Beacon Financial Advisory LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Beacon Financial Advisory LLC

  • $249 Million
  • Q2 2024

A detailed history of Beacon Financial Advisory LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,151 shares of SPDW stock, worth $299,875. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,151
Holding current value
$299,875
% of portfolio
0.11%

Shares

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

Jul 26, 2024
BUY
$34.2 - $36.64 $278,764 - $298,652
8,151 New
8,151 $285,000
Q2 2022

Jul 25, 2022
SELL
$28.57 - $34.74 $10,428 - $12,680
-365 Reduced 4.06%
8,629 $249,000
Q1 2022

Apr 27, 2022
SELL
$31.42 - $36.91 $10,808 - $12,697
-344 Reduced 3.68%
8,994 $308,000
Q4 2021

Jan 21, 2022
BUY
$35.28 - $37.98 $70 - $75
2 Added 0.02%
9,338 $341,000
Q3 2021

Nov 15, 2021
SELL
$35.68 - $38.17 $499 - $534
-14 Reduced 0.15%
9,336 $338,000
Q2 2021

Jul 14, 2021
SELL
$35.87 - $38.34 $32,749 - $35,004
-913 Reduced 8.9%
9,350 $344,000
Q1 2021

Apr 20, 2021
SELL
$33.6 - $35.9 $282,307 - $301,631
-8,402 Reduced 45.01%
10,263 $363,000
Q4 2020

Jan 25, 2021
SELL
$28.3 - $34.03 $19,781 - $23,786
-699 Reduced 3.61%
18,665 $629,000
Q3 2020

Oct 08, 2020
SELL
$27.73 - $30.19 $38,073 - $41,450
-1,373 Reduced 6.62%
19,364 $566,000
Q2 2020

Jul 07, 2020
SELL
$22.87 - $29.3 $42,515 - $54,468
-1,859 Reduced 8.23%
20,737 $572,000
Q1 2020

Apr 15, 2020
SELL
$20.71 - $31.78 $51,982 - $79,767
-2,510 Reduced 10.0%
22,596 $540,000
Q4 2019

Jan 24, 2020
BUY
$28.52 - $31.66 $716,023 - $794,855
25,106 New
25,106 $787,000

Others Institutions Holding SPDW

# of Institutions
932
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
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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