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 703 shares of SPDW stock, worth $25,097. This represents 0.02% of its overall portfolio holdings.

Number of Shares
703
Previous 687 2.33%
Holding current value
$25,097
Previous $24,000 8.33%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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