Bsw Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

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 25,644 shares of SPDW stock, worth $923,440. This represents 0.13% of its overall portfolio holdings.

Number of Shares

25,644

Previous 25,829 0.72%

Holding current value

$923,440

Previous $970,000 9.79%

% of portfolio

0.13%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$34.13 - $37.35 $6,314 - $6,909	-185 Reduced 0.72%	25,644 $875,000
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

# of Institutions

975

Shares Held

500M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Bsw Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History