Cliftonlarsonallen Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 175,805 shares of SPDW stock, worth $6.48 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

175,805

Previous 137,164 28.17%

Holding current value

$6.48 Million

Previous $5.15 Million 16.48%

% of portfolio

0.12%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$34.13 - $37.35 $1.32 Million - $1.44 Million	38,641 Added 28.17%	175,805 $6 Million
Q3 2024 Oct 11, 2024	SELL	$33.74 - $37.96 $42,141 - $47,412	-1,249 Reduced 0.9%	137,164 $5.15 Million
Q2 2024 Jul 11, 2024	SELL	$34.2 - $36.64 $194,256 - $208,115	-5,680 Reduced 3.94%	138,413 $4.86 Million
Q1 2024 May 02, 2024	SELL	$32.85 - $35.9 $854,822 - $934,189	-26,022 Reduced 15.3%	144,093 $5.16 Million
Q4 2023 Jan 16, 2024	BUY	$29.46 - $34.07 $3.31 Million - $3.83 Million	112,273 Added 194.1%	170,115 $5.79 Million
Q3 2023 Oct 13, 2023	SELL	$30.88 - $33.58 $642,365 - $698,531	-20,802 Reduced 26.45%	57,842 $1.79 Million
Q2 2023 Jul 14, 2023	BUY	$31.7 - $33.66 $1.07 Million - $1.13 Million	33,692 Added 74.95%	78,644 $2.56 Million
Q1 2023 Apr 12, 2023	SELL	$29.83 - $32.71 $6.96 Million - $7.63 Million	-233,228 Reduced 83.84%	44,952 $1.44 Million
Q4 2022 Jan 19, 2023	BUY	$25.7 - $31.02 $5.97 Million - $7.21 Million	232,350 Added 506.98%	278,180 $0
Q3 2022 Oct 12, 2022	SELL	$25.67 - $30.93 $998,871 - $1.2 Million	-38,912 Reduced 45.92%	45,830 $1.18 Million
Q2 2022 Jul 08, 2022	SELL	$28.57 - $34.74 $5.71 Million - $6.94 Million	-199,910 Reduced 70.23%	84,742 $2.44 Million
Q1 2022 Apr 27, 2022	BUY	$31.42 - $36.91 $8.42 Million - $9.89 Million	267,853 Added 1594.46%	284,652 $9.76 Million
Q4 2021 Jan 26, 2022	BUY	$35.28 - $37.98 $592,668 - $638,026	16,799 New	16,799 $613,000

Others Institutions Holding SPDW

# of Institutions

1,038

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Cliftonlarsonallen Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History