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

Darwin Advisors, LLC

$356 Million
Q3 2024

A detailed history of Darwin Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Darwin Advisors, LLC holds 129 shares of SPDW stock, worth $4,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares

129

Holding current value

$4,551

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$33.74 - $37.96 $4,352 - $4,896	129 New	129 $4,000
Q2 2020 Aug 06, 2020	SELL	$22.87 - $29.3 $84,710 - $108,527	-3,704 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$20.71 - $31.78 $75,943 - $116,537	-3,667 Reduced 49.75%	3,704 $88,000
Q4 2019 Feb 14, 2020	SELL	$28.52 - $31.66 $68,162 - $75,667	-2,390 Reduced 24.49%	7,371 $231,000
Q3 2019 Oct 16, 2019	SELL	$29.1 - $29.66 $19,788 - $20,168	-680 Reduced 6.51%	9,761 $287,000
Q2 2019 Aug 07, 2019	SELL	N/A	-1,223 Reduced 10.49%	10,441 $309,000
Q1 2019 May 01, 2019	BUY	N/A	11,664 New	11,664 $341,000
Q4 2018 Jan 25, 2019	SELL	N/A	-28,594 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	N/A	-2,759 Reduced 8.8%	28,594 $866,000
Q2 2018 Aug 16, 2018	BUY	N/A	8,725 Added 38.56%	31,353 $932,000
Q1 2018 May 08, 2018	BUY	N/A	9,294 Added 69.7%	22,628 $711,000
Q4 2017 Feb 13, 2018	BUY	N/A	13,334	13,334 $423,000

Others Institutions Holding SPDW

# of Institutions

953

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.18 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.88 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.05 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$962 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$620 Million
16.39% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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