feb 11, 2025	SELL	$54.13 - $59.56 $12,991 - $14,294	-240 Reduced 1.46%	16,212 $887 Million
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $67,489 - $73,702	1,342 Added 8.88%	16,452 $900 Million

Q2 2024 Jul 26, 2024	BUY	$49.54 - $53.39 $51,323 - $55,312	1,036 Added 7.36%	15,110 $775 Million
Q1 2024 Apr 30, 2024	BUY	$47.16 - $53.34 $138,273 - $156,392	2,932 Added 26.31%	14,074 $751 Million
Q4 2023 Jan 19, 2024	BUY	$40.76 - $49.2 $17,323 - $20,910	425 Added 3.97%	11,142 $543 Million
Q3 2023 Oct 13, 2023	BUY	$43.23 - $47.8 $30,606 - $33,842	708 Added 7.07%	10,717 $469 Million
Q2 2023 Jul 28, 2023	BUY	$42.21 - $45.89 $7,935 - $8,627	188 Added 1.91%	10,009 $459 Million
Q1 2023 Apr 19, 2023	BUY	$41.67 - $47.74 $916 - $1,050	22 Added 0.22%	9,821 $432 Million
Q4 2022 Feb 13, 2023	BUY	$39.32 - $45.21 $385,296 - $443,012	9,799 New	9,799 $416 Million

Others Institutions Holding SPMD

# of Institutions

805

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Worth Financial Advisory Group, LLC Spdr Portfolio Transaction History