Carson Allaria Wealth Management, Ltd. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,905 shares of SPDW stock, worth $71,437. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,905
Previous 703 170.98%
Holding current value
$71,437
Previous $26,000 150.0%
% of portfolio
0.04%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$34.13 - $37.35 $41,024 - $44,894
1,202 Added 170.98%
1,905 $65,000
Q3 2024

Oct 21, 2024
BUY
$33.74 - $37.96 $539 - $607
16 Added 2.33%
703 $26,000
Q2 2024

Jul 22, 2024
BUY
$34.2 - $36.64 $1,368 - $1,465
40 Added 6.18%
687 $24,000
Q1 2024

May 07, 2024
BUY
$32.85 - $35.9 $7,884 - $8,616
240 Added 58.97%
647 $23,000
Q4 2023

Feb 08, 2024
BUY
$29.46 - $34.07 $589 - $681
20 Added 5.17%
407 $13,000
Q3 2023

Nov 09, 2023
BUY
$30.88 - $33.58 $432 - $470
14 Added 3.75%
387 $12,000
Q2 2023

Aug 01, 2023
BUY
$31.7 - $33.66 $1,933 - $2,053
61 Added 19.55%
373 $12,000
Q1 2023

Apr 26, 2023
SELL
$29.83 - $32.71 $1,133 - $1,242
-38 Reduced 10.86%
312 $10,000
Q4 2022

Feb 06, 2023
SELL
$25.7 - $31.02 $5,782 - $6,979
-225 Reduced 39.13%
350 $10,000
Q3 2022

Nov 09, 2022
BUY
$25.67 - $30.93 $3,799 - $4,577
148 Added 34.66%
575 $15,000
Q2 2022

Aug 02, 2022
BUY
$28.57 - $34.74 $7,599 - $9,240
266 Added 165.22%
427 $12,000
Q1 2022

May 05, 2022
BUY
$31.42 - $36.91 $125 - $147
4 Added 2.55%
161 $6,000
Q4 2021

Feb 10, 2022
BUY
$35.28 - $37.98 $5,538 - $5,962
157 New
157 $6,000

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

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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