Drive Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Drive Wealth Management, LLC

$380 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$34.2 - $36.64 $42,305 - $45,323	1,237 Added 4.05%	31,770 $1.11 Million
Q1 2024 Apr 22, 2024	SELL	$32.85 - $35.9 $102,294 - $111,792	-3,114 Reduced 9.25%	30,533 $1.09 Million
Q4 2023 Jan 22, 2024	SELL	$29.46 - $34.07 $632,358 - $731,312	-21,465 Reduced 38.95%	33,647 $1.14 Million
Q3 2023 Oct 10, 2023	SELL	$30.88 - $33.58 $375,408 - $408,232	-12,157 Reduced 18.07%	55,112 $1.71 Million
Q2 2023 Jul 14, 2023	SELL	$31.7 - $33.66 $380,590 - $404,121	-12,006 Reduced 15.14%	67,269 $2.19 Million
Q1 2023 Apr 13, 2023	SELL	$29.83 - $32.71 $75,917 - $83,246	-2,545 Reduced 3.11%	79,275 $2.55 Million
Q4 2022 Jan 27, 2023	BUY	$25.7 - $31.02 $2.1 Million - $2.54 Million	81,820 New	81,820 $0

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.9 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$994 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$627 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.