Aletheian Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 19,604 shares of SPDW stock, worth $699,862. This represents 0.45% of its overall portfolio holdings.

Number of Shares

19,604

Previous 29,324 33.15%

Holding current value

$699,862

Previous $1.03 Million 28.4%

% of portfolio

0.45%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$33.74 - $37.96 $327,952 - $368,971	-9,720 Reduced 33.15%	19,604 $736,000
Q2 2024 Jul 26, 2024	SELL	$34.2 - $36.64 $4,172 - $4,470	-122 Reduced 0.41%	29,324 $1.03 Million
Q1 2024 Apr 15, 2024	SELL	$32.85 - $35.9 $8,048 - $8,795	-245 Reduced 0.83%	29,446 $1.06 Million
Q3 2023 Oct 04, 2023	BUY	$30.88 - $33.58 $134,019 - $145,737	4,340 Added 17.12%	29,691 $920,000
Q1 2023 May 11, 2023	SELL	$29.83 - $32.71 $75,798 - $83,116	-2,541 Reduced 9.11%	25,351 $814,000
Q4 2022 Jan 17, 2023	SELL	$25.7 - $31.02 $88,870 - $107,267	-3,458 Reduced 11.03%	27,892 $0
Q3 2022 Oct 14, 2022	SELL	$25.67 - $30.93 $4,543 - $5,474	-177 Reduced 0.56%	31,350 $809,000
Q2 2022 Jul 11, 2022	SELL	$28.57 - $34.74 $5,199 - $6,322	-182 Reduced 0.57%	31,527 $909,000
Q1 2022 Apr 18, 2022	SELL	$31.42 - $36.91 $43,893 - $51,563	-1,397 Reduced 4.22%	31,709 $1.09 Million
Q4 2021 Apr 12, 2022	BUY	$35.28 - $37.98 $1.17 Million - $1.26 Million	33,106 New	33,106 $1.21 Million

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Aletheian Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History