Mbl Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,350 shares of SPDW stock, worth $334,917. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,350
Previous 9,250 1.08%
Holding current value
$334,917
Previous $331,000 1.21%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$34.2 - $36.64 $3,420 - $3,664
100 Added 1.08%
9,350 $327,000
Q1 2024

Apr 22, 2024
BUY
$32.85 - $35.9 $10,183 - $11,129
310 Added 3.47%
9,250 $331,000
Q4 2023

Jan 18, 2024
BUY
$29.46 - $34.07 $36,383 - $42,076
1,235 Added 16.03%
8,940 $304,000
Q3 2023

Oct 11, 2023
BUY
$30.88 - $33.58 $237,930 - $258,733
7,705 New
7,705 $238,000

Others Institutions Holding SPDW

# of Institutions
955
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email