A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 40,993 shares of SPDW stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,993
Previous 38,501 6.47%
Holding current value
$1.47 Million
Previous $1.38 Million 4.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024

BUY
$34.2 - $36.64 $85,226 - $91,306
2,492 Added 6.47%
40,993 $1.44 Million
Q1 2024

May 08, 2024

BUY
$32.85 - $35.9 $7,949 - $8,687
242 Added 0.63%
38,501 $1.38 Million
Q4 2023

Feb 07, 2024

SELL
$29.46 - $34.07 $37,355 - $43,200
-1,268 Reduced 3.21%
38,259 $1.3 Million
Q3 2023

Nov 07, 2023

BUY
$30.88 - $33.58 $230,642 - $250,809
7,469 Added 23.3%
39,527 $1.23 Million
Q2 2023

Aug 11, 2023

BUY
$31.7 - $33.66 $518,041 - $550,071
16,342 Added 103.98%
32,058 $1.04 Million
Q1 2023

Apr 28, 2023

BUY
$29.83 - $32.71 $91,070 - $99,863
3,053 Added 24.11%
15,716 $504,000
Q4 2022

Feb 13, 2023

BUY
$25.7 - $31.02 $325,439 - $392,806
12,663 New
12,663 $375,000
Q1 2022

Apr 27, 2022

SELL
$31.42 - $36.91 $231,816 - $272,321
-7,378 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$35.28 - $37.98 $260,295 - $280,216
7,378 New
7,378 $269,000
Q4 2020

Jan 22, 2021

SELL
$28.3 - $34.03 $237,974 - $286,158
-8,409 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$27.73 - $30.19 $233,181 - $253,867
8,409 New
8,409 $247,000
Q2 2020

Aug 06, 2020

SELL
$22.87 - $29.3 $2.15 Million - $2.76 Million
-94,140 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
$20.71 - $31.78 $1.95 Million - $2.99 Million
94,140 New
94,140 $2.25 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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