Cogent Blue Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Cogent Blue Wealth Advisors, LLC

  • $131 Billion
  • Q2 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 19,396 shares of SPDW stock, worth $799,503. This represents 0.6% of its overall portfolio holdings.

Number of Shares
19,396
Previous 19,496 0.51%
Holding current value
$799,503
Previous $710 Million 10.63%
% of portfolio
0.6%
Previous 0.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$32.66 - $40.75 $3,265 - $4,075
-100 Reduced 0.51%
19,396 $785 Million
Q4 2024

Jan 31, 2025
BUY
$34.13 - $37.35 $665,398 - $728,175
19,496 New
19,496 $665 Million

Others Institutions Holding SPDW

# of Institutions
1,107
Shares Held
558M
Call Options Held
3.1K
Put Options Held
441
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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