Evergreen Capital Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q3 2024

A detailed history of Evergreen Capital Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evergreen Capital Management LLC holds 15,175 shares of SPDW stock, worth $523,082. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,175
Previous 13,761 10.28%
Holding current value
$523,082
Previous $482,000 18.05%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$33.74 - $37.96 $47,708 - $53,675
1,414 Added 10.28%
15,175 $569,000
Q2 2024

Aug 14, 2024
SELL
$34.2 - $36.64 $50,171 - $53,750
-1,467 Reduced 9.63%
13,761 $482,000
Q4 2023

Feb 14, 2024
SELL
$29.46 - $34.07 $196,203 - $226,906
-6,660 Reduced 30.43%
15,228 $517,000
Q3 2023

Nov 14, 2023
BUY
$30.88 - $33.58 $293,946 - $319,648
9,519 Added 76.96%
21,888 $678,000
Q2 2023

Aug 14, 2023
BUY
$31.7 - $33.66 $392,097 - $416,340
12,369 New
12,369 $402,000

Others Institutions Holding SPDW

# of Institutions
957
Shares Held
487M
Call Options Held
500
Put Options Held
200
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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