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

Canvas Wealth Advisors, LLC

$389 Million
Q4 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 12,542 shares of SPDW stock, worth $470,325. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,542

Previous 13,042 3.83%

Holding current value

$470,325

Previous $489,000 12.47%

% of portfolio

0.11%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$34.13 - $37.35 $17,065 - $18,675	-500 Reduced 3.83%	12,542 $428,000
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

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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