Arete Wealth Advisors, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 45,940 shares of GWX stock, worth $1.49 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

45,940

Previous 43,696 5.14%

Holding current value

$1.49 Million

Previous $1.49 Million 3.9%

% of portfolio

0.1%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$30.93 - $33.94 $69,406 - $76,161	2,244 Added 5.14%	45,940 $1.43 Million
Q3 2024 Nov 14, 2024	BUY	$30.27 - $34.42 $95,229 - $108,285	3,146 Added 7.76%	43,696 $1.49 Million
Q2 2024 Aug 13, 2024	SELL	$30.89 - $32.89 $288,265 - $306,929	-9,332 Reduced 18.71%	40,550 $1.29 Million
Q1 2024 May 15, 2024	BUY	$30.16 - $32.57 $146,155 - $157,834	4,846 Added 10.76%	49,882 $1.62 Million
Q4 2023 Feb 14, 2024	BUY	$27.19 - $31.79 $1.22 Million - $1.43 Million	45,036 New	45,036 $1.43 Million
Q2 2023 Aug 09, 2023	SELL	$29.92 - $31.69 $7,420 - $7,859	-248 Reduced 0.55%	44,891 $1.37 Million
Q1 2023 May 01, 2023	BUY	$29.24 - $32.3 $1.32 Million - $1.46 Million	45,139 New	45,139 $1.4 Million
Q3 2022 Nov 07, 2022	BUY	$25.93 - $31.72 $78,956 - $96,587	3,045 Added 8.02%	41,034 $1.07 Million
Q2 2022 Aug 15, 2022	BUY	$28.6 - $35.75 $16,130 - $20,163	564 Added 1.51%	37,989 $1.1 Million
Q1 2022 May 06, 2022	BUY	$33.01 - $37.92 $62,058 - $71,289	1,880 Added 5.29%	37,425 $1.32 Million
Q4 2021 Feb 07, 2022	BUY	$36.31 - $39.79 $798,856 - $875,419	22,001 Added 162.44%	35,545 $1.35 Million
Q3 2021 Nov 15, 2021	SELL	$37.38 - $40.51 $603,350 - $653,871	-16,141 Reduced 54.37%	13,544 $521,000
Q2 2021 Aug 09, 2021	BUY	$37.72 - $39.98 $520,309 - $551,484	13,794 Added 86.8%	29,685 $657,000
Q1 2021 May 10, 2021	BUY	$35.2 - $38.15 $105,072 - $113,877	2,985 Added 23.13%	15,891 $594,000
Q4 2020 Feb 08, 2021	SELL	$29.48 - $35.54 $20,311 - $24,487	-689 Reduced 5.07%	12,906 $457,000
Q3 2020 Nov 09, 2020	BUY	$27.42 - $30.98 $35,865 - $40,521	1,308 Added 10.65%	13,595 $412,000
Q2 2020 Aug 11, 2020	BUY	$21.47 - $29.14 $41,136 - $55,832	1,916 Added 18.47%	12,287 $336,000
Q1 2020 May 14, 2020	BUY	$19.49 - $32.08 $48,276 - $79,462	2,477 Added 31.38%	10,371 $236,000
Q4 2019 Feb 14, 2020	SELL	$28.88 - $32.23 $32,258 - $36,000	-1,117 Reduced 12.4%	7,894 $251,000
Q3 2019 Nov 13, 2019	SELL	$29.18 - $29.78 $5,427 - $5,539	-186 Reduced 2.02%	9,011 $265,000
Q2 2019 Aug 14, 2019	BUY	N/A	336 Added 3.79%	9,197 $275,000
Q1 2019 May 15, 2019	BUY	N/A	643 Added 7.82%	8,861 $269,000
Q4 2018 Feb 14, 2019	BUY	N/A	847 Added 11.49%	8,218 $229,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,387 Added 23.18%	7,371 $253,000
Q2 2018 Aug 14, 2018	BUY	N/A	5,984 New	5,984 $205,000

Others Institutions Holding GWX

# of Institutions

223

Shares Held

14.4M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FD SPDR S&P INT

Ticker GWX
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Arete Wealth Advisors, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History