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

Mbl Wealth, LLC

$923 Million
Q1 2025

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 9,450 shares of SPDW stock, worth $375,070. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,450

Previous 9,350 1.07%

Holding current value

$375,070

Previous $319,000 7.84%

% of portfolio

0.04%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	BUY	$33.84 - $37.77 $3,384 - $3,777	100 Added 1.07%	9,450 $344,000
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

1,086

Shares Held

550M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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