Balanced Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Balanced Wealth Group LLC

  • $220 Billion
  • Q2 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 19,600 shares of SPDW stock, worth $728,335. This represents 0.31% of its overall portfolio holdings.

Number of Shares
19,600
Previous 19,260 1.77%
Holding current value
$728,335
Previous $692 Million 0.56%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Aug 13, 2024
BUY
$34.2 - $36.64 $11,628 - $12,457
340 Added 1.77%
19,600 $688 Million
Q4 2023

Feb 06, 2024
BUY
$29.46 - $34.07 $567,399 - $656,188
19,260 New
19,260 $655 Million

Others Institutions Holding SPDW

# of Institutions
934
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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