Family Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 44,321 shares of SPDW stock, worth $1.58 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
44,321
Previous 38,724 14.45%
Holding current value
$1.58 Million
Previous $1.39 Million 12.04%
% of portfolio
1.68%
Previous 1.6%

Shares

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

Aug 14, 2024
BUY
$34.2 - $36.64 $191,417 - $205,074
5,597 Added 14.45%
44,321 $1.55 Million
Q1 2024

Aug 14, 2024
BUY
$32.85 - $35.9 $219,175 - $239,524
6,672 Added 20.82%
38,724 $1.39 Million
Q4 2023

Feb 14, 2024
BUY
$29.46 - $34.07 $944,251 - $1.09 Million
32,052 New
32,052 $1.09 Million

Others Institutions Holding SPDW

# of Institutions
931
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
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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