Exencial Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 19,141 shares of SPDW stock, worth $683,333. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,141
Previous 19,756 3.11%
Holding current value
$683,333
Previous $693,000 3.61%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024
SELL
$33.74 - $37.96 $20,750 - $23,345
-615 Reduced 3.11%
19,141 $718,000
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $3,043 - $3,260
89 Added 0.45%
19,756 $693,000
Q1 2024

May 10, 2024
SELL
$32.85 - $35.9 $5,913 - $6,462
-180 Reduced 0.91%
19,667 $704,000
Q4 2023

Feb 13, 2024
BUY
$29.46 - $34.07 $584,692 - $676,187
19,847 New
19,847 $674,000

Others Institutions Holding SPDW

# of Institutions
940
Shares Held
483M
Call Options Held
4.4K
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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