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 $697,902. This represents 0.45% of its overall portfolio holdings.

Number of Shares
19,604
Previous 29,324 33.15%
Holding current value
$697,902
Previous $1.03 Million 28.4%
% of portfolio
0.45%
Previous 0.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
964
Shares Held
490M
Call Options Held
500
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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