Balboa Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 19,443 shares of SPDW stock, worth $692,170. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,443
Previous 44,929 56.73%
Holding current value
$692,170
Previous $1.58 Million 53.68%
% of portfolio
0.19%
Previous 0.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$33.74 - $37.96 $859,897 - $967,448
-25,486 Reduced 56.73%
19,443 $730,000
Q2 2024

Aug 13, 2024
BUY
$34.2 - $36.64 $290,152 - $310,853
8,484 Added 23.28%
44,929 $1.58 Million
Q1 2024

May 13, 2024
BUY
$32.85 - $35.9 $239,903 - $262,177
7,303 Added 25.06%
36,445 $1.31 Million
Q4 2023

Feb 09, 2024
SELL
$29.46 - $34.07 $120,285 - $139,107
-4,083 Reduced 12.29%
29,142 $991,000
Q3 2023

Oct 23, 2023
SELL
$30.88 - $33.58 $6,145 - $6,682
-199 Reduced 0.6%
33,225 $1.03 Million
Q2 2023

Aug 08, 2023
SELL
$31.7 - $33.66 $151,462 - $160,827
-4,778 Reduced 12.51%
33,424 $1.09 Million
Q1 2023

May 11, 2023
SELL
$29.83 - $32.71 $132,057 - $144,807
-4,427 Reduced 10.38%
38,202 $1.23 Million
Q4 2022

Feb 14, 2023
BUY
$25.7 - $31.02 $490,998 - $592,637
19,105 Added 81.21%
42,629 $1.27 Million
Q3 2022

Jan 04, 2023
BUY
$25.67 - $30.93 $603,861 - $727,597
23,524 New
23,524 $607,000

Others Institutions Holding SPDW

# of Institutions
964
Shares Held
490M
Call Options Held
500
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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