Balanced Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 19,751 shares of SPDW stock, worth $813,741. This represents 0.35% of its overall portfolio holdings.

Number of Shares
19,751
Previous 19,696 0.28%
Holding current value
$813,741
Previous $702 Million 2.47%
% of portfolio
0.35%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$33.84 - $37.77 $1,861 - $2,077
55 Added 0.28%
19,751 $719 Million
Q4 2024

Feb 10, 2025
BUY
$34.13 - $37.35 $9,112 - $9,972
267 Added 1.37%
19,696 $702 Million
Q3 2024

Oct 28, 2024
SELL
$33.74 - $37.96 $5,769 - $6,491
-171 Reduced 0.87%
19,429 $730 Million
Q2 2024

Aug 13, 2024
BUY
$34.2 - $36.64 $11,628 - $12,457
340 Added 1.77%
19,600 $688 Million
Q4 2023

Feb 06, 2024
BUY
$29.46 - $34.07 $567,399 - $656,188
19,260 New
19,260 $655 Million

Others Institutions Holding SPDW

# of Institutions
1,125
Shares Held
583M
Call Options Held
3.1K
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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