A detailed history of Bsw Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bsw Wealth Partners holds 25,829 shares of SPDW stock, worth $905,306. This represents 0.15% of its overall portfolio holdings.

Number of Shares
25,829
Previous 27,876 7.34%
Holding current value
$905,306
Previous $977,000 0.72%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 29, 2024

SELL
$33.74 - $37.96 $69,065 - $77,704
-2,047 Reduced 7.34%
25,829 $970,000
Q2 2024

Jul 16, 2024

SELL
$34.2 - $36.64 $84,200 - $90,207
-2,462 Reduced 8.12%
27,876 $977,000
Q1 2024

Apr 23, 2024

SELL
$32.85 - $35.9 $135,933 - $148,554
-4,138 Reduced 12.0%
30,338 $1.09 Million
Q4 2023

Jan 25, 2024

SELL
$29.46 - $34.07 $365,745 - $422,979
-12,415 Reduced 26.48%
34,476 $1.17 Million
Q3 2023

Oct 27, 2023

SELL
$30.88 - $33.58 $11,950 - $12,995
-387 Reduced 0.82%
46,891 $1.45 Million
Q2 2023

Aug 11, 2023

SELL
$31.7 - $33.66 $73,227 - $77,754
-2,310 Reduced 4.66%
47,278 $1.54 Million
Q1 2023

May 15, 2023

SELL
$29.83 - $32.71 $16,108 - $17,663
-540 Reduced 1.08%
49,588 $1.59 Million
Q4 2022

Feb 13, 2023

BUY
$25.7 - $31.02 $1.29 Million - $1.55 Million
50,128 New
50,128 $1.49 Million

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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