Buckingham Strategic Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 150,079 shares of SPDW stock, worth $5.52 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
150,079
Previous 152,088 1.32%
Holding current value
$5.52 Million
Previous $5.45 Million 3.41%
% of portfolio
0.06%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$34.2 - $36.64 $68,707 - $73,609
-2,009 Reduced 1.32%
150,079 $5.26 Million
Q1 2024

May 09, 2024
BUY
$32.85 - $35.9 $10,676 - $11,667
325 Added 0.21%
152,088 $5.45 Million
Q4 2023

Feb 14, 2024
SELL
$29.46 - $34.07 $120,992 - $139,925
-4,107 Reduced 2.63%
151,763 $5.16 Million
Q3 2023

Nov 13, 2023
BUY
$30.88 - $33.58 $130,684 - $142,110
4,232 Added 2.79%
155,870 $4.83 Million
Q2 2023

Aug 11, 2023
SELL
$31.7 - $33.66 $264,029 - $280,354
-8,329 Reduced 5.21%
151,638 $4.93 Million
Q4 2022

Feb 13, 2023
BUY
$25.7 - $31.02 $1.77 Million - $2.14 Million
68,921 Added 75.7%
159,967 $4.75 Million
Q3 2022

Nov 07, 2022
BUY
$25.67 - $30.93 $599,625 - $722,493
23,359 Added 34.51%
91,046 $2.35 Million
Q2 2022

Aug 12, 2022
SELL
$28.57 - $34.74 $320,698 - $389,956
-11,225 Reduced 14.22%
67,687 $1.95 Million
Q1 2022

May 10, 2022
BUY
$31.42 - $36.91 $2.05 Million - $2.41 Million
65,351 Added 481.9%
78,912 $2.71 Million
Q4 2021

Feb 09, 2022
BUY
$35.28 - $37.98 $48,545 - $52,260
1,376 Added 11.29%
13,561 $495,000
Q3 2021

Nov 10, 2021
SELL
$35.68 - $38.17 $1,998 - $2,137
-56 Reduced 0.46%
12,185 $441,000
Q2 2021

Aug 06, 2021
BUY
$35.87 - $38.34 $107,932 - $115,365
3,009 Added 32.59%
12,241 $450,000
Q1 2021

Apr 30, 2021
BUY
$33.6 - $35.9 $50,836 - $54,316
1,513 Added 19.6%
9,232 $326,000
Q4 2020

Feb 16, 2021
BUY
$28.3 - $34.03 $218,447 - $262,677
7,719 New
7,719 $261,000
Q2 2020

Aug 03, 2020
SELL
$22.87 - $29.3 $232,313 - $297,629
-10,158 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$20.71 - $31.78 $210,372 - $322,821
10,158 New
10,158 $243,000

Others Institutions Holding SPDW

# of Institutions
1,021
Shares Held
529M
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
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email