A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 240,874 shares of SPDW stock, worth $8.5 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
240,874
Previous 215,251 11.9%
Holding current value
$8.5 Million
Previous $7.55 Billion 19.81%
% of portfolio
1.54%
Previous 1.44%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$33.74 - $37.96 $864,520 - $972,649
25,623 Added 11.9%
240,874 $9.05 Billion
Q2 2024

Jul 18, 2024

BUY
$34.2 - $36.64 $321,958 - $344,928
9,414 Added 4.57%
215,251 $7.55 Billion
Q1 2024

Apr 17, 2024

BUY
$32.85 - $35.9 $277,254 - $302,996
8,440 Added 4.28%
205,837 $7.38 Billion
Q4 2023

Jan 16, 2024

BUY
$29.46 - $34.07 $189,309 - $218,933
6,426 Added 3.36%
197,397 $6.71 Billion
Q3 2023

Oct 27, 2023

BUY
$30.88 - $33.58 $243,488 - $264,778
7,885 Added 4.31%
190,971 $5.92 Billion
Q2 2023

Sep 01, 2023

SELL
$31.7 - $33.66 $273 Million - $290 Million
-8,621,938 Reduced 97.92%
183,086 $5.96 Billion
Q2 2023

Aug 01, 2023

BUY
$31.7 - $33.66 $279 Million - $296 Million
8,805,024 New
8,805,024 $287 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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