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

Alta Wealth Advisors LLC

$226 Million
Q4 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 9,532 shares of SPDW stock, worth $343,247. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,532

Previous 9,701 1.74%

Holding current value

$343,247

Previous $364,000 10.71%

% of portfolio

0.14%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$34.13 - $37.35 $5,767 - $6,312	-169 Reduced 1.74%	9,532 $325,000
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

975

Shares Held

500M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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