Evanson Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Evanson Asset Management, LLC

  • $1.38 Billion
  • Q4 2024

A detailed history of Evanson Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evanson Asset Management, LLC holds 10,235 shares of SPDW stock, worth $374,601. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,235
Previous 14,620 29.99%
Holding current value
$374,601
Previous $549,000 36.43%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$34.13 - $37.35 $149,660 - $163,779
-4,385 Reduced 29.99%
10,235 $349,000
Q3 2024

Oct 07, 2024
BUY
$33.74 - $37.96 $3,677 - $4,137
109 Added 0.75%
14,620 $549,000
Q1 2024

Apr 12, 2024
SELL
$32.85 - $35.9 $43,033 - $47,029
-1,310 Reduced 8.28%
14,511 $520,000
Q3 2023

Oct 19, 2023
BUY
$30.88 - $33.58 $488,552 - $531,269
15,821 New
15,821 $490,000

Others Institutions Holding SPDW

# of Institutions
1,036
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
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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