Ae Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ae Wealth Management LLC holds 141,178 shares of SPDW stock, worth $4.95 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
141,178
Previous 836,522 83.12%
Holding current value
$4.95 Million
Previous $28.5 Million 82.22%
% of portfolio
0.06%
Previous 0.16%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$32.85 - $35.9 $22.8 Million - $25 Million
-695,344 Reduced 83.12%
141,178 $5.06 Million
Q4 2023

Feb 14, 2024
BUY
$29.46 - $34.07 $2.32 Million - $2.69 Million
78,920 Added 10.42%
836,522 $28.5 Million
Q3 2023

Oct 11, 2023
BUY
$30.88 - $33.58 $885,236 - $962,637
28,667 Added 3.93%
757,602 $23.5 Million
Q2 2023

Jul 10, 2023
BUY
$31.7 - $33.66 $917,841 - $974,591
28,954 Added 4.14%
728,935 $23.7 Million
Q1 2023

Apr 14, 2023
BUY
$29.83 - $32.71 $2.53 Million - $2.78 Million
84,940 Added 13.81%
699,981 $22.5 Million
Q4 2022

Jan 31, 2023
BUY
$27.34 - $31.02 $5.32 Million - $6.04 Million
194,581 Added 46.28%
615,041 $18.3 Million
Q3 2022

Oct 25, 2022
BUY
N/A
12,257 Added 3.0%
420,460 $10.8 Million
Q2 2022

Aug 03, 2022
BUY
N/A
20,276 Added 5.23%
408,203 $11.8 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-35,887 Reduced 8.47%
387,927 $13.3 Million
Q4 2021

Jan 20, 2022
BUY
N/A
181,381 Added 74.82%
423,814 $15.5 Million
Q3 2021

Nov 01, 2021
BUY
N/A
49,812 Added 25.86%
242,433 $8.78 Million
Q2 2021

Jul 21, 2021
BUY
N/A
53,200 Added 38.16%
192,621 $7.09 Million
Q1 2021

Apr 27, 2021
BUY
N/A
36,621 Added 35.62%
139,421 $4.93 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-15,256 Reduced 12.92%
102,800 $3.47 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-36,491 Reduced 23.61%
118,056 $3.45 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-31,788 Reduced 17.06%
154,547 $4.27 Million
Q1 2020

May 07, 2020
BUY
N/A
7,635 Added 4.27%
186,335 $4.46 Million
Q4 2019

Jan 15, 2020
BUY
N/A
71,367 Added 66.49%
178,700 $5.6 Million
Q3 2019

Nov 05, 2019
BUY
N/A
63,070 Added 142.49%
107,333 $3.15 Million
Q2 2019

Jul 22, 2019
BUY
N/A
3,005 Added 7.28%
44,263 $1.31 Million
Q1 2019

May 14, 2019
SELL
N/A
-21,760 Reduced 34.53%
41,258 $1.21 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-64,522 Reduced 50.59%
63,018 $1.67 Million
Q3 2018

Nov 14, 2018
BUY
N/A
12,142 Added 10.52%
127,540 $3.92 Million
Q2 2018

Aug 15, 2018
BUY
N/A
46,086 Added 66.49%
115,398 $3.51 Million
Q1 2018

May 14, 2018
BUY
N/A
36,717 Added 112.65%
69,312 $2.18 Million
Q4 2017

Feb 06, 2018
BUY
N/A
16,829 Added 106.74%
32,595 $1.03 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-20,341 Reduced 56.34%
15,766 $484,000
Q2 2017

Aug 14, 2017
BUY
N/A
36,107
36,107 $1.05 Million

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
468M
Call Options Held
4.1K
Put Options Held
200
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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