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

Mbl Wealth, LLC

  • $866 Million
  • Q3 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 $343,425. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,350
Previous 9,350 -0.0%
Holding current value
$343,425
Previous $327,000 7.34%
% 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
1,045
Shares Held
533M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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