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

Drive Wealth Management, LLC

$367 Million
Q2 2024

A detailed history of Drive Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Drive Wealth Management, LLC holds 31,770 shares of SPDW stock, worth $1.16 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

31,770

Previous 30,533 4.05%

Holding current value

$1.16 Million

Previous $1.09 Million 1.83%

% of portfolio

0.3%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$27.34 - $31.02 $2.24 Million - $2.54 Million	81,820 New	81,820 $0

Others Institutions Holding SPDW

# of Institutions

931

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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