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 14,620 shares of SPDW stock, worth $515,208. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,620
Previous 14,511 0.75%
Holding current value
$515,208
Previous $509,000 7.86%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Evanson Asset Management, LLC Portfolio

Follow Evanson Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Evanson Asset Management, LLC with notifications on news.