A detailed history of Bip Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bip Wealth, LLC holds 240,591 shares of SPDW stock, worth $8.63 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
240,591
Previous 257,481 6.56%
Holding current value
$8.63 Million
Previous $8.76 Billion 1.53%
% of portfolio
0.63%
Previous 0.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$32.85 - $35.9 $554,836 - $606,351
-16,890 Reduced 6.56%
240,591 $8.62 Billion
Q4 2023

Feb 02, 2024

BUY
$29.46 - $34.07 $253,002 - $292,593
8,588 Added 3.45%
257,481 $8.76 Billion
Q3 2023

Nov 09, 2023

SELL
$30.88 - $33.58 $1.5 Million - $1.63 Million
-48,438 Reduced 16.29%
248,893 $7.72 Billion
Q2 2023

Jul 27, 2023

SELL
$31.7 - $33.66 $408,010 - $433,237
-12,871 Reduced 4.15%
297,331 $9.68 Billion
Q1 2023

May 10, 2023

BUY
$29.83 - $32.71 $9.25 Million - $10.1 Million
310,202 New
310,202 $9.96 Billion

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Bip Wealth, LLC Portfolio

Follow Bip Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.