Worth Financial Advisory Group, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Worth Financial Advisory Group, LLC

$206 Billion
Q4 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Index Shs Fds Spdr Portfo stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 4,180 shares of SPEU stock, worth $211,299. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,180

Previous 4,637 9.86%

Holding current value

$211,299

Previous $231 Million 5.66%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$49.42 - $51.28 $22,584 - $23,434	-457 Reduced 9.86%	4,180 $218 Million
Q3 2025 Oct 22, 2025	SELL	$47.07 - $50.11 $188 - $200	-4 Reduced 0.09%	4,637 $231 Million
Q2 2025 Jul 16, 2025	BUY	$39.44 - $49.12 $183,041 - $227,965	4,641 New	4,641 $225 Million
Q1 2024 Apr 30, 2024	BUY	$38.73 - $42.28 $1,394 - $1,522	36 Added 0.69%	5,244 $221 Million
Q4 2023 Jan 19, 2024	SELL	$34.39 - $40.58 $79,372 - $93,658	-2,308 Reduced 30.71%	5,208 $210 Million

Q3 2023 Oct 13, 2023	BUY	$35.71 - $39.65 $49,351 - $54,796	1,382 Added 22.53%	7,516 $271 Million
Q2 2023 Jul 28, 2023	BUY	$37.58 - $39.74 $6,877 - $7,272	183 Added 3.08%	6,134 $236 Million
Q1 2023 Apr 19, 2023	BUY	$35.08 - $38.46 $208,761 - $228,875	5,951 New	5,951 $226 Million

Others Institutions Holding SPEU

# of Institutions

116

Shares Held

7.04M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS SPDR PORTFO

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Worth Financial Advisory Group, LLC Spdr Index Shs Fds Spdr Portfo Transaction History