A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 184,852 shares of SPDW stock, worth $6.61 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
184,852
Previous 179,616 2.92%
Holding current value
$6.61 Million
Previous $6.44 Million 0.59%
% of portfolio
0.53%
Previous 0.61%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$34.2 - $36.64 $179,071 - $191,847
5,236 Added 2.92%
184,852 $6.48 Million
Q1 2024

May 15, 2024

BUY
$32.85 - $35.9 $519,062 - $567,255
15,801 Added 9.65%
179,616 $6.44 Million
Q4 2023

Feb 14, 2024

BUY
$29.46 - $34.07 $3.23 Million - $3.74 Million
109,799 Added 203.27%
163,815 $5.57 Million
Q3 2023

Oct 30, 2023

SELL
$30.88 - $33.58 $3.12 Million - $3.39 Million
-100,962 Reduced 65.15%
54,016 $1.68 Million
Q2 2023

Aug 09, 2023

SELL
$31.7 - $33.66 $861,510 - $914,777
-27,177 Reduced 14.92%
154,978 $5.04 Million
Q1 2023

May 01, 2023

BUY
$29.83 - $32.71 $5.43 Million - $5.96 Million
182,155 New
182,155 $5.85 Million
Q3 2022

Nov 07, 2022

BUY
$25.67 - $30.93 $1.89 Million - $2.27 Million
73,541 Added 65.68%
185,504 $4.79 Million
Q2 2022

Aug 15, 2022

SELL
$28.57 - $34.74 $1.84 Million - $2.23 Million
-64,273 Reduced 36.47%
111,963 $3.23 Million
Q1 2022

May 06, 2022

BUY
$31.42 - $36.91 $215,509 - $253,165
6,859 Added 4.05%
176,236 $6.04 Million
Q4 2021

Feb 07, 2022

SELL
$35.28 - $37.98 $326,551 - $351,542
-9,256 Reduced 5.18%
169,377 $6.2 Million
Q3 2021

Nov 15, 2021

BUY
$35.68 - $38.17 $512,222 - $547,968
14,356 Added 8.74%
178,633 $6.47 Million
Q2 2021

Aug 09, 2021

BUY
$35.87 - $38.34 $1.85 Million - $1.98 Million
51,713 Added 45.94%
164,277 $3.25 Million
Q1 2021

May 10, 2021

BUY
$33.6 - $35.9 $294,201 - $314,340
8,756 Added 8.43%
112,564 $3.98 Million
Q4 2020

Feb 08, 2021

BUY
$28.3 - $34.03 $2.94 Million - $3.53 Million
103,808 New
103,808 $3.51 Million
Q3 2020

Nov 09, 2020

SELL
$27.73 - $30.19 $4.65 Million - $5.06 Million
-167,723 Closed
0 $0
Q2 2020

Aug 11, 2020

BUY
$22.87 - $29.3 $900,346 - $1.15 Million
39,368 Added 30.67%
167,723 $4.63 Million
Q1 2020

May 14, 2020

BUY
$20.71 - $31.78 $539,640 - $828,091
26,057 Added 25.47%
128,355 $3.07 Million
Q4 2019

Feb 14, 2020

BUY
$28.52 - $31.66 $38,530 - $42,772
1,351 Added 1.34%
102,298 $3.21 Million
Q3 2019

Nov 13, 2019

SELL
$29.1 - $29.66 $191,943 - $195,637
-6,596 Reduced 6.13%
100,947 $2.96 Million
Q2 2019

Aug 14, 2019

BUY
N/A
17,587 Added 19.55%
107,543 $3.18 Million
Q1 2019

May 15, 2019

BUY
N/A
10,153 Added 12.72%
89,956 $2.63 Million
Q4 2018

Feb 14, 2019

BUY
N/A
1,369 Added 1.75%
79,803 $2.11 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-2,734 Reduced 3.37%
78,434 $2.41 Million
Q2 2018

Aug 14, 2018

BUY
N/A
61,183 Added 306.14%
81,168 $2.47 Million
Q1 2018

May 15, 2018

BUY
N/A
19,985 New
19,985 $628,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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