Envestnet Portfolio Solutions, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,063,313 shares of SPDW stock, worth $73.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,063,313

Previous 2,326,437 11.31%

Holding current value

$73.8 Million

Previous $81.6 Million 5.04%

% of portfolio

0.28%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$33.74 - $37.96 $8.88 Million - $9.99 Million	-263,124 Reduced 11.31%	2,063,313 $77.5 Million
Q2 2024 Jul 16, 2024	BUY	$34.2 - $36.64 $22.6 Million - $24.3 Million	662,267 Added 39.8%	2,326,437 $81.6 Million
Q1 2024 May 06, 2024	BUY	$32.85 - $35.9 $6.28 Million - $6.86 Million	191,221 Added 12.98%	1,664,170 $59.6 Million
Q4 2023 Feb 07, 2024	BUY	$29.46 - $34.07 $3.48 Million - $4.03 Million	118,205 Added 8.73%	1,472,949 $50.1 Million
Q3 2023 Nov 13, 2023	BUY	$30.88 - $33.58 $41.8 Million - $45.5 Million	1,354,744 New	1,354,744 $42 Million

Others Institutions Holding SPDW

# of Institutions

943

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Envestnet Portfolio Solutions, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History