Cassaday & CO Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cassaday & CO Wealth Management LLC

  • $3.66 Billion
  • Q4 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 7,667 shares of SPDW stock, worth $286,055. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,667
Previous 8,255 7.12%
Holding current value
$286,055
Previous $310,000 15.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
SELL
$34.13 - $37.35 $20,068 - $21,961
-588 Reduced 7.12%
7,667 $261,000
Q3 2024

Nov 07, 2024
SELL
$33.74 - $37.96 $2,901 - $3,264
-86 Reduced 1.03%
8,255 $310,000
Q2 2024

Jul 30, 2024
SELL
$34.2 - $36.64 $54,925 - $58,843
-1,606 Reduced 16.15%
8,341 $292,000
Q1 2024

May 08, 2024
BUY
$32.85 - $35.9 $55,582 - $60,742
1,692 Added 20.5%
9,947 $356,000
Q4 2022

Feb 07, 2023
BUY
$25.7 - $31.02 $212,153 - $256,070
8,255 New
8,255 $0

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
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email