Certified Advisory Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History

Certified Advisory Corp

  • $698 Million
  • Q1 2024

A detailed history of Certified Advisory Corp transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Certified Advisory Corp holds 144,567 shares of SPDW stock, worth $5.19 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
144,567
Previous 139,540 3.6%
Holding current value
$5.19 Million
Previous $4.75 Million 9.19%
% of portfolio
0.74%
Previous 0.72%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$32.85 - $35.9 $165,136 - $180,469
5,027 Added 3.6%
144,567 $5.18 Million
Q4 2023

Feb 09, 2024
BUY
$29.46 - $34.07 $4.11 Million - $4.75 Million
139,540 New
139,540 $4.75 Million
Q1 2023

May 15, 2023
SELL
$29.83 - $32.71 $121,557 - $133,293
-4,075 Reduced 3.19%
123,519 $3.97 Million
Q4 2022

Feb 14, 2023
SELL
$27.34 - $31.02 $91,753 - $104,103
-3,356 Reduced 2.56%
127,594 $3.79 Million
Q3 2022

Nov 14, 2022
BUY
N/A
7,189 Added 5.81%
130,950 $3.38 Million
Q2 2022

Aug 15, 2022
BUY
N/A
7,442 Added 6.4%
123,761 $3.57 Million
Q1 2022

May 13, 2022
BUY
N/A
20,540 Added 21.45%
116,319 $3.99 Million
Q4 2021

Feb 14, 2022
BUY
N/A
2,230 Added 2.38%
95,779 $3.49 Million
Q3 2021

Nov 15, 2021
BUY
N/A
6,255 Added 7.17%
93,549 $3.39 Million
Q2 2021

Aug 16, 2021
BUY
N/A
2,713 Added 3.21%
87,294 $3.21 Million
Q1 2021

May 10, 2021
BUY
N/A
30,669 Added 56.89%
84,581 $2.99 Million
Q2 2020

Jul 27, 2020
BUY
N/A
20,074 Added 59.32%
53,912 $1.49 Million
Q1 2020

Apr 27, 2020
BUY
N/A
11,577 Added 52.01%
33,838 $810,000
Q4 2019

Jan 29, 2020
BUY
N/A
6,215 Added 38.73%
22,261 $698,000
Q3 2019

Nov 12, 2019
BUY
N/A
8,262 Added 106.14%
16,046 $471,000
Q2 2019

Aug 07, 2019
BUY
N/A
7,484 Added 2494.67%
7,784 $230,000
Q1 2018

Apr 30, 2018
BUY
N/A
300 New
300 $9,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
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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