Clearstead Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,580,568 shares of SPDW stock, worth $92.1 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
2,580,568
Previous 2,543,331 1.46%
Holding current value
$92.1 Million
Previous $89.2 Million 8.64%
% of portfolio
1.54%
Previous 1.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$33.74 - $37.96 $1.26 Million - $1.41 Million
37,237 Added 1.46%
2,580,568 $96.9 Million
Q2 2024

Aug 09, 2024
BUY
$34.2 - $36.64 $87 Million - $93.2 Million
2,543,316 Added 0.0%
2,543,331 $89.2 Million
Q2 2023

Aug 07, 2023
BUY
$31.7 - $33.66 $475 - $504
15 New
15 $0
Q2 2022

Aug 12, 2022
SELL
$28.57 - $34.74 $7,828 - $9,518
-274 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$31.42 - $36.91 $8,609 - $10,113
274 New
274 $9,000

Others Institutions Holding SPDW

# of Institutions
956
Shares Held
489M
Call Options Held
500
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email