Bison Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

A detailed history of Bison Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bison Wealth, LLC holds 19,582 shares of SPDW stock, worth $690,852. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,582
Previous 20,117 2.66%
Holding current value
$690,852
Previous $705,000 4.26%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 05, 2024
SELL
$33.74 - $37.96 $18,050 - $20,308
-535 Reduced 2.66%
19,582 $735,000
Q1 2024

May 10, 2024
SELL
$32.85 - $35.9 $7,851 - $8,580
-239 Reduced 1.17%
20,117 $720,000
Q4 2023

Jan 30, 2024
BUY
$29.46 - $34.07 $3,564 - $4,122
121 Added 0.6%
20,356 $692,000
Q3 2023

Nov 13, 2023
SELL
$30.88 - $33.58 $926 - $1,007
-30 Reduced 0.15%
20,235 $627,000
Q2 2023

Aug 14, 2023
BUY
$31.7 - $33.66 $2,631 - $2,793
83 Added 0.41%
20,265 $659,000
Q1 2023

May 15, 2023
BUY
$29.83 - $32.71 $1,193 - $1,308
40 Added 0.2%
20,182 $648,000
Q4 2022

Feb 10, 2023
BUY
$25.7 - $31.02 $7,761 - $9,368
302 Added 1.52%
20,142 $598,000
Q3 2022

Nov 14, 2022
BUY
$25.67 - $30.93 $509,292 - $613,651
19,840 New
19,840 $511,000

Others Institutions Holding SPDW

# of Institutions
953
Shares Held
487M
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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