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

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 9,701 shares of SPDW stock, worth $333,423. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,701
Previous 10,309 5.9%
Holding current value
$333,423
Previous $361,000 0.83%
% of portfolio
0.17%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$33.74 - $37.96 $20,513 - $23,079
-608 Reduced 5.9%
9,701 $364,000
Q2 2024

Jul 24, 2024
SELL
$34.2 - $36.64 $1,983 - $2,125
-58 Reduced 0.56%
10,309 $361,000
Q1 2024

May 01, 2024
BUY
$32.85 - $35.9 $3,942 - $4,308
120 Added 1.17%
10,367 $371,000
Q4 2023

Feb 12, 2024
BUY
$29.46 - $34.07 $74,091 - $85,686
2,515 Added 32.53%
10,247 $348,000
Q3 2023

Oct 19, 2023
BUY
$30.88 - $33.58 $2,223 - $2,417
72 Added 0.94%
7,732 $239,000
Q2 2023

Jul 17, 2023
BUY
$31.7 - $33.66 $17,942 - $19,051
566 Added 7.98%
7,660 $249,000
Q1 2023

Apr 21, 2023
BUY
$29.83 - $32.71 $211,614 - $232,044
7,094 New
7,094 $227,000
Q2 2022

Jul 28, 2022
SELL
$28.57 - $34.74 $171,534 - $208,578
-6,004 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$31.42 - $36.91 $15,835 - $18,602
504 Added 9.16%
6,004 $206,000
Q4 2021

Feb 14, 2022
BUY
$35.28 - $37.98 $194,040 - $208,889
5,500 New
5,500 $201,000

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
487M
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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