Canvas Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 13,042 shares of SPDW stock, worth $456,078. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,042
Previous 13,392 2.61%
Holding current value
$456,078
Previous $469,000 4.26%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 15, 2024
SELL
$33.74 - $37.96 $11,809 - $13,286
-350 Reduced 2.61%
13,042 $489,000
Q4 2023

Jan 17, 2024
SELL
$29.46 - $34.07 $589 - $681
-20 Reduced 0.15%
13,392 $455,000
Q3 2023

Oct 24, 2023
SELL
$30.88 - $33.58 $57,128 - $62,123
-1,850 Reduced 12.12%
13,412 $415,000
Q2 2023

Jul 25, 2023
BUY
$31.7 - $33.66 $10,968 - $11,646
346 Added 2.32%
15,262 $496,000
Q1 2023

Apr 28, 2023
SELL
$29.83 - $32.71 $9,933 - $10,892
-333 Reduced 2.18%
14,916 $479,000
Q1 2022

May 09, 2022
SELL
$31.42 - $36.91 $14,139 - $16,609
-450 Reduced 2.87%
15,249 $489,000
Q1 2021

Apr 26, 2021
BUY
$33.6 - $35.9 $527,486 - $563,594
15,699 New
15,699 $568,000

Others Institutions Holding SPDW

# of Institutions
954
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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