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

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,798 shares of SPDW stock, worth $63,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,798
Previous 1,889 4.82%
Holding current value
$63,361
Previous $66,000 1.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024
SELL
$33.74 - $37.96 $3,070 - $3,454
-91 Reduced 4.82%
1,798 $67,000
Q2 2024

Jul 31, 2024
BUY
$34.2 - $36.64 $45,144 - $48,364
1,320 Added 231.99%
1,889 $66,000
Q4 2023

Feb 06, 2024
BUY
$29.46 - $34.07 $58 - $68
2 Added 0.35%
569 $19,000
Q3 2023

Oct 30, 2023
SELL
$30.88 - $33.58 $1,080 - $1,175
-35 Reduced 5.81%
567 $17,000
Q2 2023

Jul 28, 2023
BUY
$31.7 - $33.66 $95 - $100
3 Added 0.5%
602 $19,000
Q4 2022

Feb 06, 2023
SELL
$25.7 - $31.02 $188,895 - $227,997
-7,350 Reduced 92.46%
599 $17,000
Q3 2022

Nov 03, 2022
BUY
$25.67 - $30.93 $188,725 - $227,397
7,352 Added 1231.49%
7,949 $205,000
Q2 2022

Jul 22, 2022
BUY
$28.57 - $34.74 $114 - $138
4 Added 0.67%
597 $17,000
Q4 2021

Jan 19, 2022
BUY
$35.28 - $37.98 $70 - $75
2 Added 0.34%
593 $22,000
Q3 2021

Oct 15, 2021
BUY
$35.68 - $38.17 $749 - $801
21 Added 3.68%
591 $21,000
Q2 2021

Aug 06, 2021
BUY
$35.87 - $38.34 $2,869 - $3,067
80 Added 16.33%
570 $21,000
Q1 2021

Apr 16, 2021
BUY
$33.6 - $35.9 $5,208 - $5,564
155 Added 46.27%
490 $17,000
Q4 2020

Jan 14, 2021
BUY
$28.3 - $34.03 $877 - $1,054
31 Added 10.2%
335 $11,000
Q1 2020

Apr 20, 2020
BUY
$20.71 - $31.78 $6,295 - $9,661
304 New
304 $7,000

Others Institutions Holding SPDW

# of Institutions
955
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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